Thematic Report

Strategy Note: MoF Market Support Measures

07/05/2020 01:32:00 PM

Possible benefits from more margin loans & FDI IPOs

Macro Note: April Macro Updates

04/05/2020 04:39:00 PM

COVID-19 impacts April numbers

Macro Note: April Inflation

15/04/2020 03:30:00 PM

Government clamping down further

Macro Note: 1Q Industrial Production

06/04/2020 03:30:00 PM

Cutting 2020 GDP growth forecast to 4.5%

Macro Note: Central Bank cuts policy rate

18/03/2020 04:53:00 PM

SBV takes action to minimize COVID-19 impact

Macro Note: Fed cuts rate to near zero

18/03/2020 09:15:00 AM

Impact on Vietnam’s stock market

Macro Note: March Inflation

11/03/2020 10:30:00 AM

Sharp drop in gasoline prices expected

Strategy Note: Oil - Portfolio Recommendations - Deleting PVS & switching into KBC

10/03/2020 05:56:00 PM

Deleting PVS & switching into KBC

Macro Note: February Industrial Production

03/03/2020 05:02:00 PM

Hit hard from the coronavirus outbreak

Strategy Note: March Rebalancings

27/02/2020 10:52:00 AM

FTSE Vietnam & MVIS expectations

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