Thematic Report

Macro Note: Money Market News

14/01/2020 01:34:00 PM
Overnight rates drop on excess liquidity before Tet
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Macro Note: 2019 Foreign Exchange Reserves

02/01/2020 05:45:00 PM
Foreign exchange (FX) reserves by the end of 2019 was estimated at USD80 billion – or 3.8 months of import cover
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Macro Note: 2019 GDP & Inflation

27/12/2019 03:24:00 PM
GDP is estimated at 7.03% in 2019 - the second year to witness >7% GDP
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Strategy Note: Moody's lowers Vietnam outlook

20/12/2019 05:00:00 PM
Moody’s reaffirms Vietnam’s Ba3 ratings but downgrades the outlook after completing the downgrade review begun on October 9, 2019 Lower outlook is a warning sign but not likely to be overly negative
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Macro Note: Vietnam Trade Balance in November

12/12/2019 04:19:00 PM
The trade surplus in November suddenly jumped up to USD1.45 billion
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Strategy Note: FTSE Upgrade prospect

11/12/2019 03:41:00 PM
FTSE upgrade prospect High potentialities in the next year
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Macro Note: World oil prices updates

06/12/2019 02:16:00 PM
World oil prices are surging, WTI oil of the US are being traded close to the 2-month highs
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Macro Note: PMI & IIP in November 2019

02/12/2019 04:45:00 PM
PMI & IIP showed contrasting movements
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Macro Note: New LDR Rules SBV acts to improve health of banking system

22/11/2019 02:45:00 PM
State Bank of Vietnam (SBV) tightens rules on state-owned commercial banks but relaxes prudential ratios for private-sector commercial banks
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Strategy Note: "Inverted" yield curve - Count down with Fed

03/09/2019 02:06:00 PM
Inverted yield curve is dangerous, and Fed is responding slowly Fed has to cut interest rates at least twice this year If a recession occurs, the lag will be much later than that in the past The risk of a recession of the US economy is not high in 2019-2020 and the US stock market still has room for development
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