Vietnam: The Winner from US-China Trade Turmoil
The VND (Vietnamese Dong) has depreciated only 2.8% against the US$ in the year-to-date, outperforming most Asian currencies (CNY, INR, IDR, PHP --...
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Frontier Markets: GEM Fund Allocations Hit New Highs - Vietnam Sparks into Life
In this report, we highlight how Frontier Market allocations among global EM managers have reached a new peak. Argentina is by far the largest...
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Vietnam Blue Skies: With the Odd Monsoon
We are as upbeat about Vietnam’s economy today as we were when we visited this past September. But if there is one frustration it is that the...
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Emerging and Frontier Markets Roiled by MSCI Changes
Vietnam: Weight in MSCI Frontier to rise to nearly 20% with Pakistan and potentially Argentina moving to Emerging. This could be a major boost to...
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RRG Global Macro Insights - Could Vietnam and South Africa Surprise Us in 2017?
Could Complacency and Market Stability Last All Year? Probably Not - Position into Growth Markets Vietnam: Economy doing well on strong retail...
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