Stock Recommendations (Vietnam Market) - September 2023
Ho Chi Minh City Development Joint Stock Commercial Bank (HDB), formerly known as HCMC Housing Development Bank, was established in 1989.
230 Views
Industry Report - Oil and Gas - Neutral - China's recovery holds key to growth
According to the International Energy Agency (IEA), global crude oil demand is forecast to increase to 103mnbd by 2mnbd (+2% YoY) in 2023.
299 Views
Oil Price Shock’s Impacts on Vietnam’s Oil and Gas Industry
Vietnam's crude oil trade has shifted towards net imports since 2018. The main reason for this is that domestic demand for crude oil has surged
181 Views
Frontier Markets Exposure in EM Funds
With Argentina and Kuwait moving up to Emerging status, how are active EM investors positioned in the current crop of Frontier Markets?
213 Views
Vietnam Market Update: Asymmetric Features of the Equity Market
This insight will focus on the following:1) Updates for various investment themes, as well as new investment themes as a result of new listings...
930 Views