Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
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CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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Vietnam Update: Market Complexity Grows, yet the Attractive Economic Narrative Remains in Place
The sustainability of the VN Index’s RiseThe VN Index surpassed 1,100 points at the end of last week, and has returned 59% in the past year, as of...
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Vietnam Market Updates: Where the Rubber Meets the Road
Insight OverviewOverall, we are optimistic about some measures that the government is taking to reach its GDP growth target, although we still...
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Vietnam H1 2017 Update
MacroeconomyVietnam's GDP growth rate in H1 2017 fell short of expectations, which will make it difficult for Vietnam to reach its growth target of...
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