Winners as Trade Is Diverted from China: Vietnam, Taiwan, SKorea, India, S'pore, Mexico
The US has raised tariffs on US$200 billion of imports from China to 25% (from 10% previously), and initiated the process of imposing similar...
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Vietnam’s Big Investment Secret: Foreign Inflows Surge
March saw another strong month of cross-border capital inflows into Vietnam financial assets Underlying flow index shows strong momentum hits...
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Vietnam: The One
In Vietnam Picks up the China Baton, we said that Vietnam was ready to take off with the China trade baton. Outside of China/Hong Kong/Taiwan, the...
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Vietnam's Economy Trounces Other Frontier Markets: 2018 Pullback Provides Solid Entry Point
Vietnam's economy exceeded growth expectations and is well positioned for favorable performance moving forward despite rising global tensions. The...
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Vietnam: Still China Plus One?
For the last few years people have been referring to China+1, the ‘one’ sometimes being Vietnam. Is it now time to be thinking of ‘The One’? There...
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