Vietnam: Economic Prestidigitation
On Thursday 27 December 2018 the General Statistics Office (GSO) in Hanoi announced that Vietnam had grown by 7.08% (7.1% to us mere mortals) for...
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Frontier and Emerging Market Update ( Pakistan and Egypt Focus)
Pakistan's economy has been through notable challenges since the beginning of 2018, and there will be more clarity at the end of this month,...
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Vietnam Bull Case Grows Amid Massive Market Gyrations, EM Turmoil, and the Trade War
Vietnam's stock market has seen massive gyrations this year. While it was necessary for the market to mean revert following the over optimism...
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Frontier and Emerging Market Recap: Notes on Outliers, Top Down Themes, and General Volatility
This insight includes a market recap of various frontier markets and smaller emerging markets with frontier characteristics. This insight includes...
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Vietnam Update: Favourable Export Oriented Growth
This insight examines the advantageous position of Vietnam within frontier and emerging markets in Asia, and how it has been less vulnerable to the...
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