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...
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IOC2018: Pushing Back Against China's Imperialism
That China's Belt and Road Initiative (BRI) is in trouble has been evident in Malaysia, Sri Lanka, Pakistan and across Africa, where China's...
381 Views
Vietnam - Slowed SOE Privtization Process
* The government had come to the stark realization that participation in the SOE OTC/IPO process does not necessarily ensure a sizeable capital...
283 Views
Techcombank - Best House In a Bad Neighborhood
* With almost no end in sight to the growth of net new NPLs (doubling every year), and capital requirements under Basel II being extremely...
680 Views
Vietnam Banks - DATC Move A Mere Drop In the Bucket
* DATC Move a Tiny Positive; and * Net New NPL Growrh is Disturbing to Say the Least; and * USD 27 bn (9.5% of total loans) in NPLs is due to...
138 Views