Frontier and Emerging Market Recap: Vietnam and Egypt Stand Out
This insight provides an overview of all the markets I covered in September, and thoughts regarding health of the frontier market class in general,...
406 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...
939 Views
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