Fixed Income September 2024 - VND Continues to Appreciate in September
The VST issued VND115.2tn (USD4.7bn) in Q3 – 76.8% of its Q3 plan – and VND271.7tn (USD11.0bn) in 9M 2024 – 67.9% of its annual plan.
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SBV Resumes T-Bill Issuance - VST Announced Its Q4 Issuance Plan
The Vietnam State Treasury (VST) announced a plan to issue VND128tn (USD5.1bn) of G-bonds in Q4 2024 – 14.7% lower than the Q3 2024 plan, but 11.1%...
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Vietnam Earnings Update - 9M 2024 Results on Track, US Election Tail Risks Explored
Aggregate 9M 2024 NPAT-MI for our coverage universe increased 15% YoY and achieved 74% of ourfull-year 2024F forecast. For our HSX-listed coverage,...
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Vietnam Macro Note - SBV announces readiness to sell USD
We believe the SBV’s latest move aims to ease sentiment in the FX market given rising pressure on the USD/VND exchange rate in recent weeks.
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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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