Vietnam
Economy
We expect public resentment against China to remain a concern for the government leading up to Communist Party of Vietnam's National Congress in January 2011. With Hanoi's efforts...
2010-04-22Economy
The State Bank of Vietnam is now struggling to get commercial banks to reduce their interest rates after having removed the cap on lending rates in early March. With the central bank...
2010-04-20Economy
Vietnam needs to push on in its 'equitisation' process of privatising state-owned enterprises in order to maintain high economic growth. However, we remain sceptical of the prospects...
2010-04-06Economy
The 5.8% y-o-y GDP expansion in Q110 indicates that an economic slowdown is underway after the stimulus-driven strong growth rates of H209. With exports still sluggish and domestic...
2010-03-30Economy
BMI View: Back in May 2009, BMI suggested that the story of 'Three Asias' - that of China and India, the domestic demand-driven economies and the trade-dependent states - would dictate...
2010-03-30Economy
We expect tighter monetary conditions to slow growth over 2010 as inflation enters into double digits in Q210. While decelerating food price growth may hold back inflation in the...
2010-03-24Economy
BMI View: While emerging Asia's policymakers are unlikely to adopt a common timetable to monetary stimulus withdrawal, we continue to see a gradual normalisation of interest rates...
2010-03-22Economy
Recent data has reinforced our view that consumer price inflation, at 8.5% y-o-y in February, could break into double digits as early as March. A prolonged delay by the authorities...
2010-03-08
