Vietnam
Economy
The rising risks to macroeconomic stability have prompted the Vietnamese government to launch an unprecedented VND100trn (US$5.9bn) stimulus package to bolster economic growth in...
2008-12-16Economy
While we were expecting another 100bps cut in the Vietnam base rate to 11% before the end of the year, the third rate cut in less than a month indicates that the central bank is...
2008-11-26Economy
The outlook for the Viet Nam Index (VNI) is still poor, due to the deteriorating global and domestic economy. The equity index, currently trading at 320.33, vies with the Shanghai...
2008-11-25Economy
Our sovereign risk ratings for Asia have fallen further since the August 2008 update, with most countries registering lower scores. This reflects BMI's expectations of significantly...
2008-11-21Economy
While we were expecting another 100bps cut in the Vietnam base rate to 11% before the end of the year, the third rare cut in less than a month indicates that the central bank is now...
2008-11-20Economy
We see increasing risks for the Vietnamese banking sector from falling real estate market as non-performing loans increase and the value of loan collateral diminishes rapidly. Banking...
2008-11-19Economy
The Asia-Pacific region will face some stern tests in 2008-10. While we believe that the rise of Asia arguably represents the most significant shift in wealth in five hundred years...
2008-10-31Economy
BMI View: We believe the Vietnamese government may soon move to ease rules on foreign direct investment in order to boost investment inflows to cover the trade deficit, expected...
2008-10-28Economy
We have been reinforced in our view that the Vietnamese government will let the dong slip towards VND17,000/US$ by end-08 in order to support a continued improvement in the trade...
2008-10-23Economy
Following another day of very sharp losses on Thursday, we are reiterating key downside levels for several Asian stock markets. While we do not preclude short-term bounces, the overall...
2008-10-16




