Vietnam

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... 2008-10-31

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... 2008-10-28

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... 2008-10-23

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

BMI View: We view the Vietnamese banking sector as a veritable Shangri-la for early entrants as poorly-capitalised and inefficient domestic banks are ill-prepared for the opening... 2008-09-26

BMI View: We see Vietnam continuing its macroeconomic improvement with consumer price inflation falling to around 25% y-o-y by end-08 and the trade deficit coming in at a lower than... 2008-09-22

BMI View: In view of the sharp falls in Asian currencies lately, we have been forced to re-assess our end-2008 and even end-2009 forecasts. We see further declines in the short term.... 2008-09-18

BMI View: The phasing out of fuel subsidies will have a beneficial effect on Vietnam's fiscal and trade accounts, but is also evidence of the continued economic reform agenda advocated... 2008-09-17

Indonesia's financial markets are once again looking decidedly dicey. The rupiah on September 12 touched an eight-month low of IDR9,465/US$, after crashing through the IDR9,450/US$... 2008-09-12

BMI View: We see further downside for Asian stock markets and currencies in the near term. Indeed, with most equity markets down by between 1.5% and 3.5% on Thursday September 11,... 2008-09-11