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15/10/2024, 11:02

What will drive the US dollar in the short term?

Although much of the focus within the foreign exchange market remains locked on central bank policy easing, politics and geopolitics seem more likely to take the driving...

by Admin
14/10/2024, 11:10

Many central banks: Reactive, not proactive

We have spoken many times about how central banks, and particularly the Fed, seem to be basing policy on a more reactive response to the course of data than a proactive...

by Admin
14/10/2024, 02:38

A charge-off policy is urgently needed

Many firms are hoping that commercial banks would charge off their debts and issue fresh loans to assist them regain production and business following the terrible...

by Admin
12/10/2024, 12:00

Export target for 2024 set at US$400 billion

Since the beginning of the year, Vietnam's export activities have continued to recover. It is forecasted that the total export turnover for the entire year may...

by Admin
12/10/2024, 02:38

Vietnam is back as ASEAN’s growth star

From a challenging 2023 and 1Q24, Vietnam is clearly back as ASEAN’s growth star. 3Q24 growth came in at 7.4% y-o-y, beating HSBC and consensus expectations (HSBC: 6.2%,...

by Admin
11/10/2024, 11:09

Is it time to own bonds?

Owning bonds in an easing cycle seems like an obvious trade – and usually the right one. It is unlikely to be any different this time. But timing is important and so too...

by Admin
10/10/2024, 02:38

What leverage for VCB stocks?

The Joint Stock Commercial Bank for Foreign Trade of Vietnam (Vietcombank, HoSE: VCB) is regarded as a representative bank of Vietnam, with a substantial market...

by Admin