Many meetings of central banks: No action expected
This week sees monetary policy meetings at all the major central banks: the Fed, ECB, BoJ and BoE. None are expected to move rates now. How these meetings impact the US...
This week sees monetary policy meetings at all the major central banks: the Fed, ECB, BoJ and BoE. None are expected to move rates now. How these meetings impact the US...
It seems clear that most G10 central banks will avoid rushing to hike rates even as inflation surges on account of higher energy prices. But just because they stall now...
Many joint stock banks are forecast to face liquidity pressure. Will bank profits be affected in 2026?
The consensus move by the banking system to lower interest rates is expected to create fresh momentum for businesses and the real estate market at a time when...
Unsurprisingly, the surge in energy prices last week has led to a sharp reassessment of the G10 monetary policy outlook. Inflation will undoubtedly rise, if only...
In 2025, the USD/VND exchange rate rose by around 3.2%, remaining within the band set by the State Bank of Vietnam (SBV). However, when viewed in a broader context,...
Despite being under control, the practical challenges of managing asset foreclosures and executing judgments put non-performing loans (NPLs) at risk of rising once...
Over the past week, shares of State-owned banks—led by major lenders in the VN30 index—have continued to attract strong investor inflows following the issuance...
Most G10 central banks have been cutting policy rates, but long-term yields have risen. This is highly unusual. While factors such as Trump’s tariff tantrum in the...
With capital costs rising due to higher interest rates, pressure on Net Interest Margins (NIM) could make NIM the most unpredictable variable for the banking industry in...
Higher credit growth is prompting several banks to prioritize optimizing their loan portfolios, especially as many lenders have yet to be fully released from credit...
A number of G10 central banks have become more cautious about policy easing. Here we’d include the Federal Reserve, Bank of England and Reserve Bank of Australia. But...
While most G10 central banks remain in easing mode, it is clear that the path to lower rates is becoming a little trickier.
Credit is continuing to expand strongly, reflecting robust loan demand and high capital absorption capacity in the economy.
The so-called neutral policy rate has attracted more and more attention as central banks reach, or near, the end of their easing cycles. But not only is it hugely...
Central bankers will try to look through supply shocks. That may be right when it comes to energy, but it is not right when the supply shock is in food.
The return of net foreign inflows and renewed market optimism helped the VN-Index recover to 1,663 points after a broad-based selloff in the previous session.
Decree No. 245/2025/NĐ-CP and Decree No. 69/2025/NĐ-CP, together with Vietnam’s upcoming stock market upgrade, are paving the way for several banks to “open their...
Most G10 central banks remain on course to cut rates further as they grapple to find the hard-to-estimate neutral rate.
A press conference was held by the State Bank of Viet Nam (SBV) on October 3, in Ha Noi to announce the banking sector’s performance in the third quarter of 2025. Deputy...
The wave of capital increases from firms of securities and real estate sectors shows that businesses are betting on a new growth cycle for the stock market…
The average 12-month deposit rates of large commercial banks will have room to decrease slightly by 2 bps, easing to 4.7% by the end of 2025.