How will JGB risks impact other markets?
Many analysts said JGB vulnerability woule be proving a headache for other markets as well – even treasuries.
Many analysts said JGB vulnerability woule be proving a headache for other markets as well – even treasuries.
Many analysts expect the positive signal to return and soon push VN-Index above the 2025 peak - 1,343 points, towards 1,398 points.
As Vietnam eyes a significant trade agreement with the US, Dr. Le Quoc Phuong supports zero tariffs and increased imports of American goods to foster a balanced trade...
The FED met yesterday as it attempts to navigate a path through the stagflationary implications of US tariffs. But the Fed’s problems don’t stop here. For unlike other...
Nguyễn Hữu Bình, a stock market expert, believes that as the VN-Index approaches the 1,300-point threshold, the pressure for profit-taking will intensify.
If inflationary pressure is caused by this deglobalisation trend, and not the undermining of central bank independence, then it is likely to be experienced by all...
There is clear speculation that many countries could enter a recession as a result of the US tariff shock. This includes not just the recipients of higher US tariffs,...
We need to look into why the treasury market has been so volatile in recent days, especially at the very long end of the curve.
The US President Donald Trump dropped new tariff rates on imports from most U.S. trade partners to 10% for 90 days to allow trade negotiations with those countries.
Without tariff wins from the US Administration, the bleeding will continue in asset prices.
PM Pham Minh Chinh asked the negotiation delegation to propose the US consider postponing the imposition of the new tariff policy for at least 45 days so that the two...
General Secretary To Lam spoke highly of the talks, during which the two leaders affirmed their desires to continue strengthening the bilateral relations for the...
Minister of Industry and Trade Nguyen Hong Dien has sent a diplomatic note requesting US authorities delay the tariff imposition to allow for constructive dialogue...
The first issue, of course, is to define ‘tariff success’. We can’t know for sure what constitutes success. But there’s probably three or four definitions according to...
As the US pivots sharply toward protectionism under the second Trump administration, Vietnam finds itself at the epicentre of a trade policy earthquake. But with...
Trump’s so-called reciprocal tariffs, which are paid by U.S.-based companies importing products into the United States, vary by country, ranging from a minimum of 10% to...
The U.S.-China trade war is driving shifts in global supply chains. Vietnam sees new opportunities in exports and manufacturing, but challenges like rising costs and...
In trying to make America great again, has President Trump actually made America ‘bad’ again, at least in the eyes of global investors?
The question around the impact of US tariffs has changed from ‘what if’ (tariffs are imposed), to ‘how long’ (might they be in place). While traders and investors might...
The Standard Bank’s view on the dollar has been that President Trump will leave the greenback at a lower level at the end of his term than where he found it, just like...
The euro is off to a flying start this week. Much of the rise appears due to the aftermath of the Trump/Zelenskyy shouting match last Friday as markets speculate that...
Rather than the uniformity of the 10% or 20% global tariff that Trump threatened during the election campaign, it seems that tariffs will be run on more of a competitive...