Vietnamese exporters face a critical turning point as the US imposes tariffs of up to 46% on imports. Key sectors like textiles, footwear, electronics, and furniture are...
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...
Vietnamese businesses face a major challenge as new US tariffs could reach 46%. RMIT University lecturer Dr Scott McDonald says that to stay competitive, firms must...
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 “liberation day” in the US today, as the Trump Administration releases its reciprocal tariff naughty list, won’t be ‘clarity day’.
The US dollar has fallen by as much as 6% this quarter against other developed currencies (on the DXY index).
Should central banks set policy in a different way if they are more uncertain about the economic outlook?
Many economists said responding to US tariffs through the financial account, rather than through the trade account might be more beneficial for these countries.
In trying to make America great again, has President Trump actually made America ‘bad’ again, at least in the eyes of global investors?
The US is not looking as exceptional and that’s weighing on the US dollar. Add to this the flip-flopping over tariffs and it suggests that the US dollar will stay on the...
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...
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...
In our view the US dollar is trading poorly and this makes us feel that it is more likely to decline over the medium term.
Many analysts’ key currency call for this year is that the yen will go from being the worst performing G10 currency over the past couple of years, to being the best in...
In terms of the FX market, we could see non-European ‘safe’ currencies gain. Will the euro be particularly vulnerable to a failed peace deal?
Because of the Trump administration's tariff measures, the USD is likely to strengthen, putting a lot of pressure on the USD/VND exchange rate.
The market is a bit too dismissive of the tariff threat and this could leave riskier assets open to a slump and the US dollar on the verge of a rise.
The American Chamber of Commerce in Vietnam has urged policymakers to continue dialogue to find solutions that support sustainable economic growth and minimize trade...
President Trump was elected on a mandate to make America great again. It is possible that his program of tariffs, tax cuts, deportations, gutting the government and more...
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