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08/05/2025, 11:06

How the FED copes with political pressure

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...

by Admin
27/04/2025, 02:38

Diminished prospects for PTB amidst US tariffs

MBS revised down net profit for 2025-26 of Phu Tai JSC (HSX: PTB) by 33.6%/30.6% compared to its previous estimates, reflecting a more subdued business outlook...

by Admin
23/04/2025, 11:09

US tariff deals: How will countries act?

The Trump Administration is currently taking representations from other countries about what they can do to get US-imposed tariffs removed, or at least...

by Admin
22/04/2025, 11:00

What prospects for DPR?

Dong Phu Rubber JSC (HOSE: DPR)’s 2025 outlook is expected to be positive based on: (1) Growth in demand and prices of rubber/latex; (2) DPR can gain rental revenue...

by Admin
21/04/2025, 02:38

Watch out for exchange rate risks

The State Bank of Vietnam (SBV) keeps the USD/VND exchange rate within a "acceptable" range despite the decrease in the USD index (DXY) in order to accomplish several...

by Admin
17/04/2025, 11:09

Economic recession or not amid the US tariffs?

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,...

by Admin
16/04/2025, 11:16

How will the FED act amid US tariffs?

The FED is in a quandary as it parses the likely effect of punitive US tariffs. The tariffs act as a negative supply shock that lowers growth and lifts inflation.

by Admin
15/04/2025, 11:03

Will the US dollar continue to slide?

The US dollar is at a very interesting juncture because it is going down when theory and historical precedent suggests that it should be going up.

by Admin