Experts held that businesses should seek new export markets and expand the domestic market, while viewing this challenge as an opportunity to restructure and redefine...
Michael Kokalari, Chief Economist at VinaCapital, described the April 2 announcement of ‘reciprocal tariffs’ as “completely unexpected”. “Based on our analysis, these...
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...
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.
As tariffs are thought to produce a one-time lift to US inflation, so the lift to the dollar may prove temporary and not permanent.
To protect domestic manufacturers, the US government has put a 25% tariff on all imported aluminum and steel products. How would this policy affect Vietnamese steel...
VN
EN