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11/09/2025, 11:00

Will the Fed cut rates next week?

The Fed looks set to re-start rate cuts next week and could take the fed funds target rate down by as much as 150-bps by the middle of next year. However, we doubt rates...

by Admin
09/09/2025, 11:14

Rethinking exceptionalism in the US

The US economy and its financial assets have benefited from so-called ‘exceptionalism’ for a number of years – up to this year when growth and stock performance started...

by Admin
08/09/2025, 10:20

Cash flow will tend to be more cautious

The widespread adjustment in the Vietnam stock market shows short-term profit taking pressure, but at the same time, cash flow will tend to be more cautious in the...

by Admin
07/09/2025, 02:39

Vietnam’s bid to be upgraded to EM status

Vietnam is classified as a frontier market by FTSE and MSCI. It has been on the FTSE Russell watchlist for a potential upgrade to emerging market (EM) status since...

by Admin
06/09/2025, 02:38

Risk of housing oversupply

The aggressive push by many developers to launch large-scale real estate projects raises the risk of flooding the market with new supply, heightening concerns of a...

by Admin
04/09/2025, 11:05

Will the US dollar undergo its next downtrend?

Many analysts anticipate that the US dollar will undergo a second period of notable weakness in coming months. It might not be as dramatic as that seen this spring but...

by Admin