Vietnam’s banking sector is rapidly evolving, driven by robust earnings growth and accelerated digital transformation. Over the past decade, it has become a cornerstone of the country’s economic progress, demonstrating resilience and adaptability. Total operating income for banks under our coverage has grown at a compound annual growth rate of 18.4%, driven by solid credit […]
Summary of Q4/2024 results and outlook of Dat Xanh Real Estate Services (DXS VN) The implementation of three real estate laws has spurred new supply growth, yet the majority remain concentrated in the high-end segment, diverging from prevailing demand for mid-end housing. This mismatch has fueled primary price increases in Hanoi and HCMC while keeping […]
Container freight rates have posed challenges for highly trade-exposed countries like Vietnam, driving up logistics costs and squeezing profitability. However, since mid-2024, rates have corrected sharply, bringing relief to businesses. The World Container Index (WCI) has dropped nearly 60% from its peak, while the Shanghai Containerized Freight Index (SCFI) has fallen 57% from its July […]
Summary of Q4/2024 results and outlook of Vinhomes JSC (VHM VN) The implementation of new real estate laws has spurred new supply growth, yet the majority remain concentrated in the high-end segment, diverging from prevailing demand for mid-end housing. This mismatch has fueled primary price increases in Hanoi and HCMC while keeping transaction volumes subdued. […]
Vietnam’s stock market staged a rally today, VN-Index surging 6.7% following the news of a delay in the imposition of Trump’s “reciprocal tariffs”. Nearly all stocks across the board hit their 7% ceiling limits, including every single constituent of the VN30. This marks the first time in history that all VN30 stocks reached the ceiling […]
We would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside with the monthly performance update of the TIM Vietnam Actively Managed Certificate for March 2025. Vietnam’s Update – Economy Vietnam ended the first quarter with strong economic indicators, reflecting positive momentum in the domestic economy supported by the government’s proactive […]