04/07/2024
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In the short run, we are NEUTRAL towards both VN consumer discretionary and consumer staples stocks. Investors can still find opportunities to invest in potential individual stocks (especially midcap and lowcap) in the two subsectors. In the long run, there are opportunities for companies from both subsectors and we assess the long-term outlook to be PROMISING for both subsectors.
11/06/2024
GLOBAL & VIETNAM MACRO UPDATES The economic data released in May of most economies showed positive signals. In the US and Europe, inflation and employment...
08/05/2024
Vietnam Macro report April 2024: In April, the Vietnamese economy continued to show positive signs of growth. This is the result of the government’s...
04/04/2024
ABSTRACT Part I: Construction industry While most civil construction projects and industrial parks saw a serious decline, the majority of infrastructure...
