VIETNAM’S TOURISM, VISA SITUATION AND STOCK MARKET 2022?

Many of us thankfully might be starting to embrace dusting off our passports now and travelling overseas, or at least thinking about it. I therefore thought is a good time to explore the potential of a rebound in Vietnam tourism. Amongst other things, I will discuss how previous obstacles around travelling at the beginning of … Continue reading VIETNAM’S TOURISM, VISA SITUATION AND STOCK MARKET 2022?

WHY IS THE VIETNAM STOCK MARKET DOWN TODAY?

Well I could just say because the US stock market was down quite a bit since Friday (today is Vietnam's first trading session since then) and finish this blog post with one sentence. However I thought it might be interesting to explore some of the recent correlations between the Vietnam stock market, and that of … Continue reading WHY IS THE VIETNAM STOCK MARKET DOWN TODAY?

IN THE YEAR OF THE TIGER, CAN VIETNAM BECOME A TIGER ECONOMY?

As I recover from overindulging from various new year celebrations (yes I probably need almost 2 months for that), I thought I would try and collect my thoughts about the year of the tiger. It made me think about the theme of tiger economies in Asia in the 1980s. I shall explore what it meant, … Continue reading IN THE YEAR OF THE TIGER, CAN VIETNAM BECOME A TIGER ECONOMY?

WHEN WILL THE VIETNAM UPGRADE TO EMERGING MARKET STATUS OCCUR?

In this blog post, I thought I would examine this question above, which is one of the more common questions I hear global investors ask about the Vietnam stock market. IS VIETNAM A FRONTIER OR AN EMERGING MARKET? This is not a new question. For example I remember reading plenty of stories almost 5 years … Continue reading WHEN WILL THE VIETNAM UPGRADE TO EMERGING MARKET STATUS OCCUR?

VIETNAM STOCK MARKET RETURNS IF WE GET A U.S. STOCK MARKET CRASH?

Fears of a U.S. stock market crash were escalating in January, with the S&P500 losing more than 5% for the month, and the Nasdaq falling around 9%. With such big losses in the largest stock market in the world, those owning risker frontier / emerging stock markets such as Vietnam are going to feel even … Continue reading VIETNAM STOCK MARKET RETURNS IF WE GET A U.S. STOCK MARKET CRASH?

BEST GLOBAL STOCK MARKET RETURNS 2021 – HOW ABOUT VIETNAM?

Was Vietnam the best performing global stock market in the world in 2021? When searching this topic, do we use one of the popular Vietnam ETFs as a guide to measure this? Or should we refer to the VN Index, or maybe even some of the major closed end funds from active managers given that … Continue reading BEST GLOBAL STOCK MARKET RETURNS 2021 – HOW ABOUT VIETNAM?

LIST OF TOP BANKS IN VIETNAM

If you are investing in the Vietnam stock market via a managed fund product, chances are you will have a significant exposure to the banking sector. Are there some reasons why Vietnam bank stocks might have growth tailwinds that are lacking in the banking stocks listed in developed markets? Read on to get some perspective … Continue reading LIST OF TOP BANKS IN VIETNAM

PROBLEMS WITH REOPENING STOCKS, EMERGING VS DEVELOPED MARKETS OUTLOOK 2022.

I think I might already have been jabbed more times from Pfizer vaccines this year, compared to number of social outings I have got to experience as a Melbourne resident. Therefore should the vaccine work as well as the governments tell me, given my age, touch wood the Omicron variant won’t hurt me too much … Continue reading PROBLEMS WITH REOPENING STOCKS, EMERGING VS DEVELOPED MARKETS OUTLOOK 2022.

WILL THE VIETNAM STOCK MARKET CRASH AGAIN?

It is around 20 months now since the Vietnam stock market bottomed out in late March of 2020 after the covid-19 “crash”. I used the word crash loosely as the Vietnam market actually fell less than many developed markets at the time. We are talking circa 30% in a couple of months, although the market … Continue reading WILL THE VIETNAM STOCK MARKET CRASH AGAIN?

WHAT ARE THE BEST PERFORMING STOCK MARKETS IN THE WORLD THIS YEAR?

Thus far up until the first week or so into November that is. You may be surprised with the results so far; can they hang onto their gains for the rest of the year? Please note that this was based off my searches for performance up until November 8. Some markets are considered too insignificant … Continue reading WHAT ARE THE BEST PERFORMING STOCK MARKETS IN THE WORLD THIS YEAR?

VIETNAM STOCK MARKET HISTORY

With differing opinions about whether the Vietnam stock market should be given frontier or emerging market status, I thought it would be useful to see how it has evolved over its history. The Vietnam stock market has come a long way since its establishment more than 20 years ago, so let’s take a look at … Continue reading VIETNAM STOCK MARKET HISTORY

VIETNAM NEW COVID WAVE, 2022 STOCK MARKET & ECONOMIC OUTLOOK

Those following some of the recent short-term fluctuations in the Vietnam stock market would have noticed a correction in July where the market dipped circa 14% in the space of 2-3 weeks. The key driver was a new Covid wave where case numbers were surging from levels seen in June. I will explore why the … Continue reading VIETNAM NEW COVID WAVE, 2022 STOCK MARKET & ECONOMIC OUTLOOK