Vietnam Views

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De-Dollarisation Efforts Bearing Fruit

The Vietnamese dong has remained stable within a narrow range of VND20,815/US$-VND21,238/US$ since the beginning of 2012, and we expect this trend to continue throughout 2014. There is increasing...

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Regional FX & Fixed Income Strategy

Our decision to turn cautious towards Asian FX on October 30 proved well-timed, with the US dollar coming back strongly across the board. Looking at our Asia FX basket (which excludes AUD and NZD),...

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Boom Not Near Despite Positive Reforms

A resource boom in Vietnam is unlikely to materialise anytime soon despite the ongoing reforms in the mining space. Frontier mining will lose attraction as cost-cutting becomes the key lever for...

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