Vietnam Country Risk Key Analysis

Eight Future Geopolitical Flashpoints

Future geopolitical flashpoints are likely to emerge in areas that are not currently receiving much attention by policymakers or the global media. We have identified eight of these, stretching across...

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Global Commodities Strategy

A decisive push above USD19,000/tonne by nickel prices illustrates renewed impetus for H114 rally and USD22,000/tonne looks attainable in the coming weeks. We continue to forecast weakness in H214 as...

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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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