On 13 October 2021, VinaCapital Group announced that EDF Renewables, an international leader in renewable energy, has made a significant investment in SkyX Energy, the holding company of SkyX Solar, a rooftop solar power developer and a VinaCapital subsidiary.
It seems that nearly every day there are news articles about Evergrande and its impact on the Chinese economy. Understandably, several clients have asked us if this type of crisis could happen in Vietnam and if the current situation will have much impact here. In today’s piece, Michael Kokalari, Chief Economist at VinaCapital, shares his research and insights on how China’s policy and regulatory environment enabled the Evergrande crisis and how and why the rules are very different in Vietnam.
Dutycast is the creator of a tool that eases the cross-border e-commerce experience for shoppers in Vietnam and beyond by providing transparency around final prices, duties, taxes, and related logistics expenses.
In our last Insights piece, we noted that Vietnam is shifting away from a “Zero Covid” approach to “Living with COVID” and plans to gradually lift restrictions in the coming weeks and months. In today’s Insight, Michael Kokalari, VinaCapital’s Chief Economist, shares his views on sectors that will benefit from the gradual re-opening of the economy. The VNI is up 22.36% YTD, though not every sector has enjoyed stellar returns; focusing on sector and stock selection will be critical to benefitting from the economic rebound that will follow the re-opening.