News & Publications

What’s it going to take for Vietnam to become an “Emerging Market”?

Vietnam’s stock market has developed significantly over the past few years, fueling speculation that the country’s “graduation” from frontier to emerging market (EM) status by MSCI is imminent. Our Chief Economist Michael Kokalari highlights the importance of MSCI-EM inclusion and the hurdles Vietnam faces in order to graduate.

May 13th, 2019|

Vietnam’s Property Bull Market Goes Into Overtime

Vietnam’s real estate market has rebounded nicely since 2012, and there seems no end to the construction of apartment blocks around HCMC and Hanoi. This sustained growth has led some observers to say that it’s a bubble on the verge of bursting. Chief Economist Michael Kokalari outlines why he believes such fears aren’t warranted, at least not yet.

April 12th, 2019|

The Vietnam Economic Success Story – A Model for North Korea?

The US-North Korea Summit in Hanoi has focused global attention on Vietnam and how it has transformed its economy from one of the most isolated in Southeast Asia to one of the world’s most vibrant, in just 30 years. Our Chief Economist Michael Kokalari highlights the dramatic benefits Vietnam has reaped from opening its economy in a balanced and considered way, and how the country could serve as a model for North Korea when it is ready to open itself up to the world.

February 28th, 2019|