News & Publications

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|

Looking Ahead at 2019

Vietnam’s economy continues to be strong: GDP growth is expected to be around 7%, inflation is under control, and the VND has been more stable than most regional peers. In 2019, external, rather than internal, factors are likely to have a bigger impact on Vietnam. We take a brief look at some of the key issues likely to affect Vietnam’s economy and stock market.

December 07th, 2018|

VN Dong Depreciation Pressures Are Increasing

Vietnam’s currency has been more stable than most of its emerging market peers this year, but our Chief Economist Michael Kokalari thinks depreciation pressures will increase in 2019.

November 26th, 2018|

Vietnam: There’s No Contagion Here

Over the past few months, the international business news media has published several articles about the “emerging market crisis” and the fear of “contagion” spreading from a handful of countries to other markets. Turkey, Argentina, Brazil and Pakistan, as well as some Southeast Asian countries, have all experienced significant economic and political challenges. As one of the larger frontier markets, Vietnam was unable to escape this broad sell-off. The fact is, however, that Vietnam is far better positioned than its frontier market peers across a range of key factors. We make the case that Vietnam’s strong macroeconomic and other factors justify our bullish outlook for the opportunities we continue to see in the market.

October 09th, 2018|

VinaCapital Ventures launches, invests in Logivan and FastGo

The new USD100 million venture holding company targets entrepreneurs with big ideas and helps them build companies that make a significant impact on the lives of people in Vietnam and beyond. Its first investments are Logivan and FastGo, two technology enabled startups providing solutions for the transportation and logistics markets in Vietnam.

August 30th, 2018|

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