Tiêu đề
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Ngày
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Nguồn
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Ngôn ngữ
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Loại
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Số trang
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Kích thước
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The importance of local factors
Against this backdrop, SC remain bullish on asian currencies in H2-2012, with the SGD and PHP set to outperform the INR and IDR. SC are also constructive on asian government...
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02/07/2012
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Standard Chartered
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Tiếng Anh
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52
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12.653 Kb
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Vietnam – Prepare for the rate-cutting cycle
After a year of struggling with inflation, Vietnam is finally seeing a slowdown in consumer price increases. While tight monetary policy and an emphasis on price stability may have come...
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08/02/2012
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Standard Chartered
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Tiếng Anh
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6
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252 Kb
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Asia Pacific shipping
Container shipping is demand driven: With a normalised capacity CAGR of 8% in 2011-2013E, macro-led trade demand should drive the sector. While we see likely better trans-Pacific trade in 2012,...
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29/11/2011
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Standard Chartered
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Tiếng Anh
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68
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912 Kb
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World Outlook - a Tale of D and E
The size of the block indicates the IMF is estimate of the improvement required in the underlying primary balance, before interest payments, to stabilise debt at 60% of GDP long-term
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28/10/2011
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Standard Chartered
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Tiếng Anh
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34
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3.413 Kb
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Vietnam - Confronting the same old problems
In 2012, the authorities in Vietnam will face o similar set of challenges to previous years: depreciation pressure on the vietnamese dong (VND), and the need to manage credit and...
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20/10/2011
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Standard Chartered
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Tiếng Anh
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6
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1.303 Kb
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Vietnam – Trip notes from Hanoi and Ho Chi Minh
Standard Chartered switch to a mildly bullish stance on the government bond market, from a bearish stance. Standard Chartered believe yields have peaked for this year, and robust domestic demand...
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21/06/2011
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Standard Chartered
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Tiếng Anh
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9
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332 Kb
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Vietnam – Looking for the right entry point
Standard Chartered identify four key factors to watch in order to determine the timing of market entry, and the conditions under which inflation and government bond yields should peak. Standard Chartered...
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25/05/2011
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Standard Chartered
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Tiếng Anh
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8
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120 Kb
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Vietnam – Vietnamese dong devalued
The Vietnamese dong is effectively devalued by 7.2%, with trading band narrowed to +/ -1%. Timing of the move is in line with our expectations; our end-2011 VND forecast has...
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11/02/2011
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Standard Chartered
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Tiếng Anh
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4
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202 Kb
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The Super-Cycle Report
The first super-cycle took place during the second half of the 19th century, from 1870 until 1913, the eve of the First World War. At that time, the world economy...
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25/01/2011
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Standard Chartered
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Tiếng Anh
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152
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4.898 Kb
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Vietnam – Implications of rating downgrade
Latest downgrade by Moody’s to reinforce market worries over VND depreciation. Central bank will need to consider hiking rates and to allow orderly VND depreciation .Standard Chartered do not expect...
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16/12/2010
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Standard Chartered
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Tiếng Anh
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7
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314 Kb
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Asia – Gauging inflation risk
SC also note that Asia is vulnerable to global commodity prices, in
particular food and energy, even though we do not expect these to
experience a...
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02/12/2010
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Standard Chartered
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Tiếng Việt
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12
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444 Kb
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Vietnam – Holding the course
Inflation and trade balance stable in recent months; inflows also improving
Authorities have nonetheless devalued the VND and launched new price-control mechanism
We still expect further VND devaluation in 12-18...
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13/09/2010
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Standard Chartered
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Tiếng Anh
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6
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287 Kb
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Vietnam – A good H1 report card
Although Standard Chartered have been optimistic since the start of the year about Vietnam’s growth outlook, Standard Chartered have been more cautious about inflation and the external payment position,...
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29/06/2010
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Standard Chartered
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Tiếng Anh
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5
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277 Kb
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Vietnam – Rediscovering the frontier
The conditions that originally put Vietnam on investors’ radar screens will return. Vietnam enjoyed the second-highest real growth rate in East Asia between 2000 and 2009, of 7.2% per annum...
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31/05/2010
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Standard Chartered
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Tiếng Anh
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32
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430 Kb
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Vietnam – Further recovery, fresh challenges
With the help of proactive fiscal measures and resilient domestic demand, Vietnam has weathered the global economic crisis relatively well. Along with China, India, and Indonesia, it is one of ...
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29/09/2009
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Standard Chartered
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Tiếng Anh
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8
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203 Kb
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VND raised to Neutral from Underweight
We are raising our short-term FX rating on the Vietnamese dong (VND) to Neutral from Underweight. This primarily reflects the fact that onshore forwards already price in further depreciations of ...
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24/08/2009
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Standard Chartered
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Tiếng Anh
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9
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236 Kb
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Vietnam – What a difference a year makes
12 months ago, the Vietnamese economy was in trouble on two fronts. First, it was running a massive trade deficit due to both cyclical factors (economic overheating) and structural deficiencies...
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09/04/2009
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Standard Chartered
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Tiếng Anh
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9
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196 Kb
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Việt Nam – Lãi suất trái phiếu trên thị trường tăng không bền vững
Sau khi lãi suất trái phiếu trên thị trường tăng mạnh trong những tháng đầu năm, do việc nới lỏng mạnh tay của NHNN và tính thanh khoản của thị...
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30/03/2009
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Standard Chartered
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Tiếng Việt
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5
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142 Kb
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Vietnam – Rise in yields unsustainable
After starting the year on a bullish note, fuelled by an aggressively-easing SBV and flush market liquidity, the Vietnam local bond market has witnessed a correction. The 2Y and 5Y...
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30/03/2009
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Standard Chartered
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Tiếng Anh
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6
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110 Kb
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Sugar – Nearing a peak
Sugar has enjoyed one of the most consistent rallies among soft commodities since the start of the year, rising from USc 11/lb at the end of December to touch USc...
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25/03/2009
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Standard Chartered
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Tiếng Anh
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6
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130 Kb
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