Emerging Vietnam by HSC Institutional Research

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Direct from the desks of HSC's institutional research team, Emerging Vietnam unpacks the macroeconomic trends, sector developments, and market dynamics defining Vietnam's next chapter. Hosted on Acast. See acast.com/privacy for more information.

Episodes

  1. Apr 19

    New comrades; Vietnam's 16th National Assembly in focus

    Vietnam's 16th National Assembly has officially convened — and the new leadership lineup could shape the country's economic trajectory for years to come. In this episode, host Hugo Bosch is joined by Dr. Long, HSC's Head of Macroeconomics, to unpack what the appointments of Party Chief To Lam as State President and Le Minh Hung as Prime Minister mean for Vietnam's growth story. From the structure of the new government to the policy priorities ahead, this is your essential briefing on the political forces driving one of Southeast Asia's most dynamic economies. For more information on the topics discussed, please see the link to our latest research report. Hosted on Acast. See acast.com/privacy for more information.

    13 min

  2. Apr 12

    Emerging greatness; Vietnam's FTSE upgrade unpacked

    After nearly a decade on the watchlist, Vietnam has officially been reclassified from Frontier to Secondary Emerging Market status by FTSE Russell — but what does this mean in practice? In this episode, host Hugo Bosch sits down with HSC's Chief Market Strategist Tyler Nguyen to cut through the noise. They break down the timeline for passive inflows, which stocks stand to benefit most, what history tells us from Saudi Arabia and Kuwait's own upgrades, and whether this puts Vietnam on the path to the bigger prize: MSCI Emerging Market status. Spoiler — the billion dollars matters less than what it signals. Hosted on Acast. See acast.com/privacy for more information.

    16 min

  3. Mar 18

    Dire straits; Vietnam grapples with Hormuz closure

    HSC's Head of Energy & Utilities Nam Nguyen joins this episode to discuss the impact of the US-Iran war on Vietnam's oil & gas sector. For more information on this topic, HSC clients can refer to our previously published report linked here. Hosted on Acast. See acast.com/privacy for more information.

    14 min

  4. Feb 9

    Into the cryptoverse; Decision 96 paves way for Vietnam crypto exchange

    HSC's Financials Research Manager Le Khanh Tung joins this episode to discuss Decision 96 and what that means for a future domestic cryptocurrency exchange in Vietnam. For more information on this topic, HSC clients can refer to our previously published report via this link. Hosted on Acast. See acast.com/privacy for more information.

    12 min

  5. Jan 27

    Don't stop me now; Vietnam trade shrugs off Trump 2.0

    HSC's macroeconomics analyst Le Tran Thu Hang joins this episode to discuss Vietnam's resilient 2025 trade results. For more information on this topic, HSC clients can refer to our previously published report right here. Hosted on Acast. See acast.com/privacy for more information.

    14 min

  6. 08/13/2025

    Onwards & upwards; macro indicators stay green

    Dr Long, HSC's Head of Macroeconomics, joins this episode to unpack Vietnam’s July 2025 economic data. For more information on this topic, HSC clients can refer to our previously published report. Hosted on Acast. See acast.com/privacy for more information.

    8 min

  7. 06/16/2025

    Ascending the bamboo ladder; new VN Index target set

    On this episode of Emerging Vietnam, HSC's Chief Market Strategist Tyler Nguyen unpacks our latest 12 month forward VN Index forecast of 1512. For more information on this topic, HSC clients can refer to our previously published report. Hosted on Acast. See acast.com/privacy for more information.

    10 min

  8. 05/16/2025

    Signalling resilience; robust macro cuts through tariff noise

    On this episode of Emerging Vietnam, HSC's Head of Macroeconomics, Dr Long, discusses Vietnam's macroeconomic results in April. For more information on this topic, HSC clients can refer to our previously published report. Hosted on Acast. See acast.com/privacy for more information.

    11 min

  9. 05/08/2025

    LNG diplomacy; Vietnam's energy play

    On this episode of Emerging Vietnam, HSC's Head of Energy & Utilities, Nam Hoang Nguyen, discusses the development of LNG in Vietnam and how it may play a role in trade negotiations with the US. For more information on this topic, HSC clients can refer to our previously published report. Hosted on Acast. See acast.com/privacy for more information.

    11 min

  10. 04/23/2025

    Gimme shelter; sector strategy amidst trade tumult

    On this episode of Emerging Vietnam, HSC's Chief Market Strategist, Tyler Nguyen, shares his thoughts on which sectors in the Vietnam market may be more resilient in any future US-Vietnam trade deal. For more information on this topic, HSC clients can refer to our previously published report. Hosted on Acast. See acast.com/privacy for more information.

    13 min

  11. 04/11/2025

    When the levies break; Vietnam's 90-day tariff reprieve

    On this episode of Emerging Vietnam, HSC's Head of Macroeconomics, Dr Long, discusses the impact of US tariffs on Vietnam. For more information on this topic, HSC clients can refer to our previously published report. Update: Since recording, US levies on Chinese imports have increased to 145% and Chinese levies on US goods have increased to 125% Hosted on Acast. See acast.com/privacy for more information.

    11 min
  • 11 Episodes

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Direct from the desks of HSC's institutional research team, Emerging Vietnam unpacks the macroeconomic trends, sector developments, and market dynamics defining Vietnam's next chapter. Hosted on Acast. See acast.com/privacy for more information.

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