Emerging Vietnam by HSC Institutional Research

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Welcome to the Emerging Vietnam podcast by HSC Institutional Research, the show where we put Vietnam's capital markets and economics in context. Hosted on Acast. See acast.com/privacy for more information.

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  1. 8월 13일

    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.

    8분

  2. 6월 16일

    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.

    10분

  3. 5월 16일

    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.

    11분

  4. 5월 8일

    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.

    11분

  5. 4월 23일

    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.

    13분

  6. 4월 11일

    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.

    11분
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소개

Welcome to the Emerging Vietnam podcast by HSC Institutional Research, the show where we put Vietnam's capital markets and economics in context. Hosted on Acast. See acast.com/privacy for more information.

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