Latest Insights – Page 3 – VinaCapital – Vietnam Opportunity Fund

Gold, the US Dollar and interest rate: What it all means for Vietnam

As of this writing, the USD-VND exchange rate has depreciated 4.5% YTD, a level at which the State Bank of Vietnam (SBV) has in the past taken concrete action to support the Dong. The value of the VN Dong has never depreciated by more than 3.5% in any calendar year since 2015, even in years […]

Vietnam’s export recovery gains momentum

In 2023, Vietnam’s exports fell for the first time since the Global Financial Crisis (GFC), which weighed heavily on the country’s 2023 GDP growth; exports averaged nearly 90% of GDP over 2019-22. Exports resumed growth in Q4, and surged 42% yoy in January, supported by a 33% leap in high-tech products, which account for one-third […]

Looking ahead at 2024

After a challenging 2023, all indications are that 2024 should be a stronger year for Vietnam’s economy, driven by a rebound in the manufacturing sector and an improvement in consumer sentiment. In addition, the plunge in interest rates throughout 2023 should help boost the real estate market after having helped support the stock market last […]

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