Export
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Vietnam PM and President Trump Commit to Billions in Trade Deal
The Prime Minister of Vietnam and a 100-member delegation of Vietnamese diplomats and businessmen received a warm welcome from President Donald Trump in Washington D.C. on May 31, 2017. The meeting took place at the White House with the focus on strengthening relations, beginning with a billion dollar trade partnership between the two countries. “Prime
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BREXIT Impact on Vietnam
June 28, 2016 Courtesy of our friends at VietCapital, below are some likely impact of Brexit on Vietnam. Companies likely benefitting from BREXIT – Those with large debt denominated in EUR (a few) or GBP.
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Vietnam & BREXIT
June 25, 2016 Today, global and Vietnamese financial markets’ movements demonstrated cautious and unexpected reaction facing 51.9% of vote for Brexit. According to Bloomberg’s statistics, GBP depreciated by 11%, reached the lowest point since 1985.
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Chairman’s Insights – Furniture Sector
June 02, 2016 The timber and furniture sectors are experiencing significant growth in Vietnam and the new and anticipated trade agreements are further driving interest in the sector. This growth is being seen at all levels
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Vietnam Taxation Primer: Corporate Income Tax
May 16, 2016 Tax administration is controlled by the General Department of Taxation, which operates under the Ministry of Finance. Tax affairs may also be handled by local provincial Tax Departments.
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Vietnam Macro: Consumption Jump Dragged by Agriculture Slump
May 11, 2016 Agriculture, aquaculture, and forestry faced an output contraction for the first time in over 15 years as drought and saltwater intrusion dampened production.
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Vietnam Strategy – Strong Earnings Will Drive Market Up 18 – 20%
May 09, 2016 The VN-Index finished 2015 with a disappointing 1% increase for the second half and 6.4% for the year. The outlook for 2016 looks better, but with risk. We expect strong earnings growth, driven by an emerging consumer and strong manufacturing.
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Dien Quang JSC Led by LED Sales Looks to Have a Bright Future
March 15, 2016 DQC FY2015 results fell on weak exports as having sold off cheap inventories in 2014 and then switched to LED products. Even as domestic sales jumped 20% led by LED products. Following a major marketing campaign early in the 2-H FY2015.
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Macro Update – 3Q GDP Growth Surprises on the Upside
September 2015 3Q GDP growth surprises on the upside GDP growth ramped up to 6.81% in 3Q15, the highest 3Q growth over the past five years. Manufacturing re-affirmed the pivotal role in spurring growth as the wave of production shift from electronics MNCs helped to abate negativity from stalled global trade. Meanwhile, the economy gained
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HSG [Non Rated] – Dream of Competing With HPG & Formosa
August 20, 2015. Hoa Sen Group (HSG), coated steel sheet producer – HSG is doing pre-feasibility study for a steel complex project with capacity of 5-8m tons (2x of HPG’s scale and a 2/3x of Formosa phase 1’s scale) to complete its production chain of producing coated steel sheet from iron ore to finished products,
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Vietnamese Economy has the World’s Attention
November 15, 2015. Among some other emerging economies, Vietnam is quickly becoming one of the few who can maintain their growth with some great economic achievements, as rated by the Financial Times. It has had some strong import/export activities while also diversifying their export products across goods such as textiles, oil, seafood, and mobile phones/computers.
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TPP – A Key Driver for Vietnam Economy
The basic argument for Vietnam as the biggest beneficiary of the Trans-Pacific Partnership (TPP) is simply this: As the least developed member of a largely developed club where two of its largest export markets are represented, and almost none of its direct competitors, Vietnam stands to develop at a much more accelerated pace over the
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TPP: Impact on Imports and Exports
June 2015 Imports would increase more rapidly than exports to begin with. Given the need to build and stock new factories – As Vietnam lacks a domestic machinery industry capable of producing the wide variety of machinery required by new factories, an increase in FDI is closely tied to a surge in machinery imports, followed
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TPP Raises Long-Run Expectations
Monthly Data Sep Oct CPI (% YoY) 0.00 0.00 Real retail sales (% YoY) 9.1 8.6 IIP (% YoY) 10.1 8.8 Export val (USD b) 13.8 14.4 Import val (USD b) 14.0 14.5 Disbursed FDI (USD b) 1.2 2.2 Yearly Forecasts 2014A 2015F Nominal GDP USD b 185.7 200.0 Real GDP (% YoY) 6.0
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