Why Vietnam should be back on your radar

We talk to Michel Tosto, director and head of equities and fixed income for Viet Capital Securities, about his outlook for Vietnam.

Why Vietnam should be back on your radar
Michel Tosto, Viet Capital Securities

Vietnam was one of the best performing markets in January. Is it simply because it’s off a low base And do you think it will continue
Keep in mind that 2011 started with rapidly rising inflation and expectations that the state bank would hike interest rates, which they did aggressively. Not surprisingly, markets crashed as financing became scarce. Inflation peaked in September, but then markets became oversold as fears that banks wouldn’t be able to cope...

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