Q4 is bearish for Vietnam market

By , September 30, 2009 12:46 am
  • Bearish till the end of the year
  • Consumable goods & maritime products will being a safe choice of investment as we draw close to Lunar New Year
  • The exchange rate risk might affect many sectors in Vietnam, particularly banking
  • Personally I don’t believe that the current AUD/VND and EUR/VND exchange rates will persist. My view is that AUD will depreciate after 2 months high
  • Real Estate remains highly unstable
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