Asia Economics Update Vietnam makes the right move Vietnam’s central bank (SBV) lifted its policy rate by 100bp, to 9%, late on Friday. The adjustment is a step in the right direction but far more has to be done to ensure that inflation slows to the... 8th November 2010 · 1 min read
Asia Economics Update Are Vietnam's policy-makers losing the plot? October data from Vietnam have brought a sharp acceleration in annual inflation and another increase in the merchandise trade deficit. Nevertheless, the authorities continue to target faster credit... 2nd November 2010 · 1 min read
Asia Economics Update Vietnam should compromise on growth and target stability September data and Q3 GDP published over the last few days show that the economy in Vietnam is picking up speed. This contrasts with just about everywhere else in ASEAN where growth is losing rather... 27th September 2010 · 1 min read
Asia Economic Outlook Asia is re-balancing and will continue to lead (Q3 10) The global upswing is now regaining some traction and the threat of renewed financial crisis has diminished. However, the world recovery will stay weak and vulnerable to other risks such as deflation... 23rd September 2010 · 1 min read
Asia Economics Update Vietnam set for rapid, but high risk, growth August data published over the last week show that the upswing in Vietnam remains strong, inflation has stayed on a slower track, while higher capital inflows are easing the strain on the balance of... 31st August 2010 · 1 min read
Asia Economics Update Vietnam's muddled policy-making gets what is deserved The Fitch downgrade of Vietnam’s foreign currency debt, announced today, was no surprise. Over the last six months domestic policies have see-sawed between fighting inflation and boosting growth while... 29th July 2010 · 1 min read
Asia Economics Weekly Vietnam’s upswing is accelerating again Vietnam data published over the next few days will almost certainly confirm that the economy has picked up speed and is now expanding close to the government’s target pace of 6.5% y/y. It is likely... 28th June 2010 · 1 min read
Asia Economics Update Vietnam still likely to raise rates again soon The central bank of Vietnam (SBV) yesterday, as expected, announced that its key policy rate will stay unchanged at 8.0% during June. Nevertheless, the cash rate looks too low for an economy that will... 1st June 2010 · 1 min read
Asia Economic Outlook Asia to keep going its own way (Q2 10) We expect the world recovery will lose momentum in 2010-11 but do not anticipate that the recent turmoil in the markets will derail the global upswing. The implication for Asia is that the regional... 27th May 2010 · 1 min read
Asia Economics Weekly Vietnam outlook continues to improve The central bank in Vietnam will set interest rates for June over the next few days and will probably keep the base rate unchanged at 8.00%, rather than move rates up. The easing of credit conditions... 24th May 2010 · 1 min read
Asia Economics Update Vietnam still likely to raise rates again soon The central bank of Vietnam (SBV) today announced that its key policy rate will stay unchanged at 8.0% during May. Staying on hold was expected given that the authorities in Q1 engineered a sharper... 27th April 2010 · 1 min read
Asia Economics Weekly Vietnam to wait and see The central bank in Vietnam (SBV) should set interest rates for May over the next few days and will probably keep the base rate on hold at 8.00%. Monetary policy has been effectively tightened in... 26th April 2010 · 1 min read
Asia Economics Update Vietnam growth holds strong but inflation is the problem Vietnam is the first Asian country to report GDP data and the latest figures, released today, showed that the economy expanded 5.8% y/y in Q1. The economic upswing will probably strengthen during the... 30th March 2010 · 1 min read
Asia Economics Update Vietnam moving too slowly The central bank of Vietnam (SBV) today announced that its key policy rate will stay unchanged at 8.0% during April. This is a dangerous strategy. Inflation has already hit 9.5% y/y and will probably... 25th March 2010 · 1 min read
Asia Economics Update Vietnam’s change not as bad as first appears Today’s headlines that Vietnam is moving toward price controls do not mark a shift away from the free market policy adjustments needed to successfully tackle its inflation and balance of payments... 1st March 2010 · 1 min read
Asia Economic Outlook Upswings to stay impressive for a while (Q1 10) The trade-dependent economies will eventually see slower GDP growth later this year and in 2011 as the global upswing loses momentum. But Asia’s rebound will not come to a complete halt and growth, by... 19th February 2010 · 1 min read
