Vietnam

In-depth country-focused analysis on Vietnam's economic, political and operational risk environment, complemented by detailed sector insight

Our comprehensive assessment of Vietnam's operating environment and the outlook for its leading sectors are formed by bringing together a wealth of data on global markets that affect Vietnam, as well as the latest industry developments that could impact Vietnam's industries. This unique integrated approach has given us an impeccable track-record for predicting important shifts in the markets, ensuring you’re aware of the latest market opportunities and risks in Vietnam before your competitors.

Vietnam Country Risk

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Core Views The Vietnamese government will continue to face a myriad of challenges over the coming years, and despite China's recent decision to move its oil rig out of the disputed waters, the...

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Vietnam Industry Coverage (20)

Agribusiness

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BMI View: Recent adjustments in our outlook for Vietnam's economy and business environment add further weight to our positive view on the country's agribusiness sector. The industry holds strong...

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Autos

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According to the Vietnam Automobile Manufacturers Association (VAMA), vehicle sales of its members grew 31.7% year-on-year (y-o-y) in June 2014, to 10,853 units. This monthly sales figure, the...

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Commercial Banking

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Commercial Banking Sector Indicators Date Total assets Client loans Bond portfolio Other Liabilities and capital Capital Client deposits Other...

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Consumer Electronics

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BMI View:   Vietnam's consumer electronics market has a bright outlook as rising incomes and falling average device prices in key device categories catalyse strong growth in spending. We estimate...

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Defence & Security

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BMI View: Given China's increased territorial assertiveness in the South China Sea, Vietnam is increasingly finding itself squeezed between the US and China.Vietnam is involved in territorial...

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Food & Drink

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BMI View: Despite a slower than expected economic recovery in 2013, our outlook for Vietnam's economy in 2014 is positive. Recently released macroeconomic data shows a strong rebound in domestic...

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Freight Transport

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We have downgraded Vietnam's growth forecast from 5.9% to 5.7% in 2014 on the back of weaker-than-expected H1 2014 growth numbers, combined with the risk of a an economic backlash from China ( see '...

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Information Technology

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BMI View:   We forecast IT spending will grow at a compound annual growth rate   ( CAGR ) of 12.6 % between 2014 and 2018 , with expansion underpinned by rising incomes, enterprise...

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Infrastructure

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BMI View: Al though we expect the Vietnamese infrastructure sector to take a longer time to recover, we are maintaining our forecasts for the overall construction sector due to the greater...

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Insurance

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BMI View: To a greater extent than in other countries in South East Asia, it remains easier to identify weaknesses in Vietnam's insurance sector. Competitive pressures remain intense. Non-life...

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Medical Devices

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Espicom Industry View : The Vietnamese medical device market is expected to remain one of the strongest in Asia, despite a moderation in import growth over the past couple of years . Continuing...

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Mining

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BMI View: The cooling of the Chinese economy will remove the shine off mining investment in South East Asia . Frontier regions will be the first places where miners pull back their investment as...

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Oil & Gas

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BMI View : We continue to hold a bullish view on Vietnam's short-term oil production growth outlook, with the start-up of new projects and ramp-up of existing production set to buoy output over...

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Petrochemicals

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The Vietnamese petrochemicals industry is set to experience a surge in capacity from 2018 due to the completion of two new complexes in Nghi Son and on Long Son Island and a potential mega-complex...

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Pharmaceuticals & Healthcare

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Russian Cracker Feedstocks Ethane Growing As A Petchems Raw MaterialPetrochemicals production capacity has been failing to keep up with Russia's rapid economic expansion, leading to a rise in...

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Power

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BMI View : Our relatively bullish long-term outlook for Vietnam's power sector, predicated on our view that the country will see strong and prolonged economic growth, remains fully in place ....

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Real Estate

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BMI View: The international reputation of Vietnam's real estate sector is steadily building. Increasing levels of foreign direct investment (FDI) are testament to the growing demand for...

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Shipping

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Latest GDP figures show that the Vietnamese economy grew by 5.0% year-on-year (y-o-y) in Q1 2014, and we believe that our 2014 real GDP growth forecast of 5.9% remains in sight. Indeed, we believe...

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Telecommunications

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BMI View :  Delays to the launch of 4G mean that, for the short term, operators will concentrate on migrating subscribers to 3G services. The broadband market also shows strong growth, although...

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Tourism

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BMI's Vietnam tourism report examines a range of key market indicators in this burgeoning Asia Pacific tourism destination, including expected growth in terms of inbound and outbound travel, tourism...

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