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 Evidence of improving macroeconomic fundamentals in Vietnam, a strong real GDP growth reading of 6.0% year-on-year (y-o-y) in Q413, accelerating foreign direct investment inflows,...

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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 20.0% in 2013, to 96,688 units. The strong showing in 2013 was largely attributed to 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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B MI View: Vietnam's consumer electronics market has a bright outlook as rising incomes and falling average device prices in key segments catalyse strong growth in demand. We estimate spending...

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Defence & Security

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BMI View: China's declaration of an Air Defence Identification Zone (ADIZ) over disputed areas of the East China Sea, has raised concerns that China may take similar unilateral actions in the...

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Food & Drink

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BMI View: Despite 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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In line with BMI's view that the Vietnamese economy would accelerate forcefully into the final months of the year (see 'Economy Picking Up Pace', October 4 2013), the latest data released by the...

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Information Technology

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BMI View: Vietnam's IT market is a regional outperformer and we expect strong growth to continue over the medium term. We forecast IT spending will grow at a compound annual growth rate (...

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Infrastructure

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BMI View: Vietnam's construction sector is in an upward cyclical phase, as evidenced by a real growth rate of 5.3% y-o-y in the first nine months of 2013. We believe this could continue in 2014...

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Insurance

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BMI View : Vietnam's insurance sector appears to be one of the most dynamic in South East Asia. By many metrics, it is growing rapidly. In both of the main segments, companies are undertaking...

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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: Underpinned by an abundance of untapped mineral resources and the increasing attractiveness of frontier mining, we believe South East Asia will slowly emerge to become one of the...

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Oil & Gas

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BMI View : Oil production is set for robust growth in the short-term, as new projects are brought online or ramped up to peak production levels. However, after peaking in 2016, we forecast output...

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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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BMI View: The upgrade to our private healthcare forecast stems largely from the Vietnamese government's plan to pass hospital operating costs to patients. We highlight that this is potentially...

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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: We believe that despite the continuing soft economy and domestic tensions surrounding the election, Vietnam's commercial co nstruction outlook is positive and driven by the rising demand...

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Shipping

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BMI View: A lthough we expect the Vietnamese economy to record yet another quarter of sub-par growth in Q4 2013, we are beginning to see potential for upside surprises to domestic demand over the...

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Telecommunications

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BMI View : Starting from January 2013, we will be using the Viet n am Telecommunications Authority data on the mobile sector. Previously, we have made estimates based on figures published by...

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Tourism

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BMI's Vietnam tourism report looks at a range of key indicators in this burgeoning Asia Pacific market. With domestic economic growth accelerating and the industry becoming increasingly accessible...

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