Như thường lệ, những bài báo nước ngoài bắt đầu nói tốt về Việt Nam, sau một kỳ tăng giá, và quý đầu năm tài chính.
Bài thứ 1:
Hedge Fund That Beat 98% of Peers Says Buy in Vietnam, Not China
Bloomberg
Bài thứ 2:
Three hot frontier markets to invest in now
“2015 was a difficult year for most equity investors, particularly those focused on the developing world.
Return volatility is to be expected, however, and Acadian remains confident in the long-term potential of the frontier asset class. For 2016, we see a number of notable investment opportunities, particularly in the following three countries.”
Pakistan, Vietnam, Argentina
This is an attractive country, led by a reform-oriented government that supports the private sector
Attractive characteristics include high productivity, low wages, and a young labor force
Catalysts:
Vietnam's export-oriented economy should benefit disproportionately from the recently executed Trans-Pacific Partnership.
Cyclical recovery is underway, evidenced by rising consumer confidence. GDP growth at 6.7 percent has exceeded expectations, driven by a booming real estate sector, low inflation, and rising consumption.
Risks:
Risk in Vietnam lies around continuing to improve the alignment between shareholders and corporations, as many companies retain significant state ownership. We also see geopolitical risk in the ongoing regional tensions. Economically, the possibility of currency devaluation should not be ruled out, though given the generally strong economy, we don't see this as a major risk in the near term.
CNBC
Nguồn: finandlife|Bloomberg|CNBC