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Emerging Vietnam by HSC Institutional Research
HSC
6 episodes
2 months ago
Welcome to the Emerging Vietnam podcast by HSC Institutional Research, the show where we put Vietnam's capital markets and economics in context.

Hosted on Acast. See acast.com/privacy for more information.

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Investing
Business,
News,
Business News
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All content for Emerging Vietnam by HSC Institutional Research is the property of HSC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the Emerging Vietnam podcast by HSC Institutional Research, the show where we put Vietnam's capital markets and economics in context.

Hosted on Acast. See acast.com/privacy for more information.

Show more...
Investing
Business,
News,
Business News
Episodes (6/6)
Emerging Vietnam by HSC Institutional Research
Onwards & upwards; macro indicators stay green
Dr Long, HSC's Head of Macroeconomics, joins this episode to unpack Vietnam’s July 2025 economic data. For more information on this topic, HSC clients can refer to our previously published report.

Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
8 minutes 10 seconds

Emerging Vietnam by HSC Institutional Research
Ascending the bamboo ladder; new VN Index target set
On this episode of Emerging Vietnam, HSC's Chief Market Strategist Tyler Nguyen unpacks our latest 12 month forward VN Index forecast of 1512. For more information on this topic, HSC clients can refer to our previously published report.

Hosted on Acast. See acast.com/privacy for more information.

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4 months ago
9 minutes 32 seconds

Emerging Vietnam by HSC Institutional Research
Signalling resilience; robust macro cuts through tariff noise

On this episode of Emerging Vietnam, HSC's Head of Macroeconomics, Dr Long, discusses Vietnam's macroeconomic results in April. For more information on this topic, HSC clients can refer to our previously published report.



Hosted on Acast. See acast.com/privacy for more information.

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5 months ago
10 minutes 44 seconds

Emerging Vietnam by HSC Institutional Research
LNG diplomacy; Vietnam's energy play

On this episode of Emerging Vietnam, HSC's Head of Energy & Utilities, Nam Hoang Nguyen, discusses the development of LNG in Vietnam and how it may play a role in trade negotiations with the US. For more information on this topic, HSC clients can refer to our previously published report.



Hosted on Acast. See acast.com/privacy for more information.

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6 months ago
10 minutes 50 seconds

Emerging Vietnam by HSC Institutional Research
Gimme shelter; sector strategy amidst trade tumult

On this episode of Emerging Vietnam, HSC's Chief Market Strategist, Tyler Nguyen, shares his thoughts on which sectors in the Vietnam market may be more resilient in any future US-Vietnam trade deal. For more information on this topic, HSC clients can refer to our previously published report.



Hosted on Acast. See acast.com/privacy for more information.

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6 months ago
13 minutes 17 seconds

Emerging Vietnam by HSC Institutional Research
When the levies break; Vietnam's 90-day tariff reprieve

On this episode of Emerging Vietnam, HSC's Head of Macroeconomics, Dr Long, discusses the impact of US tariffs on Vietnam. For more information on this topic, HSC clients can refer to our previously published report.


Update: Since recording, US levies on Chinese imports have increased to 145% and Chinese levies on US goods have increased to 125%


Hosted on Acast. See acast.com/privacy for more information.

Show more...
7 months ago
11 minutes 8 seconds

Emerging Vietnam by HSC Institutional Research
Welcome to the Emerging Vietnam podcast by HSC Institutional Research, the show where we put Vietnam's capital markets and economics in context.

Hosted on Acast. See acast.com/privacy for more information.