Vietnam: A Cyclical Downturn Amidst A Structural Ascendance
公開日
Vietnamese stocks can remain shaky for a few more months. But they have cheapened considerably, and equity portfolios with longer terms investment horizon should overweight them in EM, Emerging Asia and Frontier Market portfolios.
BCA | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
BCAとつながり続ける
最新のイベントおよびリサーチインサイトをメールでお届けします。