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Countries In-Depth

Vietnam: Is The Cyclical Downturn Over?

by Rajeeb Pramanik, India, ASEAN, and EMEA Strategist  

Vietnamese stocks may not see an immediate rally as global manufacturing and exports remain weak. But investors with longer-term horizons should stay overweight this market.

BCA Research | Emerging Markets Strategy

Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.  

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