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Q4 is bearish for Vietnam market
Submitted by Tai Tran from blog
Oct 19, 2009


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Summary



  • Bearish till the end of the year

  • Consumable goods & maritime products will being a safe choice of investment as we draw close to Lunar New Year

  • The exchange rate risk might affect many sectors in Vietnam, particularly banking

  • Personally I don’t believe that the current AUD/VND and EUR/VND exchange rates will persist. My view is that AUD will depreciate after 2 months high

  • Real Estate remains highly unstable
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