Emerging Vietnam by HSC Institutional Research

By HSC

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

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FAQs about Emerging Vietnam by HSC Institutional Research:

How many episodes does Emerging Vietnam by HSC Institutional Research have?

The podcast currently has 6 episodes available.

Emerging Vietnam by HSC Institutional Research episodes:

August 13, 2025 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.
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9min
June 16, 2025 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.
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10min
May 16, 2025 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.

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11min
May 08, 2025 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.

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11min
April 23, 2025 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.

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14min
April 11, 2025 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%
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12min

FAQs about Emerging Vietnam by HSC Institutional Research:

How many episodes does Emerging Vietnam by HSC Institutional Research have?

The podcast currently has 6 episodes available.