Vietnam Strategy Update - Ten laggards for re-opening catch-up
  • 25 Oct 2021
  • Strategy
Ho Chi Minh City (HCMC) and several surrounding provinces are re-opening after the strict lockdowns which dragged Vietnam’s Q3 2021 GDP down to post a decline of 6.17% YoY. Earnings reports for Q3 2021 thus far look comfortably on track vs our current ful