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Emerging Vietnam by HSC Institutional Research
LNG diplomacy; Vietnam's energy play
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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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Onwards & upwards; macro indicators stay green
08:10|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.Ascending the bamboo ladder; new VN Index target set
09:32|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.Signalling resilience; robust macro cuts through tariff noise
10:44|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.Gimme shelter; sector strategy amidst trade tumult
13:17|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.When the levies break; Vietnam's 90-day tariff reprieve
11:08|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%