Dire straits; Vietnam grapples with Hormuz closure

New comrades; Vietnam's 16th National Assembly in focus

Vietnam's 16th National Assembly has officially convened — and the new leadership lineup could shape the country's economic trajectory for years to come. In this episode, host Hugo Bosch is joined by Dr. Long, HSC's Head of Macroeconomics, to unpack what the appointments of Party Chief To Lam as State President and Le Minh Hung as Prime Minister mean for Vietnam's growth story. From the structure of the new government to the policy priorities ahead, this is your essential briefing on the political forces driving one of Southeast Asia's most dynamic economies. For more information on the topics discussed, please see the link to our latest research report. [https://research.hsc.com.vn/en/report/document?FILENAME=4d47bedd3067424e9e465727506f1880] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Emerging greatness; Vietnam's FTSE upgrade unpacked

After nearly a decade on the watchlist, Vietnam has officially been reclassified from Frontier to Secondary Emerging Market status by FTSE Russell — but what does this mean in practice? In this episode, host Hugo Bosch sits down with HSC's Chief Market Strategist Tyler Nguyen to cut through the noise. They break down the timeline for passive inflows, which stocks stand to benefit most, what history tells us from Saudi Arabia and Kuwait's own upgrades, and whether this puts Vietnam on the path to the bigger prize: MSCI Emerging Market status. Spoiler — the billion dollars matters less than what it signals. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Dire straits; Vietnam grapples with Hormuz closure

HSC's Head of Energy & Utilities Nam Nguyen joins this episode to discuss the impact of the US-Iran war on Vietnam's oil & gas sector. For more information on this topic, HSC clients can refer to our previously published report linked here [https://research.hsc.com.vn/en/report/document?FILENAME=1ee992a99a6c46659531e25d49b105e2]. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Into the cryptoverse; Decision 96 paves way for Vietnam crypto exchange

HSC's Financials Research Manager Le Khanh Tung joins this episode to discuss Decision 96 and what that means for a future domestic cryptocurrency exchange in Vietnam. For more information on this topic, HSC clients can refer to our previously published report via this link [https://research.hsc.com.vn/en/report/document?FILENAME=ded2ac95d46a43b5a67159853e48a3fc]. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Don't stop me now; Vietnam trade shrugs off Trump 2.0

HSC's macroeconomics analyst Le Tran Thu Hang joins this episode to discuss Vietnam's resilient 2025 trade results. For more information on this topic, HSC clients can refer to our previously published report right here [https://research.hsc.com.vn/en/research/result?DATE_FROM=&DATE_TO=&TITLE=&ENTITY_ID=&ANALYST_ID=&REPORT_ID=&INDUSTRY_ID=&SECTOR_ID=&OFFSET=4#:~:text=Trade%20%26%20FDI%20in%202025%3A%20Turning%20the%20tariff%20tables]. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.