AND Share

• 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

One Response to “Q4 is bearish for Vietnam market”

1. Michael says:

   October 19, 2009 at 12:12 pm

   I like bears! Go bears!

   Real estate IS insane here though.