On CNBC tomorrow at 810am HKT to discuss the following:
*Vietnam beyond covid & why after crushing Covid, it needs to move up the value chain
*But a mixed call given that BOT worst in March & did a lot to help stabilize markets so don't expect bazooka tomorrow even if GDP falters
*Vietnam beyond covid & why after crushing Covid, it needs to move up the value chain
*But a mixed call given that BOT worst in March & did a lot to help stabilize markets so don't expect bazooka tomorrow even if GDP falters
*Markets expect a 25bps cut for BOT to go to 0.5% from 0.75% & some expectation of QE but I think too early to discuss QE as BOT did a bit of short-term QE in March but needs time to digest (don't forget fiscal for Thailand is large & close to 10% of GDP
*China LPR, likely a hold
*China LPR, likely a hold
*China held 1-yr MLF recently & did 50bps RRR cut for small & medium sized banks + M2 data + TSF better so key issues are very much demand side driven.
*Don't forget that demand indicators bad (retail sales + FIA & only infra + property bounced) while supply better.
*Demand key
*Don't forget that demand indicators bad (retail sales + FIA & only infra + property bounced) while supply better.
*Demand key
So people are gonna wonder about the NPC for demand stuff.
Anyway, but the key reason I'm on this show is Vietnam & that's because we wrote a report on Vietnam last week.
Did you read it???
Anyway, but the key reason I'm on this show is Vietnam & that's because we wrote a report on Vietnam last week.
Did you read it???
After crushing Covid-19, Vietnam to focus on moving up the global value chain, facilitated by the prized EU-Vietnam FTA
👇🏻👇🏻👇🏻
(Actually, I was invited to speak on this last wk right after this was published & other pts are just added just now🤷🏻♀️)
Can't wait!!! :-)
👇🏻👇🏻👇🏻
(Actually, I was invited to speak on this last wk right after this was published & other pts are just added just now🤷🏻♀️)
Can't wait!!! :-)
