Valuations of VN-Index are 'really cheap now': VinaCapital economist

Valuations of VN-Index are 'really cheap now': VinaCapital economist

VN-Index is trading at a P/E (price to earnings) of 10x in fiscal year 2024, 25% below the valuation of its regional emerging market peers, writes Michael Kokalari, chief economist of VinaCapital.

Consulting - Mon, Dec 22, 2021 | 11:30 am GMT+7

Vietnam's GDP growth to reach 6.5% in 2024: VinaCapital economist

Vietnam's GDP growth to reach 6.5% in 2024: VinaCapital economist

Vietnam's GDP growth could rise from 5.1% last year to 6-6.5% in 2024, driven by a recovery in the country's exports which fell 4.4% in 2023 but could grow 7% in 2024, writes Michael Kokalari, chief economist of VinaCapital.

Consulting - Mon, Dec 22, 2021 | 11:30 am GMT+7

A real estate rebound in the making: VinaCapital

A real estate rebound in the making: VinaCapital

Vietnam’s real estate market has had an extraordinarily challenging year, but we believe the worst of the downturn has now passed, writes Michael Kokalari, chief economist of VinaCapital.

Real Estate - Mon, Dec 22, 2021 | 11:30 am GMT+7

Little 'Silicon Valley Bank risk' in Vietnam

Little 'Silicon Valley Bank risk' in Vietnam

VinaCapital’s chief economist Michael Kokalari explains why there is no substantial risk to Vietnam’s stock market and economy from the current U.S. banking crisis, thus maintaining the group’s forecast of a 6% growth rate for Vietnam this year, unchanged from its prior prediction.

Consulting - Mon, Dec 22, 2021 | 11:30 am GMT+7