BMI View: Despite a moderate downgrade to Vietnam's real GDP growth forecast, we maintain a positive
outlook on the country's trade growth prospects, which will provide a boost to volumes transported by the
freight transport sector. Growth will be bolstered by the Tra ..."
BMI View: We expect Vietnam's freight transport modes to see robust growth in 2016, on the back of a
highly positive trade outlook for the country, with both imports and exports set to grow strongly. This
growth will be supported by ongoing investment into the sector. ..."
BMI View: We expect 2016 to see uneven growth across Vietnam's different freight modes. Whereas on the
back of improved domestic consumption and good trade dynamics road freight will grow by a strong 8.1%
and air freight will also see a good year, rail freight will sh ..."
BMI View: We continue to believe that the Vietnamese economy is set to perform strongly in 2015, due to
continued strong foreign direct investment (FDI), healthy export growth and ongoing efforts by the
government to improve macroeconomic fundamentals. In turn, the co ..."
The Vietnamese economy is set to perform strongly in 2015, due to continued strong foreign direct
investment (FDI), healthy export growth and ongoing efforts by the government to improve macroeconomic
fundamentals. In turn, the country's freight industry is set to ben ..."
The Vietnamese economy has gained momentum over recent quarters, growth that we expect to see
reflected in the country's freight mix over the short term at least. However, in addition to the fragile banking
sector, which is heavily burdened by the high level of non-pe ..."
In line with BMI's view that the Vietnamese economy would accelerate forcefully into the final months of
the year (see 'Economy Picking Up Pace', October 4 2013), the latest data released by the General Statistics
Office (GSO) showed that the economy expanded by 6.0% ..."
Although we expect the Vietnamese economy to record yet another quarter of sub-par growth in Q4
2013 (at the time of writing), we are beginning to see potential for upside surprises to domestic demand
over the coming quarters, providing potential comfort to the countr ..."
Vietnam recorded a relatively weak real GDP growth figure of 5.0% year-on-year (y-o-y) in Q2 2013, up
only slightly from 4.9% in Q1 2013. The latest GDP print also suggests to us that further efforts by the
Vietnamese government to speed up the restructuring of debt-l ..."
Vietnam's real GDP growth accelerated from 5.1% year-on-year (y-o-y) in Q312 to 5.4% in Q412,
reinforcing our view that the economy is poised for a robust recovery in H113. Also, Vietnam's trade
surplus expanded in February 2013, amid a sharp decline in imports. Exports surpass ..."