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VinaCapital's Chief Economist, Michael Kokalari, discusses the impact of lower interest rates on Vietnam's stock market and real estate sector. He explains why Vietnam can afford aggressive interest rate cuts while the US and the EU are still raising rates. The recent recovery in Vietnam's stock market is expected to be sustained by stronger corporate earnings in 2024 and the market's attractive valuation. The insights report can be accessed through the provided link.
Lack of time and motivation to wade through dense documents means missing out on portfolio-boosting opportunities.
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