VinaCapital’s Post

Our November 2024 Macroeconomic Commentary from Chief Economist Michael Kokalari

Jay H.

C-Suite Advisor - Brand, Reputation, ESG Risk

6d

Alexandra Kuzina Erik Vian Mickaël Driol Kimble Ngo David Mair Hadi Ganjineh Danh Bui, MIB, CLSSGB ‘… One reason markets do not expect Trump to impose major tariffs on Vietnam is that the scale of the transshipment problem is much less in Vietnam than in Mexico. According to recent research from Harvard University, less than 1% of Vietnam’s total exports are of products that have been re-shipped from China to the US (ie. under the guise of having been produced in Vietnam).’

Hong Thai

Head of Partnerships & Training, VinaCapital

1w
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