Cập nhật một loạt các báo cáo mới về kinh tế VN

Thank bro --> nghe như kiểu trên Mocxi ấy

Mạc dù chính phủ Vn đã thựuc hiện những chính sách siết chặt giảm chi tiêu, kiểm soát về giá cả, lãi suất, và những biện pháp tín dụng. liệu lạm phát có giảm xuống một mức dẽ quản lý hơn hay cần phải chặt hơn nữa trong thời gian tới.
Vietnam: Rising cyclical risks
Vietnam: currency crisis?

1) FDI strength likely to continue and portfolio investment still trickling in
2) Short-term overseas borrowing is limited
3) The increase in onshore USD demand has mainly come from imports, so far

The likely policy responses
To reduce inflationary pressures, we believe the Vietnamese government will likely have to extend price controls after they expire in June and undertake more austere fiscal measures by cutting expenditure and public investment projects to stabilize the economy. The current plan of cutting public spending by D2-4 trillion (compared to D112 trillion of government spending last year) does not seem to be sufficient to curb inflationary pressures effectively. In addition, the central bank will likely tighten credit controls, especially after commercial banks attracted more deposits after the deposit rate ceiling was removed two weeks ago. Although these measures should help contain inflationary pressures, they may tend to weigh on domestic equity prices (especially financial and property names) in the near term.