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Dịch đại ý:
These gaps won’t last forever, so I encourage you to take action by blending the Market Vectors Vietnam ETF (VNM [3]) into your global portfolio. The ETF is a bit top heavy with its top 10 holdings representing 60% of total holdings.
Don’t wait too long. This ETF has surged in the wake of the TPP negotiations, but has plenty of room to grow.



- Wall Street Daily - http://www.wallstreetdaily.com -
The Trans-Pacific Partnership – Biggest Winners
Posted By Carl Delfeld On November 30, 2015 @ 5:00 am In Buzzworthy,Carlton Delfeld,GeoMacro,International Events,Politics | No Comments
On Friday, I gave an overview of the Trans-Pacific Partnership (TPP) deals and how the proposed changes will affect the United States.

I also revealed one American company [1] poised to benefit from those changes: Hormel (HRL [2]).

Today, I’m back to finish this thread by identifying two Pacific Rim countries that are poised to be the biggest winners.

In trade pacts, it’s not difficult to figure out who the big winners will be.

They’re usually the least-developed countries in the grouping because they have less to lose and the most to gain. For certain sectors, however, more-developed countries can hold a winning hand.

Ahead of the Pack
New Zealand, for example, is poised to come out ahead.

New Zealand represents 35% of world dairy exports, so it’s basically the “Saudi Arabia of dairy.” Fully 37% of its land mass is devoted to agriculture with 48% contributing to total exports. Ninety percent of farm production is exported.

Clearly I’m not the only one who thinks New Zealand is an exceptional place from a risk-reward perspective. Many of the wealthiest people in the world, who have the resources to go anywhere and buy anything, have been quietly establishing escape hatches there.

Two of the TPP’s others winners hail from Southeast Asia – Malaysia and Vietnam, which still lack bilateral trade agreements with four countries in the pact, including the United States.

Both count on TPP members for roughly one-third of their trade, and Bank of America Merrill Lynch estimates that the TPP would push Malaysia’s exports up roughly 10% and Vietnam’s up 30%.

And the Winner Is…
While Japan and America will get a modest boost of economic growth as this agreement takes effect, the big winner will be Vietnam. According to UBS report, the TPP could potentially boost Vietnam’s economy by 14% over the next five years.

This country of 93 million is bursting with youthful energy, with 50% of its tech-savvy citizens under the age of 30. Its manufacturing wages are 60% of China’s, which is why Samsung makes half of its cell phones here.

About 20% of Vietnam’s GDP is attributed to foreign investment, and that will likely surge even higher. So far in 2015, foreign direct investment is up a stunning 53%, most of it headed to the manufacturing sector.

A consumer boom is already underway. To put the potential in perspective, right now only 1.7% of Vietnamese own a car; in Thailand, that figure is 40%.

Vietnam also has the lowest GDP per capita among TPP member states: $1,900. Peru is the next lowest at $6,800.

Vietnam will become a manufacturing destination for industries that require low-wage labor to remain competitive. Sectors that need cheap wages, such as apparel, footwear, and textiles, should greatly benefit. Eurasia Group estimates that footwear and apparel exports will see a 50% boost over the next 10 years due to the trade pact.

“Vietnam has already made huge gains in garment and footwear production, and these deals will help boost its comparative advantage as factories look to relocate from China, promoting more job creation and technology transfer,” said Johanna Chua, an economist at Citigroup.

This explains why Vietnam’s exports have tripled in U.S. dollar terms since 2007 and its exports to North American markets are up an amazing 30-fold since 2000.

The TPP should lessen the country’s reliance on the Chinese market and widen its appeal to markets such as Canada and Mexico.

Meanwhile, the country’s macro situation has markedly improved.

A few years ago, inflation was running at 20%, but it’s now down to 2%. Interest rates have fallen from 15% to 6%, property markets have stabilized, and credit growth is up.

Despite this progress, Vietnam’s stock market is still well off its high and trading at just eight times earnings.

In addition, the current market value of all publicly traded companies in Vietnam is 30% of its GDP, while Thailand and the Philippines are trading at 95% and 115%, respectively.

These gaps won’t last forever, so I encourage you to take action by blending the Market Vectors Vietnam ETF (VNM [3]) into your global portfolio. The ETF is a bit top heavy with its top 10 holdings representing 60% of total holdings.

Don’t wait too long. This ETF has surged in the wake of the TPP negotiations, but has plenty of room to grow.

Good investing,

Carl Delfeld

Vietnam’s economic recovery firms up with a positive outlook




Vietnam’s economy has weathered the recent turbulence in the external environment fairly well, says the World Bank’s Taking Stock report, released on December 2, with GDP growth expected to come in at 6.5% this year.

• Positive outlook continues for auto industry
• Positive outlook for German businesses in Vietnam

The performance is underpinned by further recovery in domestic demand, in turn reflecting robust private consumption and investment growth.

“Stronger domestic demand, robust export performance, low inflation and improved confidence have enabled Vietnam to create firmer foundations for mid-term growth.” says Victoria Kwakwa, the World Bank Country Director for Vietnam. “This is a good time to solidify macroeconomic stability and rebuild policy buffers including through decisive efforts to rein in fiscal imbalances and tackle remaining vulnerabilities in the banking sector.”
Better macroeconomic conditions helped maintain stability in the banking system, writes the report. On the external front, Vietnam’s export performance remains strong, with total export turnover increasing by 9.2% rom the same period last year, mostly thanks to strong performance of manufacturing exports, especially high technology products such as cell phones, electronics, and computers.

According to Taking Stock, the medium-term outlook for Vietnam remains positive, with growth projected to strengthen and inflation expected to remain low. However slow structural reform progress poses risks to medium-term growth prospects, while delays in implementing fiscal consolidation could undermine debt sustainability.

Against the backdrop of these uncertainties, the report suggests that sound macroeconomic management remains crucial to rebuild policy buffers and safeguard against future shocks. Fiscal consolidation, structural reforms, and a further build-up of reserves could help reduce vulnerabilities.

The report also features a special section on the Trans Pacific Partnership Agreement, in which it argues that the TPP is expected to generate considerable benefits for Vietnam.

“The recently concluded TPP will not only improving market access, but will also serve as a critical anchor for the next phase of structural reforms in Vietnam.” says Sandeep Mahajan, Lead Economist for the World Bank Vietnam.

Among the current TPP signatories, Vietnam—as the economy with the lowest per capita GDP—has unique comparative advantages, particularly in labor-intensive manufacturing. On the economic impacts, simulations suggest that the TPP could add as much as 8% to Vietnam’s GDP, 17% to its real exports, and 12% to its capital stock over the next 20 years. Despite various implementation challenges, the impact of the TPP on Vietnam is expected to be positive.
World Bank

VNI vẫn báo vùng mua mà!?
Thui nằm im!!!
MMS BBS lừa tình à!

đề nghị bác @tihonsieuquay lái tàu VE1 đi chầm chạm đợi bà con dưới tàu lên đi cùng nhé

PA1: Nghe đồn MMs BBs tạo mô hình W cho xu hướng tăng mạnh! (PA chọn), vì em đang ôm FPT!!!
PA2: Em ăn sổi chỉ thik chữ V! (PA loại) vì mất rùi!
PA3: Các bác thấy sao, hay là chuẩn bị Sụt hầm!!! (PA dự phòng)

FPT của bác @npp2010 hôm nay thủng 48 luôn nhỉ!

Mã đáng xem ngày hôm nay!
Dòng tiền đang tập trung!
pec dst tlt ptc ccl
src msr vmd tvc

--- Gộp bài viết, 04/12/2015, Bài cũ: 04/12/2015 ---

Vâng bác, thủng tè le đau hết cả trym, tý thì cut!
Từ 48.5 lượn về 47.7, đậu tại 47.9!
Khiếp hồn! Tưởng 48.4 không thủng, ai dè MMs BBs đạp khiếp!

Tuần sau để ý hai em sau : DXG và LDG

Con này hôm nay xấu hon dự kiến; tưởng cuối phiên đạt 48.1 gì gì đó thì ổn. Từ lúc hồi phục nó ko bật lên được mà bị đạp thêm...Giờ thì khả năng phải về 47 nhỉ.

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