Market Vectors Viet Nam

  • China’s Yuan Clearing Continues Building Without the Dollar

    By Peter Pham - May 2, 2013 | Tickers: FXA, VNM, CYB

    Yuan trade settlement scheme and the offshore Yuan market have expanded rapidly in recent years. Chinese authorities have sought to promote the international use of the Yuan in trade and investment. Yuan-denominated trade accounted for about 10% of China’s total foreign trade in July 2012. WisdomTree Chinese Yuan (NYSEMKT: CYB) tracks the changes in the Yuan/Dollar pair.

    Offshore Yuan deals can be cleared via two routes. Transaction goes more »

  • Three ETFs That Might Add Balance to Your Portfolio

    By Natalie Nichols - February 5, 2013 | Tickers: BRF, VNM, BNO

    The top three ETF movers to watch for are Market Vectors Vietnam (NYSEMKT: VNM), which is up 5.9%, Market Vectors Brazil Small Cap ETF (NYSEMKT: BRF)  up 3.4% and United States Brent Oil Fund (NYSEMKT: BNO) up 2.9% during the last week. Although moving higher, these ETF’s might make a good addition to your portfolio, as the upside looks good for each. I am looking at more »

  • Expanding Production in Vietnam

    By Peter Pham - December 19, 2012 | Tickers: COP, THD, VNM, RDSA, RDS-A

    Thailand’s leading oil and gas firm, PTT Exploration and Production (PTTEP) is gearing up for a massive $3.1 billion equity sale to finance the $1.9 billion acquisition of Cove Energy for which the company had successfully outbid Royal Dutch Shell (NYSE: RDS-A). PTT’s equity sale will be the biggest ever in Thailand in which shares will be priced at 142 baht/share ($4.63/share) which more »

  • McDonald's Milkshakes are Almost as American as Chinese Chicken

    By Nick Slepko - November 15, 2012 | Tickers: EPHE, THD, VNM, MCD, PFCB

    “Whether it’s the restaurant or the supermarket or the kitchen supply shop, it’s hard to think of sector that is more commercialized and more replete with entrepreneurship and innovation.  It is all monetized. … Quality customers are often more important to a restaurant than a quality chef.”

    Professor Tyler Cowen’s recent book, An Economist Gets Lunch, is his latest success at illustrating “markets in everything” – and like his more »

  • SE Asia Hydropower Growth Vital but Unbalanced

    By Peter Pham - November 13, 2012 | Tickers: ASEA, THD, VNM

    While the world’s attention was diverted from the reforms in Myanmar to Hurricane Sandy in the U.S., the little known landlocked communist country Laos--with a population of just 6.4 million and one of the least developed countries of the world -- was finally able to secure itself a place in the world trade organization (WTO) after it applied for membership some 15 years ago. Meanwhile, the Asian Development more »

  • Choose a Country; Three ETF Selections

    By Jeff Stouffer - September 6, 2012 | Tickers: EWW, EWY, VNM

    Indexes on the stock markets on any country is the blueprint upon which a country specific ETF is built. If an index on a country does not exist and the marketing departments of ETF sponsors determine that a demand is present, a new index will be created. Shortly afterwards a new ETF will follow. 

    The investor that wants to build an international portfolio based on countries now has the tools more »

  • Here Today, Saigon Tomorrow

    By Peter Pham - July 10, 2012 | Tickers: MFC, VNM

    What a difference a border makes. Vietnam and Cambodia share a border, history, and a young, energetic population, but they are very different places. It’s interesting to observe how the histories of the two emerging nations have shaped their development in recent years as both race to catch up with a world that is lightyears ahead.

    Granted, comparing Vietnam and Cambodia is a bit apples and oranges. Vietnam is more »

  • ASEAN Monetary Momentum

    By Peter Pham - July 6, 2012 | Tickers: EWM, THD, VNM

    As we approach 2015 and the conversion of ASEAN into the AEC (Asian Economic Community) it is important to note whether we are seeing the necessary changes taking place at the fundamental level which show that the member nations are giving the whole concept more than just lip service.  Banking and Finance integration is absolutely one of those bits of infrastructure that is necessary to see moving forward.  And it more »

  • Malaysia’s Energy Conundrum

    By Peter Pham - July 6, 2012 | Tickers: XOM, EWM, VNM

    The upcoming elections in Malaysia form a potentially uncertain backdrop to the country’s future energy policy, to say the least. The state oil company, PETRONAS, which is the chief source of government revenue, is beginning to grumble about its role, as the company’s profits have been increasingly used to fund political pet projects and what look like vote-buying schemes. That they have to do this in the face more »

  • Can Asia Rejuvenate the World Economy?

    By Peter Pham - June 12, 2012 | Tickers: FXY, EWM, VNM, TBT

    This is the $41 trillion dollar question now isn’t it?  China cut their benchmark lending rate for the first time in 4 years on Thursday and now everyone is asking whether that will be the trend which will begin to stabilize the world economy.  In Barron’s latest heavy-hitter roundtable Bill Gross of PIMCO pointed out that policy makers in the U.S. are at the end of their more »

  • Uncertainty Shifting Foreign Investment

    By Peter Pham - May 29, 2012 | Tickers: VNM, GLD, BNO, WMT | Editor's Choice

    With the fantasy of the rally in U.S. equities having met the reality of what’s left of the functioning economy around the world, as always the really telling economic indicators lag behind the effects of them.  If the U.S. economy was truly beginning a new boom phase and the debt situation in the Euro-zone periphery was contained in a meaningful way then the flow of investment funds more »

  • Picasso Premium's and Investing

    By Peter Pham - May 10, 2012 | Tickers: AAPL, BCE, VNM, RCI, BID

     With the sale of Maple Leaf Sports and Entertainment to the two biggest media companies in Canada, Rogers Communications (NYSE: RCI) and Bell Canada (NYSE: BCE) in December for $1.3 billion they now each have a major stake in the Toronto Maple Leafs as well as the Vancouver Canucks (Rogers) and the Montreal Canadiens (Bell).  Their media oligopoly in Canada now extends to the most valuable brand in the more »

  • Japan's Carry Trade in Vietnam

    By Peter Pham - May 3, 2012 | Tickers: EWJ, VNM, PCRFY, PTR, TLM

    More than one year after the earthquake/tsunami that devastated northern Japan and their faith in nuclear power it is more obvious now than it was then that Japan needs Vietnam and vice versa.  Everyone knows that Japan is saddled with both a debt bomb and an age bomb that are set to explode.   That day will likely come when they have to actively seek foreign investors for their bonds more »

  • The Learning Conundrum in Vietnam

    By Peter Pham - May 2, 2012 | Tickers: APOL, VNM

    I spend some of my off-time interviewing and screening children for post primary educational grants.  I’ve noticed a disconnect between the value of education as a culture and the application of it within social strata.  Vietnam has achieved a great deal in terms of pervasive literacy (94%) and primary education, with a median 10 years of schooling per child.

    The problem is the internal struggle between the reverence for more »

  • Land Grabbing to Reshape Asia

    By Peter Pham - May 2, 2012 | Tickers: EWJ, VNM, PTR

    When the Americans took umbrage at a group of Japanese investors buying Rockefeller Center I don't think they would have been comforted by knowing that moments like that have happened the world over throughout history.  When one country builds a huge capital advantage it seeks to use that capital to find virgin land to continue expanding their economic reach.  Many of Japan’s biggest companies which are widely held more »

  • The Future of Flash Calling

    By Peter Pham - May 1, 2012 | Tickers: VNM, MSFT

    It is estimated that up to 50% of all cell phone calls made in emerging markets are flashes; a call intentionally ended before it can be picked up, pinging the recipient that they want to talk without using minutes. 

    Think of it like purposefully pocket-dialing someone… and it's done 8 billion times a day!

    These calls are so common they have made it into the local languages of places more »

  • Look to Talisman in Southeast Asia

    By Peter Pham - April 25, 2012 | Tickers: COP, VNM, TLM

    Canadian oil and gas producer Talisman Energy (NYSE: TLM) has a significant presence globally with production and exploration activity in North America, The North Sea, Algeria, Columbia, Peru and Southeast Asia.  Their presence in Southeast Asia is extensive with projects in Australia, Papua New Guinea, Malaysia, Indonesia and Vietnam. 

    With the collapse of the North American price of natural gas in the past year and Talisman’s extremely high revenue more »

  • Emerging Markets’ Loss Vietnam’s Gain

    By Peter Pham - April 25, 2012 | Tickers: FXI, EEM, VNM

    The VN Index has risen 34% so far this year.  With that increase there has been a significant flow of funds into the various funds and ETFs focused on Vietnam.  This has been happening at a more consistent rate than those funds covering countries like China and Thailand.   According to a recent article at Bloomberg more than $91 million has flowed into Vietnamese funds this year. Alot of that has more »

  • How Sustainable is China's Growth?

    By Peter Pham - April 24, 2012 | Tickers: FXI, RSX, VNM

    Lost in all of the discussion about China’s rise to the top of the economic mountain has been the sustainability of said rise.  In looking over history we see periods of hundreds of years where a particular society or nation dominates the global economy of the time:  the British in the 17th through early 20th centuries, the U.S. for the past century are the two most more »

  • The Spectre of Asia’s Property Bubbles

    By Peter Pham - April 23, 2012 | Tickers: TAO, FXI, VNM

    If you listen to some financial commentators, they will describe the situation in China’s iShares FTSE China 25 Index Fund (NYSEMKT: FXI) real estate market in terms that make it seem like the next Asian financial crisis is right around the corner.  While many of these cries are coming from the same corners that are also claiming the U.S. property market has turned the corner, they do nothing more »

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