VIETNAM - Good Morning Vietnam

Greetings and Bonjour,

auf "vielfachen" Wunsch ein genereller Vietnam thread in der Hoffnung ein bisschen zur besseren Infoverteilung beizutragen.

Dazu gehört auch das Risiko bei diesem aufstrebenden, arbeitsreichen Land besser einzuschätzen (kann man das ???). Es wird massiv Geld eingelegt und der "hype" läuft, allerdings schon ca 3 Jahre (2002/3). Für den D Anleger bestehen die Standard Risiken (Währungsverlust, Unübersehbarkeit des Marktes, Einsicht in die Arbeit der einzelnen Fonds, Firmen, Sprachschwierigkeiten und nicht zuletzt das D Fianzamt mit seinen "Einschätzungen"(Interessante Rechenbeispiel + Infos bei w-o http://www.wallstreet-online.de/dyn/community/thread/1051015-1.html)

Ansonsten möge sich ein jeder selber ein bisschen informieren und die anderen teilhaben lassen.

PS: falls Jemand in "normalen" Urlaub hinfliegt bzw ein broker Konto vor Ort eröffnen will , sollte er auf alle Fälle einen hop in das benachbarte Kambodscha einlegen; leider ein von der Wirtschjaftskarte vergessenes Land, allerdings Kulturell mind. genauso wertvoll.

Dazu gehört auch das Good Morning Vietnam Depot unter s.w

und los gehts...viel Glück, Bonne chance et bon vent

Generelle Landesinfos:
http://www.go2vietnam.de/
http://www.routard.com/guide/code_dest/vietnam.htm

Wirtschaftssektor Einschätzungen (F)
http://www.missioneco.org/vietnam/infopays.asp
http://www.economist.com/world/asia/displaystory.cfm?story_id=2653647
http://asianinfo.org/asianinfo/vietnam/pro-economy.htm
http://arts.uwaterloo.ca/~vecon/
http://www.vvg-vietnam.com/economics_cvr.htm
http://www.vnstyle.vdc.com.vn/

Wirtschaftsnachrichten (E)
http://www.vneconomy.com.vn/eng/
http://en.wikipedia.org/wiki/Economy_of_Vietnam

Offizielle Nachrichtenagentur (E):
http://www.vnagency.com.vn/Home/tabid/117/Default.aspx
http://www.vov.org.vn/?lang=2

Index/Fonds/Aktieninformationen(E/F/D/V):
Opp Fond http://www.vinacapital.com/?nav1=services&nav2=vof

http://www.ssi.com.vn/Home/Home.aspx

http://www.bsc.com.vn/BSCEnglish/
http://www.bloomberg.com/apps/quote?ticker=VNINDEX:IND
http://www.hastc.org.vn/...=1&menuid=113120&menulink=100000&menupage=

Aktieninfos
http://stocks-finder.blogspot.com/2006/12/...ese-companies-stock.html
http://www.vneconomy.com.vn/eng/?param=category&catid=05
http://chinese-school.netfirms.com/...cks-Vietnam-stock-exchange.html
 

Sept 30: 456.7(-4.66%)

http://vietnamnews.vnagency.com.vn/showarticle.php?num=01STO220908  

 

 

 

VN-Index 374.91 ▼-5.03 (1.32%) HASTC-Index 123.05 ▼-3.76 (2.97%)




e annual rates they pay on dong deposits to around 15.5-16.5 percent from 17-18 percent.

On Tuesday the central bank cut its base rate to 13 percent from 14 percent.

It also cut the refinancing rate at which it lends to commercial banks to 14 percent from 15 percent and the discount rate to 12 percent from 13 percent.

It also doubled the interest rate it pays on banks' required dong deposits kept at the central bank to 10 percent.

Vietnam has already cut its annual growth target this year to 6.5-7 percent from an earlier target of as high as 9 percent.

Earlier in the year the central bank had raised its base rate three times to contain inflation, which approached an annual rate of 30 percent before slipping slightly to an estimated 27.9 percent in September from 28.3 percent in August.
 

HoSE INDEX
Date 20/11/2008 (Session 1915)
VNIndex: 325.74 change -11.15 eqv -3.31%  

VN-Index 314.74 ▲11.20 (3.69%)

HASTC-Index 104.20 ▲6.59 (6.75%)

Interest rates to be untied in 2009

It is expected that in 2009, lending interest rates will be negotiated by banks and clients. Currently, with the ceiling interest rate scheme, the interest rates applied to different clients are nearly the same.

Prime Minister Nguyen Tan Dung, in his speech at the fourth session of the 12th National Assembly, said that the government will guide the implementation of the negotiation-based interest rate scheme in accordance with the National Assembly?s resolution.

A source said that in the near future, Vietnam will have a ?market interest rate? scheme, while the basic interest rate, announced by the State Bank of Vietnam, will only serve as the orientation for the market.

Experts have pointed out that the ceiling interest rate scheme applied since June 2008 has helped force lending interest rates to decrease sharply. However, they say that if the scheme is applied for too long, capital will not be able to go the ones who really have a demand.

The Deputy General Director of a joint-stock bank said that his bank has stopped providing consumer credit for individuals because of the interest rate policy. The problem lies in the fact that banks cannot lend to clients at interest rates higher than the ceiling rate in order to cover risks of risky credit products.

He said that the lending interest rate for consumer credit should be as high as 24% to cover risks, while banks now can lend at 16.5% per annum at maximum.

The ceiling interest rate scheme has also made it more difficult for banks to offer capital to individuals, small- and medium-size enterprises, and households in rural areas. No bank mobilises capital in urban areas to send to rural areas to lend at interest rates not high enough to cover risks and management expenses.

A banker said that only when lending interest rates in rural areas are 20-30% higher than the normal rates in some cases will banks send capital there.

Some people are concerned that a negotiation-based interest rate scheme, if allowed, would pave the way for the development of usury. However, experts affirm that usury would only occur if a monopoly existed. Meanwhile, currently, with many banks operational, the fierce competition among banks will prevent banks from lending at high interest rates.

Bankers have urged the State Bank of Vietnam to implement the negotiation-based interest rate scheme, saying that this would help the central bank manage the monetary policies better. Negotiated interest rates can truly reflect the demand and supply of capital on the market, which can help officials make suitable decisions to regulate the monetary market.

Le Duc Thuy, former Governor of the State Bank of Vietnam, now Chairman of the National Council for Financial Supervision, also said that negotiation-based interest rates would clearly show the true state of the market and thus help effectively allocate financial resources in the national economy.

 

 

Der VNI ist heute das erste mal unter die 300 gerutscht.

Value           299.68
Change       -8.920
% Change   -2.890
 High          308.60
Low            298.80
Open          308.60  

VN-Index 308.28 ▲8.74 (2.92%)     HASTC-Index 110.30 ▲4.40 (4.15%)  

Value          301.02
Change       4.600
% Change    1.552
High              301.77
Low               293.09
Open             296.42  

Value           319.58
Change       5.540
% Change   1.764
 High          322.59
Low            314.04
Open          314.04  

VN-Index 304.01 ▼-3.97 (1.29%)     HASTC-Index 103.11 ▼-0.89 (0.86%)

Foreigners Net Sellers Of VND4.3 Billion Shares on Jan 14

Foreign investors were net sellers of VND4.3 billion ($ 253,000) of Vietnamese stocks Wednesday out of a total VND167.3 billion traded, the Ho Chi Minh Stock Exchange said.

Volume traded totaled 6.85 million shares, with foreigners accounting for 12.5%, the stock market operator said.  

 

Value        286.25
Change    8.620
% Change   3.105
High         286.25
Low         277.63
Open       277.63  

Value         421.75
Change      17.170
% Change     4.244
High           422.06
Low           404.58
Open         404.58  

Value        478.72
Change     20.530
% Change  4.481
High            479.16
Low            458.19
Open          458.19  

Jedes tag +5% egal welsche artikel  

Die 500 ist überwunden,
Chart sieht gut aus.  

 

Heimlich still und leise erholt sich Vietnams Börse immer weiter.
Seit über 8 Wochen gehts nach oben ohne Rücksetzer.
UNd das, ohne dass es in den Medien irgendeine Beachtung findet.  

Bin immer noch sehr positiv auf VN.
Aber gibt noch irgendjemenden, den das interssiert??  

Es sieht Gut aus!!!  

Hier ein 3-jahres chart  

aber warte ich erst mal ab, ob es noch mitleser gibt........

Gruß
/t