Analyst

Le Hoang Nam Macro Analyst

1 reports

Follows monetary policy, the exchange rate and the balance of payments, and analyses how policy decisions move capital flows and valuations.

Coverage: Policy rates, the central exchange rate, trade and supply chains.
Areas of expertise: Macro & monetary
Review process: Reports are reviewed by the Ginity Strategy Research Board before release.
Editorial contact: contact@ginity.vn Send a research request

Articles by Le Hoang Nam

Macro & monetary

Vietnam rates and FX into end-2026: SBV pushes funding costs down

Deposit rates rose over a point this year, credit outran deposits and CPI is above 5%. The SBV's October 2026 rate-cut directives, USD/VND and equity impact.

Le Hoang Nam 24 Oct 2026

Articles by Le Hoang Nam

Vietnam rates and FX into end-2026: SBV pushes funding costs down

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