Author Archives: Khoa Truong

OVERVIEW OF TOWERCOS: TELECOMMUNICATIONS INFRASTRUCTURE LEASING COMPANIES

OVERVIEW OF TOWERCOS: TELECOMMUNICATIONS INFRASTRUCTURE LEASING COMPANIES In the upcoming “new era”, telecommunications technology has become a top priority for the government to achieve double-digit growth over the next five years. On January 11, 2024, the Prime Minister approved Vietnam’s...

REAL ESTATE – A glance at Policy Changes

REAL ESTATE – A GLANCE AT POLICY CHANGES The key changes in Vietnamese real estate policy include the Amended Land Law, the Law on Housing, and the Law on Real Estate Business, which came into effect on August 1, 2024....

Stone Mining Industry – Positive Outlook

STONE MINING INDUSTRY – POSITIVE OUTLOOK In this report, PHFM study stone mining companies in the construction materials industry. Their competitive advantage is the mining license – a valuable intangible asset that prevents new members from entering the industry. Companies...

Are you ready for Trump’s second term?

ARE YOU READY FOR TRUMP’S SECOND TERM? We all know the world will be different after Mr. Trump won his presidency. The biggest adjustments, as expected, would be seen in foreign policy and economic and trade policies. Among the various...

How does the Fed’s interest rate cut effect on the Vietnamese securities market?

HOW DOES THE FED’S INTEREST RATE CUT EFFECT ON THE VIETNAMESE SECURITIES MARKET?     The US Federal Reserve (Fed) cut interest rates by 0.5% on September 18, which has been a notable topic in global financial markets. Interest rates...