Economic & Policy Letter
Daily analysis of economic and policy developments affecting investment decisions, financial planning and business operations in Vietnam.
Information is abundant. Decision-relevant interpretation is not.
Economic data, policy changes, government decisions and international developments emerge every day. Most add to the volume of information. Only a smaller number materially affect investment decisions, financial planning and business operations in Vietnam.
The Economic & Policy Letter selects the developments that matter, explains what has changed and assesses their implications for financing conditions, exchange rates, operating costs, cash flow, market demand, investment timing and business plans.
Each edition is written for investors, business owners and senior executives who need timely interpretation rather than another news summary. The objective is to help readers understand the wider context, distinguish meaningful signals from short-term noise and respond with greater clarity.
What does each edition provide?
- Selected developments: Economic data, policy changes, government decisions and international developments with direct relevance to investment and business operations in Vietnam.
- Clear interpretation: A concise explanation of what has changed, why it matters and the wider economic, policy or market context.
- Practical implications: Assessment of the effects on investment decisions, financing conditions, exchange rates, operating costs, cash flow, demand and expansion plans.
- What to watch next: The indicators, implementation milestones and subsequent developments that can strengthen, weaken or alter the initial impact.
The analysis is concise, timely and focused on the decisions investors and businesses need to make in Vietnam.
Lead Analyst
Le Trung Nam — CEO, EPS Investing
Le Trung Nam has more than 25 years of experience in investment management, corporate finance, economics and policy, governance and executive leadership. He has held senior roles including CFO, CEO, Chairman and Board Member and previously worked at the State Capital Investment Corporation (SCIC), where he participated in managing investments valued at approximately USD 200 million.
He completed the Fulbright Economics Teaching Program in Applied Economics and Public Policy and holds a Master’s degree in Economics from the University of Economics Ho Chi Minh City. His analysis combines economic and policy understanding with practical experience in investment, finance, business operations and corporate decision-making.