Registration & Coffee
- Is Vietnam’s macroeconomic and banking system resilient amid rising global headwinds?
- What is the outlook for the Vietnamese market? What are the risks and policy recommendations?
The Vietnamese Sovereign: Resilience amid Adversity
Despite Vietnam’s stringent coronavirus restrictions, its macroeconomic stability has endured, driven by the country’s competitive manufacturing exports sector.
- How resilient is Vietnam against supply chain shifts and disruptions?
- What is the impact of the Russia-Ukraine military conflict on growth and inflation?
- What is the impact of environmental risks on the government’s credit profile?
Banks: Will a Rising Tide Lift All Boats?
Vietnam will likely see a swift rebound in economic growth, which will support banks' asset quality. Profitability will improve as loan-loss provisions decline, while capital ratios will hold steady as internal capital generation, along with improved profitability, will be able to cover asset growth.
- Will an economic rebound help mitigate banks’ asset risks?
- Are banks prepared for prolonged high inflation?
- How will new tech, cyber and ESG risks shape banks’ credit profiles?
Coffee Break & Networking
Real Estate: Striking a Difficult Balance
Vietnam is seeing increased growth in residential demand as its economy recovers and it remains an attractive foreign investment destination. Nonetheless industry headwinds are building, and we explore how real estate companies navigate these risks.
- What is Moody’s outlook for the residential and hospitality sector?
- How will tightened credit conditions impact companies?
- How will they balance demand and profitability as operating costs increase?
Sustainable Infrastructure: Generating Green Energy
Renewable capacity growth in Vietnam has become increasingly important, but there remain key credit challenges for these projects.
- Why is renewable capacity growth and energy transitions in Vietnam increasingly important?
- Why are funding diversity and green finance necessary for Vietnam’s sustainable infrastructure growth?
- How will green finance support Vietnam’s sustainable infrastructure growth?
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