DIỄN ĐÀN VIỆT NAM 2022: BỎ QUA CÁC ĐỘNG CƠ TĂNG TRƯỞNG

NAVIGATING VIETNAM 2022 RE-IGNITE THE GROWTH ENGINES

NAVIGATING VIETNAM

Dec 2021

Analyst(s) Khanh Hien TRAN T (84) 90 364 3900 E hien.trankhanh@vndirect.com.vn

and VNDIRECT RESEARCH TEAM

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AVIATION: FASTEN YOUR SEATBELT AND PREPARE FOR TAKEOFF

TEXTILE & GARMENT: PASSING THROUGH HEADWINDS

RESIDENTIAL MARKET: POISED FOR A STRONG RECOVERY AHEAD

4. The retake of service sector underpinned by domestic consumption

2. Infrastructure development will be back to center stage

A few steps moving close to Emerging Markets upgrade

Macroeconomic stability has been solidified despite challenge time

Implication for our 2022 forecasts

Growth engine #2: Exports to resume expansion thanks to increasing global demand

WHAT SHOULD WE EXPECT FOR 2022?

Exports remained resilient despite nationwide lockdown and supply disruption

Key macro risks into 2022

RE-IGNITE THE GROWTH ENGINES

State investment slew down while FDI saw positive signals

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