Market Insights - PVI AM
PVI AM INSIGHTS

Investment Perspectives Rooted in Discipline and Analysis

Grounded in a systematic investment approach, all insights and analyses enable investors to navigate the market effectively and execute consistent decisions in pursuit of long-term goals.

Market Analysis

Market Insights

Regular analysis and expert commentary on bond market, equity, money market, and macroeconomics from PVI AM investment team.

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Equity
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Note: Analysis and commentary provided are for reference only and do not constitute investment advice. Past performance does not guarantee future results. Investors should consult with financial advisors before making investment decisions.
Media

News & Media

Company news, video analysis, podcasts, and media coverage featuring PVI AM.

Unblocking capital must go hand in hand with market discipline

Unblocking capital – The market has recovered, but cannot return to the old way of operating After a period of sharp volatility, the policy challenge for the corporate-bond market is no longer simply to “reopen” the capital channel. The economy still needs medium- and long-term financing, while bank credit can…

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Investment Capital Flows: when expectations matter more than news

EXPECTATIONS ARE THE STARTING POINT OF CAPITAL FLOWS On the stock market, investors often joke: “Buy the rumor, sell the news.” Behind that seemingly emotional saying lies a very basic principle: asset prices do not reflect the past but rather expectations about the future. That is why a company can…

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REITs in Vietnam: The market is still waiting for a product in the true sense

1. The gap between the legal framework and the actual market In many countries, REITs have become an important component of the capital market, enabling the securitisation of cash-flow-generating properties such as offices, logistics, industrial parks and shopping centres. The core value of a REIT lies not in speculating on…

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PVI AM honored at The Asset Triple A Awards 2026

The Asset Triple A Awards are widely regarded as one of the most prestigious recognitions in the Asia-Pacific financial industry. Organized by The Asset, a leading regional financial publication, the awards are known for their rigorous and independent evaluation process, with a strong emphasis on investment performance, risk management discipline,…

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Sovereign Credit Rating – A Perspective from Enterprises’ Capital-Raising Needs in the New Era

The importance of the sovereign credit rating for the economy and enterprises Sovereign credit ratings, assigned by agencies such as S&P, Moody’s and Fitch, reflect a country’s ability to repay debt and its level of risk. The higher the rating, the lower the cost of borrowing and the greater the…

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Developing the fund industry into a new pillar of Vietnam’s financial ecosystem

1. Current status and the need to develop the fund-management industry in Vietnam Vietnam’s fund-management industry has grown rapidly over the past decade but remains modest relative to its potential. Total assets under management (AUM) rose from about VND 100,000 billion ten years ago to about VND 639,000 billion at…

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