Skip to main content

About us

About Ginity an independent research institution

Ginity is the research arm of the Ginity investment fund: analysis of the macro economy, capital flows and policy impact, with every report passing an editorially independent review. We do not offer brokerage or investment advice.

Methodology

From question to report

Every report follows the same four recorded, checkable steps.

  1. 01

    Frame the research question

    We start from a question about policy, capital flows or valuation that data can test, never from a stock to promote.

  2. 02

    Collect sourced data

    The State Bank of Vietnam, the General Statistics Office, the stock exchanges and audited financial statements come first. Ginity's own estimates are labelled.

  3. 03

    Model and build scenarios

    Arguments come with their assumptions, scenarios and model limits, so readers can judge how certain they are.

  4. 04

    Review and publish

    A reviewer other than the author checks data, reasoning and compliance. A report is released only with the reviewer's name on it.

Coverage

Three research pillars

  • Macro & monetary

    Rate cycles, FX, capital flows and their impact on market valuation.

    3 reports

  • Companies & sectors

    Company valuation, sector cycles and detailed earnings models.

    1 reports

  • Quant & risk

    Quantitative models, strategy validation and portfolio risk control.

    0 reports

Review

How research is reviewed

Two people per report
The author and the reviewer are different people; both names appear under the headline.
Automated checks
Structure, links, the Markdown twin and presentation rules are checked before release.
Public corrections
When we find an error we fix the report, update its date and note what changed.

Reviewers and review boards

  • Dr. Nguyen Minh Tuan
  • Ginity Investment Review Board
  • Ginity Strategy Research Board

Governance

Independence and limits

  • Not investment advice

    Ginity is not a securities company and provides no investment advisory service under the 2019 Securities Law. Content is for information and research only.

  • Conflicts of interest

    Authors and reviewers do not trade a covered ticker in the 5 business days before and after publication.

  • Transparency about AI

    Some reports are drafted with AI agents; every report carries a named reviewer before release.

Team

Research desks and analysts

Research desk 2 reports

Ginity Research Council

Collective author · Ginity Research

Coverage
  • Macro & monetary
Latest
One month after the FTSE upgrade: Passive flows and the MSCI gap
Research desk 1 reports

Ginity Equity Research Team

Collective author · Ginity Research

Coverage
  • Companies & sectors
Latest
Vietnam industrial parks 2026: Record FDI, falling profits. Why?
Analyst 1 reports

Le Hoang Nam

Macro Analyst

Coverage
  • Macro & monetary
Latest
Vietnam rates and FX into end-2026: SBV pushes funding costs down