Council

Ginity Research Council Collective author

2 reports

Leads cross-desk reports on the monetary cycle, international capital flows and market valuation, where conclusions need several desks to check each other.

Coverage: Rate and exchange-rate cycles, market upgrades, and the valuation of the VN-Index and large caps.
Areas of expertise: Macro & monetary
Review process: Every report is checked for data, assumptions and compliance by a reviewer independent of the drafting team before release; the reviewer is named under the title.
Editorial contact: contact@ginity.vn Send a research request

Articles by Ginity Research Council

Macro & monetary

One month after the FTSE upgrade: Passive flows and the MSCI gap

Vietnam became an FTSE Russell Secondary Emerging market on 21 September 2026. ETF flow estimates by tranche, the market's reaction and what MSCI still wants.

Ginity Research Council 24 Oct 2026

Macro & monetary

Vietnam's monetary cycle and what it means for VN30 valuations

Bank margins and asset quality, foreign portfolio flows and the re-rating case for Vietnam's large caps now that the FTSE upgrade has taken effect.

Ginity Research Council 23 Oct 2026

Articles by Ginity Research Council

One month after the FTSE upgrade: Passive flows and the MSCI gap

Vietnam's monetary cycle and what it means for VN30 valuations

Measurement cookies