Allianz GI's strategist shares his view
A confluence of economic data releases and central bank policy announcements towards the end of 2015 buffeted investors and raised questions about the global growth outlook.
Since it overheated in 2011, following a four-year bull phase that was characterised by expensive equities and an overvalued currency, the Vietnamese economy has been turned around in classic monetary and fiscal fashion.
Disconnect between stock markets and equity returns