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National insolvency ? What is the risk and implications for Vietnam

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Alexander Kopriwa's picture
1312306393

How must companies plan for "national insolvency" of USA, Portugal, Greece ?

What about Vietnam current (and future) rating status by moody's, standards & poor's? Are they responsible rating agencies of just playing in favor of the "wealthy rich"?

The Wall street (finance masters) and the US Senate (politics) - and the rest of Bankers requesting same "liberalized" and deregulated finance system is pushing irresponsible insanity neglecting the "real economy" creating hot air and poor economic sustainability.

Politicians hope to grow (expand) out of troubles - "the markets" seem to be "hesitant" - unemployment is not getting better. Huge public budget cuts will further plunge "consumerism" down in the developed world.

How should SE Asian companies plan for expansion and growth ?
Expand at home ?
How to handle export?
How to compete with other Asian countries?
How to manage risk exposure in case of "default"?

Please share with me what Vietnam company do for best path of development ?

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  • Pascal Ho Ba Dam's picture

    Macro economics: world insolvency means less money to flow into Vietnam, loan, FDI investment funds,
    Vietnam and companies need to count on themselves, no booster shot.
    Micro Economics: companies exporting will have to become even more competitive to fight China, Thailand etc.. because insolvency just means people in Greece, USA, Japan need to pay more debts by taxes. They have less money, the bargain price more... and Vietnam is at a disadvantage with most Asean countries for quality and value-added products (those you can discount because they have moire margins).

    Hard times ahead for all of us in Vietnam!

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