Turicum Investment Management AG (TIM) is an independent advisory firm founded in 1999. The company is licensed as an investment manager and supervised by the Swiss Financial Market Supervisory Authority (FINMA).
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We would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside with the monthly performance update of the TIM Vietnam Actively Managed Certificate for June 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in June 2026 Vietnam’s Economy Vietnam’s Q2 2026 GDP grew 8.4%, beating […]
Vietnam has officially launched a domestic carbon trading platform, with the country’s first carbon allowance trades successfully completed, marking an important milestone in its green transition. Although still at an early stage, the market shows that the country is beginning to translate its 2050 net-zero roadmap into a more practical and measurable framework. Over time, […]
Vietnam wrapped up the first half of 2026 with strong momentum. GDP grew 8.2%, beating expectations despite geopolitical uncertainty, while manufacturing stayed firmly in expansion and both international arrivals and FDI disbursement climbed. Although inflation ticked up to 4.7% on higher oil prices, the local currency was stable and the broader macro backdrop remains supportive. […]
Summary of Q1 2026 results and outlook of Vinamilk JSC (VNM VN) Revenue reached VND16,149bn (+24.8% y/y), supported by domestic sales normalization and overseas expansion. Domestic revenue rose 20.4% y/y to VND12,080bn, reflecting a low base following the completion of distribution system restructuring and restocking demand as distributors adapted to stricter tax and e-invoicing regulations. […]
