Jan 20

1. #economics Chinese’s rosy end to the year (Finimize)

Chinese has reported last quarter growth: 6.1%, the lowest rate since 1990, mainly blaming for the trade war. However, as the tensions ebbed, the growth is expected to be more stable next quarters. Also, the overall economy shows positive signs: investment shot up esp in manufacturing industry, and retail sales grew higher than expected. China’s strong performance, along with preliminary trade deals signed, could predict a brighter future ahead for the worldwide market.

2. #finance Vietnam Working Capital study (PwC)

Vietnam companies should focus on optimizing cash to maintain a steady course of sustainable profits. From PwC’s 2018 survey, despite robust revenue growth, companies were unable to convert sales into cash. Vietnam C2C days performance lags behind almost all ASEAN countries, and it even declined from 2017 to 2018. Some decliners are engineering & construction, consumer products and real estate.

3. #investment. Amazon and Microsoft: Valuing the cloud

A very interesting but technical-heavy article on whether to buy Amazon or Microsoft stock right now. While Amazon has retained their noteworthy grasp on leadership of the cloud computing market, their market share will decline due to the breakneck-speed growth of Azure (Microsoft).