On July 3 2024, Vietnam introduced a decree allowing consumers to purchase electricity directly from renewable power generators, bypassing the state-owned Vietnam Electricity (EVN). This policy is expected to boost renewable energy by diversifying supply avenues. Russia reaffirmed its support for Vietnam's nascent nuclear sector. Vietnam's electricity prices are projected to decrease by 2025, supported by coal-fired power. The coal sector is anticipated to expand despite global financing challenges. Hydropower generation grew by over 10% in 2024 due to favourable seasonal changes. Providing expert analysis, independent forecasts and competitive intelligence on the power and renewables industries. Report includes: Key View, Industry SWOT Analysis, Industry Forecasts, Electricity Prices, BMI's Power & Renewable Risk Reward Index, Economic Forecasts, Company Profiles, Global, Regional and Country Industry Overviews, Market Overview, and Business Environment Rankings. Why you should buy this report Benefit from the latest market opportunities Understand the threats to your operations and investments and protect your company against future risks Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market Get a full view of the competitive landscape to assess your market position The Vietnam Power & Renewables Report features BMI’s market assessment and independent forecasts covering electricity prices and power generation (coal, gas, oil, nuclear, thermal, natural gas, hydro and non-hydro renewables including: wind, solar, geothermal, tidal, wave, and biomass), electricity consumption, trade, transmission and distribution losses, and electricity generating capacity. The report also analyses the impact of regulatory changes, recent developments, and the background macroeconomic outlook, and features competitive landscapes comparing national and multinational operators by sales, market share, investments, projects, partners, and expansion strategies. Additionally, the report discusses the various energy policies currently in force, including targets, subsidies, and relevant infrastructure developments or limitations that might impact growth. It presents a detailed list of key power and renewables projects currently being planned or undertaken in Argentina, their capacity, the timeframe of construction, and their current status. BMI’s Vietnam Power & Renewables Report provides industry professionals and strategists, sector analysts, investors, trade associations, and regulatory bodies with unique independent forecasts and competitive intelligence on the country's power and renewables industry. Key Benefits Use BMI’s independent industry forecasts to test other views - a key input for successful budgeting and strategic planning in the power and renewables market. Target business opportunities and risks in the power and renewable sectors through our reviews of latest power industry trends, regulatory changes, and major deals, projects and investments. Assess the activities, strategy and market position of your competitors, partners and clients via our Competitive Landscape analysis. Track market by market electricity prices across three tariff benchmarks for over 80 markets.

Part of the Power & Renewables Insight series of newsletters, Asia Pacific Power & Renewables Insight provides informed and independent analysis on the main trends affecting the Power & Renewables industries. The Insight provides regular coverage of recent trends and developments within the global power and renewables market, covering all the major technologies, both in terms of generation and capacity. The Asia Pacific Power & Renewables Insight also provides analysis on key areas such as regulatory and policy environments, manufacturing, subsidy programmes and wider regional themes. Major players in the market at country and regional levels are also systematically covered, assessing their local strategy and financial performance.

Part of the Telecommunications Insight series of newsletters, Asia Pacific Telecommunications Insight provides informed and independent analysis on the main trends affecting the telecommunications industries. Regular features include BMI's 5-Year Industry Forecasts for fixed-line, mobile and internet segments covering telephone lines, mobile phone subscribers, internet users and broadband subscribers, PCs, TVs, pay-TV, cable and direct-to-home subscribers, as well as telecommunications equipment imports and exports. Asia Pacific Telecommunications Insight also provides analysis of the impact of regulatory changes on industry performance and competitive Intelligence on leading telecommunications companies in the region.

Economic challenges and high-inflation continue to pose risks to Vietnam attracting exploration finance, while recent regulatory and legislative changes have yet to result in a meaningful uptick in foreign investment in the upstream sector. In the meantime, Vietnam's PVN is boosting its exploration efforts and announced the discoveries of the Rong and Bunga Aster fields earlier in 2024. Nonetheless, we continue to expect Vietnam’s oil production to decline through our long term forecast period. By contrast, we expect the country’s gas production to rise steadily throughout the same period, notably as the government continues to support gas production and consumption as part of its broader decarbonisation agenda. Providing expert analysis, independent forecasts and competitive intelligence on the oil and gas industry. Report includes: Industry View, Industry SWOT Analysis, Industry Forecasts, Oil & Gas Risk Reward Index, Market Summary, Economic Forecasts, Company Profiles, Competitive Landscape and Global and Regional Overview. Why you should buy this report Benefit from the latest market opportunities Understand the threats to your operations and investments and protect your company against future risks Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market Get a full view of the competitive landscape to assess your market position The Vietnam Oil & Gas Report has been researched at source and features BMI’s independent forecasts for Vietnam including major indicators for oil, gas and LNG, covering all major indicators including reserves, production, consumption, refining capacity, prices, export volumes and values. The report includes full analysis of industry trends and prospects, national and multinational companies and changes in the regulatory environment. BMI’s Vietnam Oil & Gas Report provides professionals, consultancies, government departments, regulatory bodies and researchers with independent forecasts and competitive intelligence. Key Benefits Benchmark BMI’s independent oil and gas industry forecasts to test consensus views - a key input for successful budgeting and strategic business planning in the oil and gas market Target business opportunities and risks in the oil and gas sector through reviews of latest industry trends, regulatory changes and major deals, projects and investments Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity) and Competitive Landscape Tables

BMI’s range of 20 monthly regional Monitors provide you with essential macroeconomic analysis and risk assessment of major political, economic and financial developments across Africa, Asia, Emerging Europe, Latin America and the Middle East. The Monitors provide regular appraisals of country risk, clear insights into economic and financial trends and advance warning of key changes in the business environment. With succinct analyses, hard-to-find data and authoritative 12 and 24-month forecasts covering government, economy, finance and the business environment, the Monitors answer your strategic information needs, helping you make better-informed decisions. FEATURES INCLUDE: Country-by-Country Coverage– with essential news, analysis and forecasts for your markets. Risk-Rating System– short- and long-term country ratings for political, economic and business environment risk. 2-year Economic Forecast Scenarios– BMI’s macroeconomic forecasts and latest available data from primary sources, alongside analysis of latest macroeconomic developments. Political Risk Assessments– analyzing government stability, key policy developments and political opposition. Business Environment Risk– analysis of government policy o inward investment, trade, privatization and economic reform, plus MNC development.

We believe that South East Asia's mining sector will struggle to fulfil its potential over the next few years, despite rich deposits of untapped minerals on offer. Mainland China's economic slowdown will remove a crucial outlet for raw material exports in the region and, more importantly, will impact the profitability of mining ventures, with high start-up costs likely to deter new investment. Substantial obstacles remain across many parts of the region, including high levels of corruption and limited infrastructure. Therefore, many parts of the region continue to be perceived as frontier markets as far as mining activity is concerned. Providing expert analysis, independent forecasts and competitive intelligence on the mining. Report includes: Industry View, Industry SWOT Analysis, Industry Forecasts, Mining Risk Reward Index, Economic Forecasts, Company Profiles and Global, Regional and Country Industry Overviews. Why you should buy this report Benefit from the latest market opportunities Understand the threats to your operations and investments and protect your company against future risks Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market Get a full view of the competitive landscape to assess your market position The South East Asia Mining Report has been researched at source and features BMI’s mining and commodity forecasts for metals, minerals and gems, covering all major indicators including reserves, production, exports and values. The report also analyses trends and prospects, national and multinational companies and changes in the regulatory environment. BMI’s South East Asia Mining Report provides industry strategists, service companies, company analysts and consultants, government departments, trade associations and regulatory bodies with BMI’s independent forecasts and competitive intelligence on the mining industry. Key Benefits Use BMI’s independent industry forecasts to test other views - a key input for successful budgeting and planning in this mining market. Target business opportunities and risks in the mining sector through our reviews of latest mining industry trends, regulatory changes and major deals, projects and investments Assess the activities, strategy and market position of your competitors, partners and clients via our Company Profiles (inc. KPIs and latest activity), Key Projects Tables and Competitive Landscape Tables

We have a positive long-term outlook for Vietnam's commercial real estate market, supported by Vietnam's growing manufacturing and export role, as well as rising incomes and a large, young population. We believe that international interest in the sector will remain strong, as Vietnam continues to see record levels of foreign direct investment. Providing expert analysis, independent forecasts and competitive intelligence on the real estate industry. Report includes: Industry View, Industry SWOT Analysis, Industry Forecasts, Real Estate Risk Reward Index, Company Profiles and Global, Regional and Country Industry Overviews. Why you should buy this report Benefit from the latest market opportunities Understand the threats to your operations and investments and protect your company against future risks Gain insight on emerging trends that could support, strengthen or disrupt your activities in the market Get a full view of the competitive landscape to assess your market position The Vietnam Real Estate Report features BMI’s key insights across retail, industrial, office, residential and non-residential real estate on a country, regional and global level. By combining economic, political and regulatory analysis with the latest industry trends and developments, we deliver an integrated and forward-looking view of the industry to developers, retailers, distributors, investors, government departments and financial institutions. Key Benefits Benchmark BMI’s independent real estate industry forecasts to test other views - a key input for successful budgeting and strategic business planning in the real estate market. Target business opportunities and risks through our reviews of latest industry trends, regulatory changes and major deals, projects and investments. Exploit latest competitive intelligence on your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity) and Competitive Landscape Tables.

Vietnam's government sees education as a top national priority and has managed to promote equal access to education throughout most of the market, resulting in a largely skilled and competitive workforce. That said, the Vietnamese labour market offers one of the smallest estimated proportions of formally educated workforce in the South East Asia region and registers poor educational standards at the tertiary level. The government has been introducing several government initiatives and incentives to better link education, training and skill and promote entrepreneurship, which we expect will considerably improve the talent pool of workers overtime. Recent minimum wage hikes are unlikely to negatively affect the market's overall appeal for investment as Vietnam's labour costs remain low by regional standards. The Vietnam Education & Labour Report assesses the labour market risks facing businesses and investors in Vietnam regarding the availability, direct and indirect cost of labour and skills depth of the labour force. Availability of Labour: This segment analyses the main risks facing businesses regarding the size and composition of the labour force. The Report leverages data from the BMI’s Operational Risk Index to provide robust profiles of the potential workforce. These include overall population in employment, the size of the potential labour force, female participation, life expectancy, and forecasts for workforce size by sector. This section also looks at the healthcare expenditure per capita, the migrant population as a share of the total population and labour mobility through aspects such as regulatory requirements for foreign workers and urbanization rates. Skills: Assessing the potential pressures facing businesses requiring a skilled labour force with secondary or tertiary education qualifications. This covers the quality, density and graduation rates for primary, secondary and tertiary education, with a particular focus on engineering, science, mathematics and technological skills. It also evaluates the basic skill set of the workforce, literacy and numeracy rates, and the quality of the primary educational infrastructure, compared with the wider region. Labour Costs: This covers the challenges presented by regulations governing labour taxes, wages, annual leave, severance pay requirements, and foreign worker visas. It assesses the costs of employment that face businesses and investors. It also evaluates risk stemming from unionisation and strike activity, and the comparative rigidity of the labour market around regulations that can make it difficult to adjust workforce needs in response to economic shifts.

Vietnam is a relatively safe market for business operations, given low risks of violent crime and terrorist threats. While the market has territorial disputes with Mainland China in the South China Sea, the overall risk of interstate conflict is low. Crime, Security & Defence Report The Report examines the crime and security risks faced by foreign business travellers and other expatriates, and organizations operating in Vietnam, utilising the BMI’s Crime and Security Risk Index of 170 states worldwide. It also provides detailed research and data on defence expenditure and trade in Vietnam. Conflict Risk: This section assesses the risk of interstate and internal conflict and identifies key risk flashpoints and geographical areas. It examines possible triggers for military confrontation and the threat of terrorism and political violence, balanced against the strength of the military against potential aggressors, the strategic international environment and counter-terrorism capabilities. Vulnerability to Crime: This indicator assesses the risk of crimes to the person and to property, from both a violent and petty crime perspective. It also examines the extent of organised crime in a given territory and the capability and integrity of the police force. Business Crime: Analyses 'white-collar' crimes that specifically target businesses rather than individuals, including financial crime and cybercrime. The latter also takes an in-depth look at the data localisation policies that may affect business operations. It also analyses the corporate governance culture and highlights potential reputational risks to businesses from corruption and money laundering, and the level of due diligence required for higher-risk jurisdictions. Defence Market: The defence market assessments also provide historic defence sector data, analysis of the armed forces and the domestic defence market as well as 5 to 10-year defence forecasts.

The global coffee market has fundamentally changed in the post-Covid environment. The industry is seeing historical levels of demand globally, with many of the Covid-related trends affecting the industry. Inflationary pressures, from the cost of raw materials to labour costs, will remain elevated despite easing from 2022 and 2023 highs. However, coffee has become a larger part of the average consumer's spending allocation and is quickly evolving into more of a recreational product, away from its historical functional uses. This Special Report is the second part of a two-part series of reports looking at the global coffee market and where the next opportunities will be. The first report identifies the top five emerging coffee consumer markets from 2023 onwards and provides deep dive analysis on the coffee consumer markets in Mainland China, Poland, Mexico, Saudi Arabia And South Africa. This second report identifies a further five markets, focusing on more wildcard opportunities where we profile Brazil, India, Vietnam, Chile and Morocco.