Recently Released Market Study: Vietnam Power Report Q1 2013
BMI View: Acceleration in real GDP growth in the second half of 2012 reinforces our belief that electricity consumption is poised for a stronger performance as we head into 2013. Similarly, we hold a relatively constructive view for the expansion of the country's power infrastructure on the back of the official launch of Vietnam's competitive generation market. Nonetheless, we reiterate that low tariffs, rising dependence on imported fuel (namely coal) and lack of regulatory clarity remain key downside risks
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