Vietnam Power Report Q2 2013 - New Market Study Published
BMI View: Whilst revisions in historical data have prompted some numerical changes in our forecasts, our overall outlook for Vietnam's power sector remains unchanged. Acceleration in real GDP growth in the second half of 2012 reinforces our belief that electricity consumption is poised for a stronger performance in 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...
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