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Tag: consumer retail

  • Vietnam Mobility Show Returns to Hanoi in December with 100 Test Drive Models

    Vietnam Mobility Show Returns to Hanoi in December with 100 Test Drive Models

    Hanoi hosts the Vietnam Mobility Show on Dec. 5 and 6 at the Vietnam Exhibition Center in Dong Anh District. Dozens of vehicle manufacturers and component suppliers will attend.

    Organizers expanded the showroom floor to accommodate nearly 100 test-drive models. The runs will cover dedicated obstacle courses and public roads, targeting end-of-year vehicle buyers.

    Expanding Floor Space and Green Technology

    Electric vehicles and sustainable transport platforms sit at the core of the 2026 main hall. Established legacy automakers in Vietnam will share floor space with debuting domestic brands. Exhibits feature consumer electric models, commercial vans, and electric two-wheelers.

    Instructors will oversee test runs in the outdoor pavilion. The layout allows buyers to test steering response and emergency braking on closed tracks before driving onto open roads.

    Aftermarket Retail and Seasonal Purchasing

    The schedule places the event directly ahead of the peak Lunar New Year shopping window. Vehicle registrations in Vietnam typically peak during this period. Dealerships and distributors plan exclusive discounts and direct financing packages to secure sales on site.

    Inside the aftermarket pavilion, parts manufacturers, detailing suppliers, and accessory distributors will introduce new lines for the replacement market. Regional exhibitions have shifted from passive product shows into transactional retail hubs. Retailers use them to clear inventory before year-end accounting deadlines.

    Motorsports Arena and Family Features

    Beyond retail displays, a motorsports arena will feature roughly 300 privately owned sports cars, supercars, and custom tuning builds alongside imported performance vehicles. Drivers will stage drifting demonstrations and motorcycle stunt sessions across both days.

    Family activities include the Carlympic Family Run, children’s road-safety circuits, and central-stage lifestyle workshops. Food vendors and interactive consumer pavilions will fill out the surrounding grounds.

    Tracking Attendance and Electric Vehicle Adoption

    Attendance at the December 2025 edition reached 60,000 visitors and featured more than 20 automotive, motorcycle, and accessory brands. Regional supply-chain partners continue to invest in Vietnam’s passenger vehicle sector as consumer demand rises for electrified city transport and suburban utility vehicles.

    Ticket sales and floor reservations open ahead of the Dec. 5 kickoff. Brands will monitor conversion rates as a gauge for early 2027 vehicle sales.

  • Goldman Raises Asia Pacific Ex-Japan Index Target to 1,120

    Goldman Raises Asia Pacific Ex-Japan Index Target to 1,120

    Goldman raised its forecast for the MSCI AC Asia Pacific ex-Japan Index to 1,120 from 1,080, projecting a 26 per cent upside driven by higher earnings expectations in Korea and Taiwan.

    Second-quarter earnings across the benchmark grew 102 per cent, with 44 per cent of companies beating forecasts compared with 27 per cent that missed.

    Earnings growth was led by Singapore, Taiwan and Indonesia, while Australia, Malaysia and India lagged, with Singapore and Taiwan recording the highest number of firms exceeding expectations.

    North Asian Tech Dominates the Rally

    The bank assigned an overweight rating to Japan, South Korea, Taiwan and mainland China A-share equities. South Korea’s benchmark Kospi received a revised 12-month target of 12,000, representing a 79 per cent upside from current trading levels, underpinned by heavyweight chipmakers Samsung Electronics and SK Hynix.

    By contrast, Hong Kong, Singapore, Malaysia, India and offshore Chinese equities remain rated at market weight. Southeast Asian markets face a split outlook, with Thailand, Indonesia and the Philippines assigned underweight ratings alongside Australia.

    Consumer Retail and Hardware Divergence

    Sector allocations show a sharp divide between capital-intensive tech manufacturing and consumer-facing retail. Goldman designated tech hardware, semiconductors, capital goods, healthcare and non-Australian, non-Chinese lenders as its most favored sectors.

    Consumer retail, media and property remain ranked at market weight across the region, reflecting steady but unspectacular domestic consumer demand. Transportation, utilities and automotive manufacturers received underweight ratings.

    Earlier Forecast Trajectory

    The revised projections build on earlier upgrades from May, when Goldman set an initial 12-month Kospi target of 9,000 before tech earnings accelerated. The broader index target of 1,120 reflects cleaner investor positioning following recent portfolio unwinds across regional exchanges.

    Investors now track third-quarter tech hardware order books and upcoming United States midterm election policy rhetoric, which remain key external risks alongside elevated bond yields and Middle East tensions.