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VinaCapital's chief economist said the Russia-Ukraine conflict has had a negligible direct effect on Vietnam, since bilateral trade is under 1% of Vietnam's trade. He warned that high oil and commodity prices could add 1-2 points to inflation and that the VND could fall 1-2% against the dollar.
Vietnam imports about 145 million tonnes of fertilizer from Russia, so sanctions and high energy costs could raise farm input costs and feed prices there.
历史可比事件尚不足,暂无法给出历史解读。
在过去 205 次看涨的地缘政治事件之后,尿素 在 5 个交易日内中位数变动 +0.4%(53% 上涨;中间一半区间为 -2.1% 至 +3.0%),20 个交易日内为 -0.4%。
在过去 626 次看涨的地缘政治事件之后,原油(WTI) 在 5 个交易日内中位数变动 +2.1%(62% 上涨;中间一半区间为 -2.3% 至 +8.5%),20 个交易日内为 +1.6%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。