Taking a page from a 1980s after-school special, it is not unreasonable to say central banks in the Asia-Pacific region this week succumbed to a line of thinking akin to "C'mon. In addition to the rate cut headline, news that George Soros is short the Australian dollar and that Stanley Druckenmiller is also bearish on the currency have weighed on the Aussie. Additionally, the rate cuts indicate the State Bank feels comfortable with Vietnam's inflation situation and that could prove to be a positive catalyst for VNM in the coming months.