VN-Index Surges 79 Points: The Week of FTSE and the US-Iran Ceasefire
FTSE Russell confirmed Vietnam's market upgrade, the US and Iran agreed to a ceasefire, and VN-Index recorded a historic 79-point rally. But Michigan Sentiment hitting a 70-year low at 47.6 signals fragile US macro foundations.
Thanh Hà·
VND 305 Trillion in Banks: Cash Strategy Map of 6 Major Corporations
Bao Viet, FPT, MWG, Petrolimex, Hoa Phat, and Vinamilk collectively deposited over VND 305 trillion in banks by end of 2025. But as Vietcombank cuts rates from April 13, who stands to lose the most?
Hoa Phat Invests VND 10 Trillion in High-Speed Rail, HPG Stock Up 38%
Hoa Phat becomes the first Southeast Asian company to manufacture high-speed railway rails, betting on Vietnam's $67 billion mega-project. A data-driven look at the opportunity and risks.
Bond Market Surpasses 3.8 Quadrillion VND, 141 Trillion in RE Bonds Maturing
Vietnam's bond market hits a record size, but 141 trillion VND in real estate bonds maturing in 2026 raises serious questions about the real risks retail investors need to understand.
Wall Street's Best Week in 5 Months, Americans Most Pessimistic Ever
S&P 500 surged 3.1% on US-Iran ceasefire optimism, yet consumer sentiment hit an all-time low of 47.6. What does this historic divergence signal for Vietnamese investors?
DatVietVAC Prepares IPO, Valued at $800 Million
The conglomerate behind Anh Trai Say Hi and Rap Viet posted VND 3,235 billion in revenue and plans to list in 2026. What should investors evaluate?
US Inflation Surges to 3.3%, Fed and SBV Move in Opposite Directions
US CPI for March spiked to 3.3% on oil prices, while Vietnam's central bank pressures 46 banks to cut rates. Vietnamese investors are caught between two opposing monetary policy currents.
$15.2B FDI in Q1/2026: Where Is the Capital Flowing?
Vietnam attracted $15.2 billion in registered FDI in Q1/2026, up 42.9% YoY. Two mega-projects in semiconductors and AI data centers are reshaping the country's investment landscape.
OKX and HashKey Invest in Vietnam's First Licensed Crypto Exchange
OKX Ventures and HashKey Capital sign strategic investment into CAEX, raising capital to VND 10,000 billion to build Vietnam's first legally licensed crypto exchange.
AI Writes Zero-Day Exploits, US Treasury Calls Emergency Meeting
Anthropic's Mythos AI model autonomously discovers and exploits thousands of security vulnerabilities, prompting the Treasury Secretary and Fed Chair to summon top Wall Street bank CEOs.
Real Estate Stocks Surged While VN-Index Dropped 20 Points
While VN-Index fell nearly 20 points, real estate stocks exploded with 5 hitting ceiling prices. Is capital rotating post-FTSE upgrade, or is this just a short-term wave?
JGB Yields at 27-Year High: $15B Quietly Flows into Japan Bonds
While headlines focused on Hormuz tensions and the VN-Index hitting record highs, $15.3 billion in foreign capital quietly poured into Japanese government bonds — the largest weekly inflow in a year. Smart money is telling a different story.
Vietnam's $330B Public Investment: Three Groups, Three Roles
The 2026-2030 public investment plan is 2.7x the previous cycle. But three months of data show only GMD, CTD, and HPG are truly rallying — the rest is just news-driven noise.
Diesel Up 132%, Brent Only 44%: When the Stabilization Fund Runs Dry
Domestic diesel prices surged 3× faster than global crude. The story behind it isn't just Hormuz — it's the breaking point of Vietnam's entire fuel price management system.
New SBV Governor Summons 46 Banks, 10% Rates Fading
On his second day in office, new Governor Pham Duc An convened 46 banks demanding rate cuts. The big picture shows the deposit race has hit its limit.
DXY Breaks Below 99, FTSE Upgrade: A Dual Catalyst for Vietnam
The US dollar broke below the psychological 99 level just as FTSE Russell confirmed Vietnam's market upgrade. Two converging forces create a historic opportunity for foreign capital inflows.