CII hits ceiling as funding signal outruns profit worries
Corporate Analysis

CII hits ceiling as funding signal outruns profit worries

CII's ceiling hit on June 10 did not start with an earnings surprise. The market reacted to a rarer signal: demand for its unsecured convertible bond offer came in at more than three times the deal size.

Minh Quan·
A $13.8 Billion Trade Deficit Does Not Tell the Whole Story
Macro Insights

A $13.8 Billion Trade Deficit Does Not Tell the Whole Story

A large trade deficit naturally raises concerns about the currency and the broader economy. But in Vietnam's case, the more important question is whether higher imports are feeding production or signalling a new pressure cycle.

Mai Linh·
Oil Has Not Broken Into a New Shock Yet
Macro Insights

Oil Has Not Broken Into a New Shock Yet

The U.S.-Iran conflict has escalated again, but oil is still trading inside a familiar test zone. For Vietnamese investors, the real signal is not the headline itself, but whether Brent rises far enough to trigger a broader repricing of energy costs.

Thanh Ha·
A Lower Gold Price Does Not Mean Cheaper Gold
Investor Guide

A Lower Gold Price Does Not Mean Cheaper Gold

SJC gold bars and gold rings have both slipped below VND 144 million per tael, but that does not automatically make them a better entry point. What matters is not the headline sticker price, but the three layers hidden inside it.

Mai Linh·
Crypto assets still sit within banks' line of sight
Investor Guide

Crypto assets still sit within banks' line of sight

Wallets and exchanges may live outside the banking system, but a retail investor's real money usually still moves through a bank account. Once the entry and exit points are visible, what matters is not only what you bought, but how your money moved.

Mai Linh·
VN-Index Turns Green, but Market Health Still Looks Weak
Market Beat

VN-Index Turns Green, but Market Health Still Looks Weak

The June 9 session left the benchmark in positive territory, but the market's risk-sensitive pockets still told a far more cautious story. For newer investors, the real signal now is breadth and turnover, not the color of the index alone.

Mai Linh·
BIDV's rate reversal is not a new trend
Investor Guide

BIDV's rate reversal is not a new trend

BIDV raised online deposit rates and then cut them back within two days. For savers, the real signal is not the drama of the reversal, but what it does and does not say about Vietnam's broader deposit market.

Mai Linh·
Alibaba and BYD Make the List, Asia Reprices Risk
Market Beat

Alibaba and BYD Make the List, Asia Reprices Risk

The Pentagon's updated list is not an instant trading ban, but it does force Asian markets to apply a higher policy-risk discount to Chinese tech. Ahead of Vietnam's session, the real task is not guessing which stock opens green or red, but reading whether risk aversion is spreading across three layers of signals.

Mai Linh·
OpenAI files confidentially, how to ride the AI wave now
Investor Guide

OpenAI files confidentially, how to ride the AI wave now

OpenAI has moved one step closer to public markets, but direct access is still not available to retail investors. For beginners, the real question is not where to buy OpenAI today, but which AI exposure fits their risk tolerance and what each route costs.

Mai Linh·
FPT Has More Vietnamese Data, but Revenue Comes Later
Corporate Analysis

FPT Has More Vietnamese Data, but Revenue Comes Later

Nemotron-Personas-Vietnam gives FPT a new layer of local AI data. For shareholders, though, value appears only when that layer moves through infrastructure, fine-tuning, and paid deployments.

Minh Quan·
Vingroup Keeps a Path for Value to Return to VIC
Corporate Analysis

Vingroup Keeps a Path for Value to Return to VIC

The June 8 resolution does not mean Vingroup has already bought more of GSM or VinEnergo. What matters is that the group has preserved a route for value from those businesses to flow back to the listed parent when the timing works.

Minh Quan·
VN-Index Breaks 1,800, Money Turns Selective
Market Beat

VN-Index Breaks 1,800, Money Turns Selective

A 2.63% drop does not mean all buying power has vanished. The better read is that remaining risk appetite is clustering in a few liquid real-estate names, while the rest of the sector still lacks broad support.

Mai Linh·