Negative Real Rates, Yet VND 10,380 Trillion Stays Put
By end-January 2026, household deposits hit a record VND 10,380 trillion even as real returns turned negative by nearly 2%. Three behavioural layers explain why this enormous pool of money refuses to move.
Oil Down 12%: Nikkei Hits Record, Vietnam Oil Stocks Sell Off
The same 12% drop in Brent crude triggered three entirely different reactions across Asian markets. What matters isn't which way oil moved, but what role oil plays in each economy and each company.
May Bond Market: 97% of Public Offerings Are From Banks
While most retail investors still avoid 'corporate bonds' because of 2022 memories, the public offering channel in May has completely changed: 97% of issuance value comes from banks, not real estate.
Vinhomes Gold-for-Home Program: The 110% Is a Price Floor, Not a Return
Vinhomes promises to return 110% of your gold's value after 5 years, but spread evenly that's only about 2% per year. Here's what you're actually paying for.
IMP: Tender Window Closed, Market Price Still 18% Below
Lian paid VND 57,400 per share to take control of Imexpharm, yet IMP trades at just VND 46,650. This isn't a mispricing. A minority share and a controlling stake are fundamentally different things.
Rice Prices Up 18%, But Rice Stocks Stay Silent
World rice prices have surged in May and Vietnam now leads regional export pricing. But TAR and LTG are still falling. Here is why the reflex of 'buy commodity stocks when prices rise' does not apply to rice.
HPG, TCX, TAL Going Ex-Dividend This Week: the Price Drop is Mechanical
This week (May 25-29), trading screens will show HPG down ~VND 2,400 and TCX down ~17% on Monday morning. This is not a loss but a standard HOSE reference price adjustment on dividend ex-dates.
April CPI at 5.46%: 6-Month Big 4 Savings Now Carry Negative Real Rates
Vietnam's April 2026 CPI hit 5.46%, outpacing the Big 4 banks' 6-month savings rate by nearly 2 percentage points. A simple calculation with real consequences for anyone holding short-term deposits.
SJC Gold at VND 162M: Four Savings Channels Side by Side
SJC gold costs VND 18.2 million more per tael than the global benchmark, a structural gap that has persisted for over a decade. Here is a five-year data comparison of four popular savings channels.
Vietnam's Pension Fund Puzzle: The VND 1M/Month Tax Cap
Decree 85 just widened the investment portfolio for Vietnam's supplementary pension funds, but the real reason only 28,600 people have joined after years of piloting is a different bottleneck: a tax deduction ceiling so low it barely compensates for locking up your money until retirement.
81 of 83 Equity Funds Profitable in April, 3 Beat VN-Index
81 out of 83 Vietnamese equity funds reported gains in April 2026, but only 3 actually beat VN-Index. Here's what you need to understand when reading monthly fund performance reports.
Banks Pay 8% on Bonds, 5.9% on Deposits: Four Key Differences
MB Bank and Agribank are raising VND 25,000 billion in 7-10 year bonds at 8% per year, nearly 2.1 percentage points above their own savings rates. That gap is not unusual. It is the price banks must pay to fill a VND 2 million billion long-term funding gap across the entire system.
SpaceX Nasdaq Debut June 12: Three Ways Vietnamese Investors Can Get In
SpaceX is targeting a Nasdaq debut on June 12 at a valuation of roughly $1.75 trillion, the largest IPO in capital market history. Vietnamese investors cannot buy SPCX directly on day one, but three access paths exist with different trade-offs in cost, timing, and legal complexity.
AI 2026 Mirrors Dot-com 2000 in the One Way That Counts
Lower valuations, real profits, but AI market concentration in 2026 has already surpassed the dot-com bubble peak of 2000. Here is what investors need to understand before joining the ride.
UK 30-Year Gilt Hits 5.81%: A Duration Lesson for Every Bond Investor
The May 12 UK gilt sell-off showed why 30-year bonds lose eight times more than 2-year bonds when rates rise, and which single number to check before buying any bond fund.