VCBF sold VIC, stock rose 60%: a lesson in disciplined selling
VCBF sold its entire VIC position in January 2026. The stock rose more than 60% afterward. At a May 11 investor meeting, Nguyen Trieu Vinh explained: selling by the process doesn't mean selling at the top.
Controlled Short Selling: The Infrastructure Vietnam Needs Before FTSE Day
FTSE Russell has confirmed Vietnam's upgrade to Secondary Emerging Market status effective September 21, 2026, with an estimated USD 6 billion in passive inflows expected. But for that capital to flow smoothly, one critical piece of market plumbing is still being built: a controlled short-selling mechanism through VSD.
VN-Index at Record 1,915: Why Liquidity Dropped 20%
VN-Index hit an all-time high of 1,915.37 points and trading accounts surpassed 12.9 million, yet HOSE daily turnover fell 20.69% in April. Three structural mechanisms explain this paradox.
KOSPI +13.6%, Shanghai +1.8%: The Index Composition Lesson
In the same week, three Asian indices diverged by nearly eightfold. Not because of sentiment or hot capital flows, but because the composition inside each benchmark is completely different.
HPG and DHG Ex-Dividend on 11/5: Buying Early Doesn't Mean Extra Profit
On May 11, HPG pays a 5% cash dividend plus 10% bonus shares, while DHG pays 50% cash. Many new investors think buying before the record date earns them extra. This is why the price mechanism works quite differently.
FTSE Drops SAB, DIG, DXG: Technical Criteria, Not Business Performance
Nine stocks were removed from Vietnam's FTSE eligibility list because they failed technical criteria on liquidity, market cap, and foreign ownership, not because their businesses deteriorated. ETF investors need to understand this distinction before September 21, 2026.
8.7% Certificate of Deposit: Two Yield Tiers in One Bank
BAC A BANK has issued a certificate of deposit at 8.7% per year while regular savings rates sit around 5.9%. This isn't a contradiction; it's two different mechanisms within the same system. Understanding the difference helps you choose the right product for your financial goals.
Five-Year High Inflation, Yet Banks Keep Cutting Deposit Rates
March 2026 CPI hit 4.65%, the highest in five years, yet bank deposit rates in May are still falling. Here is how much real margin depositors have left, and which fixed-income channels are paying more.
Bank Bonds in May 2026: Four Years After the 2022 Shock
Four major banks have opened bond issuances in early May 2026. This wave looks structurally different from 2022, but individual investors still need to read the fine print.
Depositing VND 500 Million: Only the First 125 Million Is Insured
Vietnam's new Deposit Insurance Law takes effect today, May 1, 2026. Here's what the actual coverage limit means for your savings, and what happens to the rest if a bank fails.
Berkshire in the Abel Era: What Buffett Left Behind After 60 Years
On May 2, 2026, Greg Abel chairs Berkshire's annual meeting as CEO for the first time. The four principles Buffett built over 60-plus years did not disappear with him, and individual investors can apply them right now.
BIDV's VND 3.7T Bond: 7.7% Yield, Subordinated, No Deposit Insurance
BIDV just opened registration for its second tranche of public bonds — VND 3,698 billion at roughly 7.7% p.a. to start, a 1.8pp spread over its own savings rate. But that premium comes at a price: three protections that savings depositors take for granted.
VNDAF Returns 15.85%: Portfolio Concentration as Edge and Risk
In the first four months of 2026, VNDAF returned 15.85%, more than four times the VN-Index. The mechanism behind it isn't exceptional stock-picking — it's portfolio concentration, and the trade-offs that come with it.
Sabeco's 50% dividend: four criteria for a cash-dividend portfolio
12-month Big4 deposits minus CPI leave only 1.25 points of real yield for Vietnamese savers. With Sabeco just confirming a 50% face-value cash dividend for 2025, the dividend portfolio is back on the table — but only if you screen with a framework first.
5.9% deposit rate vs 4.65% CPI: real yield down to 1.25 pp
Household deposits hit a record VND 7.83 quadrillion just as the real-rate spread at Vietnam's Big4 banks compressed to a mere 1.25 percentage points. Six years of Vietnamese saving have closed one full cycle — and today's product menu is far wider than 2020's.