AI trading proposal exempts, then bans, 77% of the market
A draft decree would let AI place stock trades on its own, then bans that exact activity in the basket that covers 77% of Vietnam's market cap. Brokers warn the carve-out could gut the pilot before it starts.
Vingroup's Record Profit: Core Business Lost Money in Q2
Vingroup's H1 2026 net profit came in at 4.5x last year's figure, but the footnotes show that once you strip out a disposal gain and a chairman's cash injection, the core business actually lost about VND 1,236 billion in Q2.
Property Bonds Pay 13%, Bank Bonds Pay 8%: The Price of Risk
In the same month of August 2026, state-owned bank bonds paid 7.87-8.2% a year while property bonds like Tandoland's paid up to 13%. Before chasing the higher rate, investors need answers to three questions: who repays, where do bondholders rank on collateral, and how much is the sector refinancing at once.
Foreign funds buy 7M PNJ shares before the legal risk lifted
Over three sessions on August 13, 14 and 19, T. Rowe Price and Sprucegrove crossed the 5% major-shareholder threshold in PNJ, buying nearly 7 million shares before police released findings on a diamond-smuggling case and before the record date for PNJ's upcoming extraordinary shareholder meeting.
Silver Up 22.6% in August, Gold 13.7%: One Engine
Silver rose nearly 1.5x faster than gold in August, but seven months of price data show it isn't because of industrial demand. Silver is amplifying the same monetary-policy risk gold carries, not running on a separate engine.
Savings Maturing on Sept 2 Holiday: Don't Auto-Run It
Vietnamese banks close for five days over National Day, but savings deposits maturing between August 30 and September 2 keep running on their own clock. How your account was set to handle maturity decides what rate you're holding when branches reopen on September 3.
Memory Chips Up 12.5x: Vietnam Pays First, Gets Paid Later
South Korea's DRAM export prices have jumped 401% in a year, not because supply broke down but because chipmakers are steering output to AI data centers. Vietnamese consumers and distributors are footing that bill now, while the FDI payoff from chip packaging and testing has to wait for new production lines.
1,080 Units Waited 10 Years: The Fault Isn't Buyers'
Thousands of apartments handed over in Ho Chi Minh City between 2013 and 2016 still lack ownership titles, because developers haven't settled their financial obligations to the state. Four things buyers should check before signing a contract.
Same VND 100 Million, One Week, VND 6.42 Million Apart
The VN-Index posted its best week of August, SJC gold closed higher, and savings rates held steady. Converted into real money on the same VND 100 million, though, the three channels diverged by VND 6.42 million in just five trading sessions.
VN-Index gains 64 points, red still beats green on 3 days
VN-Index closed the week of Aug 24-28 at 1,832.12, up 3.62%, but decliners outnumbered advancers on three of five sessions on HoSE. The rally was concentrated in a narrow group of banks, while foreign investors rotated out of state-controlled banks and into private joint-stock names.
Hormuz Shifts Script: From Blockade to Toll Fees
Iran and Oman just struck a revenue-sharing deal over the Strait of Hormuz, and Brent crude posted its steepest weekly drop the same day. Freight and insurance costs Vietnamese firms actually pay haven't followed.
Gold Up 14% in August: The Fed Never Cut Rates
The popular story says gold jumped nearly 14% in August because the Fed is about to ease. The real driver was fading fear of a Fed rate hike, and Fed Chair Kevin Warsh's Jackson Hole speech on August 28 just flipped that variable back.