VN30 ETF Trails VN-Index: A Question of Index Structure
VN30 ETF has returned only about 0.5% year-to-date while VN-Index gained roughly 5.6%. VNDiamond ETF is down about 5.4%. The real reason is index design, not fund quality.
Micron Crosses $1 Trillion: Three AI Chip Layers, Three Pricing Mechanisms
On May 26, Micron hit a $1 trillion market cap for the first time. The number itself is less interesting than what it reveals: the three layers of the AI chip chain are priced by three completely different market logics.
Eximbank: Half Its Management Team Gone, CEO Seat Still Vacant
Three deputy CEOs submitted resignations on the same day, shrinking Eximbank's management team to four. The real question is not who is leaving, but who is actually running the bank.
Ferrari Luce Debut, RACE Slides 6%: Luxury Valuation Lesson
When Ferrari unveiled its first electric car in 90 years, RACE shares slid 6% in Milan. The reaction reveals what investors actually own when they hold this stock.
VN-Index -0.10% Masks the Week's Biggest Sector Rotation
The headline index barely moved on May 26, but beneath the surface a powerful portfolio reallocation was underway: the gap between the top-gaining and deepest-falling sectors exceeded 10 percentage points in a single session.
Thach Khe: 544 Million Tons of Iron Ore at a Policy Crossroads
Southeast Asia's largest iron mine has sat idle for 15 years. With a government deadline set for May 2026, Hoa Phat, Vingroup, Vinacomin, and THACO are now proposing to develop it together.
US Strikes Iran: Oil Stays Calm, Stocks Diverge
CENTCOM struck Iranian missile launchers near the Strait of Hormuz on the night of May 25, yet Brent crude barely budged and WTI actually fell. Markets are pricing in a deal, not a war, and that bet is already reshuffling capital on Vietnam's trading boards.
Google Dismantles Its USD 198B Machine: A Forced Move
In 2024, over 56% of Alphabet's revenue came from search advertising. At Google I/O 2026, Google announced it would replace the mechanism behind that engine with AI Search, and no one yet knows how much the new model will earn.
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.
Vuong's VinEnergo Holding: $3B Energy Ambition Outside VIC
Pham Nhat Vuong has registered VinEnergo Holding with VND 79,763 billion in capital, surpassing Vingroup and built entirely outside the listed entity. Here is what VIC and VHM shareholders need to understand.
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.