Honda's First Loss Since 1957: Betting on the Wrong EV Timeline
Honda just reported a USD 2.7 billion net loss for fiscal year 2026, its first annual loss in 69 years. The cause was not a market downturn but a capital commitment built on adoption forecasts that reality never matched.
VinFast Sells Factories for $530M, Keeps Brand and IP
VinFast is divesting its entire manufacturing arm VFTP for $530 million, removing roughly VND 182,000 billion in debt from its balance sheet and pivoting to an asset-light model. Three unanswered variables will determine whether this gamble pays off.
VN-Index Hits 1,925 ATH: Oil Leads, Banks and Real Estate Fall
On May 14, VN-Index set a new all-time high of 1,925.46 points, but the picture beneath the headline was sharply divided: oil stocks surged on Hormuz-driven Brent, while banking and real estate both declined on structural pressures.
EVN Loss Plan: Chemicals, Cement and Steel All Exposed
On 14 May, Vietnam's Ministry of Industry and Trade released a draft decree proposing to recover EVN's VND 44,792 billion cumulative loss through future electricity tariff adjustments. Sector impact varies sharply by electricity cost intensity and current gross margins.
Trump Meets Xi: Vietnam's Exports Split in Two Directions
The S&P 500 hit a record 7,444 points on the evening of May 13, just as Trump landed in Beijing. But not every Vietnamese export stock will benefit through the same mechanism.
Warsh Confirmed as Fed Chair on the Day PPI Hit a 4-Year High
On May 13, the U.S. Senate confirmed Kevin Warsh as the next Federal Reserve Chair with a 54-45 vote, while the April PPI came in at +1.4% month-over-month, the hottest reading since March 2022. Two independent events, one shared question: where is U.S. interest rate policy headed, and three transmission channels to Vietnam's market were already visible that same session.
Natural Rubber Hits 9-Year High, Yet GVR Margins Are Shrinking
Natural rubber reached 223.30 US cents/kg on May 12, a nine-year high. Yet Q1/2026 results for GVR, DPR, and PHR reveal a counterintuitive story: prices surged, gross margins contracted.
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.
GAS Hits Price Ceiling in a Red Session: Three Iran Scenarios
May 13, 2026 closed with 176 stocks in the red, yet Vietnam's four largest oil and gas shares all surged 6-7%. The divergence traces directly to the Hormuz deadlock and three scenarios that could play out next week.
BSR Joins VN30: Two Demand Layers Investors Must Distinguish
From May 13, the four VN30 ETFs automatically buy BSR to replace DGC. Technical ETF demand has largely priced into a 14% four-session surge; BSR's fundamental value is a longer story tied to Brent above $100.
Copper Hits $13,943/t Record: The Grid, Not AI, Drives the Rally
Copper just set an all-time record on the LME, yet the AI-demand narrative being cited most widely accounts for the smallest share of actual demand growth. Three structural forces are doing the real work.
Moody's Positive Outlook: Three Channels Into Vietnam's Capital Market
On May 4, 2026, Moody's lifted Vietnam's outlook to Positive while keeping the Ba2 rating unchanged. This is not a rating upgrade, but its concrete effects on borrowing costs, bond yields, and foreign capital flows are worth understanding.