$1.5B from FTSE: Three Ways to Ride the Wave by Capital Size
FTSE Russell upgrades Vietnam from September 2026 with an estimated $1.5B in passive capital. Three investment approaches matched to every capital level, from $4 to over $20,000.
Vietnam Exempts 3 Fuel Taxes: The VND 7,300B/Month Trade-Off
The National Assembly approved simultaneous exemptions for environmental, excise, and VAT taxes on fuel from April 16. This unprecedented fiscal measure sacrifices over VND 7,000 billion/month to control inflation.
$40B in Q1 Trading Revenue: Wall Street Profits from Volatility
While the 5 largest Wall Street banks are expected to post record-high trading revenue, physical commodity traders suffered billions in losses from the very same volatility.
CPI at 4.65%: VND 500M in Big4 Savings, Real Yield Buys 1/3 Gold Tael
Vietnam's March 2026 CPI hit a 5-year high. Big4 bank savings now yield just 1.25% after inflation. Here's how different investment channels compare in preserving your purchasing power.
2026 AGM Season: Banks Accelerate, Oil & Gas Pull Back
Vietnam's 2026 AGM season reveals a deeply bifurcated market: banks target profit growth up to 41%, while oil & gas and manufacturing cut targets by up to 22%. What do the numbers really tell us?
Gold Down 22% During a War: 3 Mechanisms Every Investor Should Understand
World gold prices dropped 22% from their peak in the midst of the Hormuz conflict. Three mechanisms behind this paradox help Vietnamese investors better understand gold's true role in a portfolio.
VN-Index Surges 79 Points: The Week of FTSE and the US-Iran Ceasefire
FTSE Russell confirmed Vietnam's market upgrade, the US and Iran agreed to a ceasefire, and VN-Index recorded a historic 79-point rally. But Michigan Sentiment hitting a 70-year low at 47.6 signals fragile US macro foundations.
VND 305 Trillion in Banks: Cash Strategy Map of 6 Major Corporations
Bao Viet, FPT, MWG, Petrolimex, Hoa Phat, and Vinamilk collectively deposited over VND 305 trillion in banks by end of 2025. But as Vietcombank cuts rates from April 13, who stands to lose the most?
Hoa Phat Invests VND 10 Trillion in High-Speed Rail, HPG Stock Up 38%
Hoa Phat becomes the first Southeast Asian company to manufacture high-speed railway rails, betting on Vietnam's $67 billion mega-project. A data-driven look at the opportunity and risks.
Bond Market Surpasses 3.8 Quadrillion VND, 141 Trillion in RE Bonds Maturing
Vietnam's bond market hits a record size, but 141 trillion VND in real estate bonds maturing in 2026 raises serious questions about the real risks retail investors need to understand.
Wall Street's Best Week in 5 Months, Americans Most Pessimistic Ever
S&P 500 surged 3.1% on US-Iran ceasefire optimism, yet consumer sentiment hit an all-time low of 47.6. What does this historic divergence signal for Vietnamese investors?
DatVietVAC Prepares IPO, Valued at $800 Million
The conglomerate behind Anh Trai Say Hi and Rap Viet posted VND 3,235 billion in revenue and plans to list in 2026. What should investors evaluate?