CPI at 4.65%: VND 500M in Big4 Savings, Real Yield Buys 1/3 Gold Tael
Investor Guide

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.

Mai Linh·
2026 AGM Season: Banks Accelerate, Oil & Gas Pull Back
Corporate Analysis

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?

Minh Quan·
Gold Down 22% During a War: 3 Mechanisms Every Investor Should Understand
Investor Guide

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.

Mai Linh·
VN-Index Surges 79 Points: The Week of FTSE and the US-Iran Ceasefire
Macro Insights

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.

Thanh Ha·
VND 305 Trillion in Banks: Cash Strategy Map of 6 Major Corporations
Corporate Analysis

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?

Minh Quan·
Hoa Phat Invests VND 10 Trillion in High-Speed Rail, HPG Stock Up 38%
Corporate Analysis

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.

Minh Quan·
Bond Market Surpasses 3.8 Quadrillion VND, 141 Trillion in RE Bonds Maturing
Market Beat

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.

Duc Tri·
Wall Street's Best Week in 5 Months, Americans Most Pessimistic Ever
Macro Insights

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?

Thanh Ha·
DatVietVAC Prepares IPO, Valued at $800 Million
Corporate Analysis

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?

Minh Quan·
US Inflation Surges to 3.3%, Fed and SBV Move in Opposite Directions
Macro Insights

US Inflation Surges to 3.3%, Fed and SBV Move in Opposite Directions

US CPI for March spiked to 3.3% on oil prices, while Vietnam's central bank pressures 46 banks to cut rates. Vietnamese investors are caught between two opposing monetary policy currents.

Thanh Ha·
$15.2B FDI in Q1/2026: Where Is the Capital Flowing?
Macro Insights

$15.2B FDI in Q1/2026: Where Is the Capital Flowing?

Vietnam attracted $15.2 billion in registered FDI in Q1/2026, up 42.9% YoY. Two mega-projects in semiconductors and AI data centers are reshaping the country's investment landscape.

Thanh Ha·
OKX and HashKey Invest in Vietnam's First Licensed Crypto Exchange
Macro Insights

OKX and HashKey Invest in Vietnam's First Licensed Crypto Exchange

OKX Ventures and HashKey Capital sign strategic investment into CAEX, raising capital to VND 10,000 billion to build Vietnam's first legally licensed crypto exchange.

Phuong Nam·