Diesel Up 132%, Brent Only 44%: When the Stabilization Fund Runs Dry
Domestic diesel prices surged 3× faster than global crude. The story behind it isn't just Hormuz — it's the breaking point of Vietnam's entire fuel price management system.
New SBV Governor Summons 46 Banks, 10% Rates Fading
On his second day in office, new Governor Pham Duc An convened 46 banks demanding rate cuts. The big picture shows the deposit race has hit its limit.
DXY Breaks Below 99, FTSE Upgrade: A Dual Catalyst for Vietnam
The US dollar broke below the psychological 99 level just as FTSE Russell confirmed Vietnam's market upgrade. Two converging forces create a historic opportunity for foreign capital inflows.
ACB sets 22,274 bn profit, 20% dividend, shares still fall 1%
ACB's April 9 AGM delivered a heavyweight 2026 plan: 22,274 bn profit target, 20% dividend, capital raise to 58,044 bn, and a new non-life insurance arm. The stock still fell with the banking sector — a technical pause or a warning?
Coffee Down 32% From Peak, Vietnam Sells More but Earns Less
Arabica prices plunged from 422 cents to 289 cents in 5 months. Vietnam's coffee exports rose 12.6% by volume but revenue fell 6.4%, exposing the raw-export paradox.
FTSE Upgrade, VN-Index Surges 79 Points: While the Fed Holds Firm
VN-Index posted its largest single-day gain ever after FTSE confirmed Vietnam's market upgrade. But the March FOMC minutes reveal the Fed is in no rush to cut rates, creating a tug-of-war for foreign capital flows.
302 Billion-Revenue Companies Report Losses, Tax Bureau Steps In
Vietnam's Tax Bureau launches a special audit of 302 companies with trillion-dong revenues but persistent losses. From KFC to VNG to Xanh SM: real losses or transfer pricing? What investors need to know.
VN-Index Surges 79 Points as SBV Quietly Drains 114,600B
The FTSE upgrade rally masks a critical reality: Vietnam's central bank just executed its largest liquidity drain in over 2 years, pushing overnight rates into double digits.
4 Korean Chaebols Head to Vietnam: Which Stocks Catch the Wave?
Samsung, SK, Hyundai, and LG along with 200 Korean companies are preparing to visit Vietnam in April 2026. FDI capital is shifting dramatically, and the stock market has already reacted.
VN-Index Surges 79 Points: FTSE Inflows vs Ceasefire Bounce
The April 8 session exploded on two entirely different catalysts. Investors must distinguish structural FTSE upgrade beneficiaries from stocks merely reacting to the US-Iran ceasefire.
VCI jumps 4.23% on FTSE day as Chairman's wife quietly files to sell $18M
On the very day FTSE Russell confirmed Vietnam's upgrade and the VN-Index surged nearly 60 points, the wife of Vietcap's Chairman registered to sell her entire 16.9 million VCI shares. A data point retail investors cannot afford to ignore.
FTSE confirms Vietnam upgrade, deadline 21 Sep 2026
FTSE Russell has officially confirmed Vietnam's upgrade to Secondary Emerging Market. With 166 days to the effective date, the 5–6 billion USD inflow will arrive in waves, not in a single session.