Fed Official Mentions Rate Hike, Domino Effect Hits Vietnam
Cleveland Fed President raises the possibility of a rate hike for the first time in two years. Oil up 56%, US CPI jumps to 3.16%, putting direct pressure on exchange rates and the VN-Index.
Urea Up 81%, a Hidden Shock Spreading to Vietnam's Dinner Tables
The Iran conflict has pushed global urea prices past $700/ton, but the real impact extends far beyond commodity markets. A domino chain is spreading from fertilizers to livestock feed to food prices affecting tens of millions of Vietnamese households.
When the Fed, JPMorgan, and IMF All Sound the Alarm: Stagflation Looms
Within 24 hours, three of Wall Street's most powerful voices issued recession warnings simultaneously. Brent crude topped $111, and the Hormuz deadline is about to expire. What should Vietnamese investors prepare for?
Hormuz Deadline Expires Tonight, Brent Hits $110
Iran rejects ceasefire, Trump threatens to obliterate infrastructure. Brent at $110, Vietnam diesel up 93%. Three scenarios and strategies before the April 7 morning session.
Iran, Interest Rates, FTSE Russell: Three Variables Before Apr 6
Trump extends Iran deadline to Apr 8, SBV tightens interest rates via Dispatch 2342, FTSE Russell meets tomorrow. Three events shaping market sentiment for Monday's session.
FTSE Announces April 7: Five Months Before Capital Actually Flows In
April 7 marks the interim review, not deployment day. Foreign investors' VND 32 trillion net selling in Q1 is unrelated to FTSE. A detailed roadmap analysis from April to September 2026.
FTSE Russell April 7 Review: Which 28 Stocks Will Capture Billions in Capital
FTSE Russell confirms 28 Vietnamese stocks for emerging market index inclusion. Analysis of passive capital flows, disbursement timeline, and the 5-month accumulation window for retail investors.
April 6 Deadline, Hormuz Stalemate: Three Scenarios for VN-Index Next Week
US-Iran talks collapse, the Strait of Hormuz remains blockaded, Brent hits $109. How will capital flows shift during the April 7-11 trading week?
Hormuz Crisis, Diesel Up 155% in Three Months: Vietnam's Economic Vulnerability Map
The Hormuz Strait blockade triggered an energy domino chain: Brent crude exceeds $109, domestic diesel surges 155% in three months, CPI hits a 5-year high. A macro view of which sectors bear the heaviest burden.
Gallium Up 18%, Vietnam Bans Raw Ore Exports: 4 Mineral Stocks to Watch
China tightens strategic mineral supply, Vietnam bans raw ore exports and pushes for deep processing. Which four mineral stocks stand to benefit from the global supply chain shift?
CPI Hits 5-Year High, Deposit Rates Surge to 9%: Inflation Erodes Portfolios From Both Sides
Vietnam's March 2026 CPI jumps 4.65% — the highest in 5 years. Deposit rates surge to 8-10%. Capital flows are shifting and investment portfolios face unprecedented dual pressure.
Q1 GDP Hits 7.83%, Yet VN-Index Stuck at 1,684
Vietnam's economy posts a 15-year record with Q1 GDP growth of 7.83%, but rising interest rates, fuel-driven inflation, and record foreign net selling are holding the stock market back.
NFP Beats by 3x, FTSE Russell April 7: A Pivotal Week for VN-Index
The US economy added 178,000 jobs in March — triple the forecast — while FTSE Russell prepares to announce Vietnam's upgrade review results. Two converging catalysts could reshape capital flows next week.
Container Freight Doubles on Hormuz, Export Stocks Pay the Price
The Hormuz Strait blockade has pushed Vietnam-Europe container rates to $8,200, double pre-crisis levels. TNG lost 14.4% in one week, and even shipping stocks couldn't escape the pressure.
1 Year After US Tariffs: Exports Recover, Stocks Diverge Sharply
One year after the historic 46% tariff shock, Vietnam's exports have largely recovered. But the stock market tells a different story: ANV surged nearly 48%, while TCM lost over 31%.