Lithium Up 141%, VinFast Still Imports 100% of Battery Materials
Lithium prices have surged from the 2025 bottom while Vietnam remains fully dependent on imports. VinFast targets 300,000 EVs in 2026, but the battery supply chain remains an unsolved equation.
Resolution 18-KL/TW Meets FTSE April 7: Four Stock Groups Set to Benefit
Resolution 18 simultaneously confirms four major policies, coinciding with FTSE Russell's review on April 7. Analysis of four stock groups directly benefiting from this rare policy convergence.
Gold Loses Nearly 10% in One Week, Worst Decline in 15 Years
As the US-Iran conflict escalates, gold plunges instead of rallying. The oil-inflation-Fed domino chain explains this paradox and offers strategic insights for Vietnamese investors.
Asia Sells Off, VN-Index Drops Just 0.48%: Three Forces Holding Vietnam's Market
While KOSPI plunged 4% and Nikkei fell 3%, Vietnam's benchmark barely moved. Three factors are protecting the market, but logistics stocks are flashing a warning that risks remain unpriced.
27.83% Anti-Circumvention Tariff on Chinese HRC: HPG Benefits, HSG and NKG Under Pressure
Vietnam's Ministry of Industry and Trade imposes a 27.83% anti-circumvention duty on wide-width HRC steel from China. The policy protects domestic producers like Hoa Phat but raises input cost concerns for Hoa Sen and Nam Kim.
PMI Slows, Selling Prices Hit 15-Year High: Which Sectors Take the Hardest Hit?
March PMI dropped to 51.2 while output prices hit a near 15-year record. Plastics, textiles, steel and chemicals: who bears the brunt of the Middle East cost shock?
April's 4-Year Losing Streak: This Time FTSE Russell Changes Everything
VN-Index declined in April for four straight years from 2022 to 2025. But in 2026, the FTSE Russell upgrade, falling oil prices, and a strong recovery are painting an entirely different picture.
Brent Crude Reverses on US-Iran Talks, Three Stock Groups to Benefit
Brent crude pulled back from $112 to $107 on US-Iran negotiation signals. Capital flows are shifting from oil refining to aviation and maritime transport on Vietnam's stock market.
Diesel Up 50% in March: How Are Transport Stocks Taking the Hit?
Diesel prices surged over 50% in a single month, pushing bus fares up to 36%. Capital is flowing out of transport stocks, but is this an opportunity or a value trap?
Long Thanh Airport Opens Late 2026 — Mapping the Stocks Set to Benefit from a $16 Billion Megaproject
Three expressways reaching completion alongside Long Thanh Airport create an unprecedented infrastructure ecosystem in Southeast Vietnam. Which stocks benefit first, and which are the long-term play?
Brent Crude Surpasses $112 — Why Are Renewable Energy Stocks Surging?
Oil prices spike to $115/barrel yet renewable energy and power construction stocks hit ceiling prices. The big picture shows money flowing clearly between two power sector groups.
One Year After Trump's 46% Tariff — Vietnam's Exports Didn't Collapse, They Hit a Record
One year after the 46% reciprocal tariff shock, Vietnam's exports to the US reached $153 billion — but policy risks still loom large.
Oil Surges Past $112, Wall Street Plunges — What Lies Ahead for VN-Index in the Week of March 30?
The Hormuz Strait crisis pushes Brent crude to a 4-year high while Wall Street enters correction territory. Meanwhile, VN-Index recovers 1.71% but foreign investors keep selling. What scenarios should investors prepare for?
FTSE Russell Verdict Approaching — Where Does Vietnam's Market Upgrade Stand?
On April 7, 2026, FTSE Russell will announce its interim assessment on upgrading Vietnam to emerging market status. Billions of dollars in foreign capital await the signal.
Capital Flows Are Shifting: VN-Index Rebounds After 3-Week Slide as DXY Drops Below 100
After three consecutive weeks losing 232 points, VN-Index bounced 1.52% led by domestic capital. The DXY broke below 100 for the first time since 2022 — is foreign capital about to reverse course?