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·
AI Writes Zero-Day Exploits, US Treasury Calls Emergency Meeting
Risk Watch

AI Writes Zero-Day Exploits, US Treasury Calls Emergency Meeting

Anthropic's Mythos AI model autonomously discovers and exploits thousands of security vulnerabilities, prompting the Treasury Secretary and Fed Chair to summon top Wall Street bank CEOs.

Duc Tri·
Real Estate Stocks Surged While VN-Index Dropped 20 Points
Market Beat

Real Estate Stocks Surged While VN-Index Dropped 20 Points

While VN-Index fell nearly 20 points, real estate stocks exploded with 5 hitting ceiling prices. Is capital rotating post-FTSE upgrade, or is this just a short-term wave?

Thanh Ha·
JGB Yields at 27-Year High: $15B Quietly Flows into Japan Bonds
Macro Insights

JGB Yields at 27-Year High: $15B Quietly Flows into Japan Bonds

While headlines focused on Hormuz tensions and the VN-Index hitting record highs, $15.3 billion in foreign capital quietly poured into Japanese government bonds — the largest weekly inflow in a year. Smart money is telling a different story.

Thanh Ha·