VN-Index Near 1,877: May Hinges on Hormuz and CPI
VN-Index closed April at 1,854 points, up nearly 11%, but liquidity fell 25% and foreign investors sold throughout the month. May offers three distinct price paths, and the deciding variable is the Strait of Hormuz.
Depositing VND 500 Million: Only the First 125 Million Is Insured
Vietnam's new Deposit Insurance Law takes effect today, May 1, 2026. Here's what the actual coverage limit means for your savings, and what happens to the rest if a bank fails.
S&P 500 April +9.6%: Apple Sets Records, U.S. GDP Misses
On the night of April 30, 2026, Apple reported its strongest March quarter ever while the BEA revealed that U.S. GDP fell short of forecasts and core PCE inflation hit its highest level since 2023. Two data streams, one night, two different stories about the economy.
Berkshire in the Abel Era: What Buffett Left Behind After 60 Years
On May 2, 2026, Greg Abel chairs Berkshire's annual meeting as CEO for the first time. The four principles Buffett built over 60-plus years did not disappear with him, and individual investors can apply them right now.
HAG12601: When the Debt Waiver Exceeds Quarterly Profit
DATC waived approximately VND 1,534 billion in interest for HAG, more than the company's entire Q1/2026 net profit. Before reading into the +250% figure, investors need to know what is real operating earnings.
VN-Index +10.7%, SJC Gold -3.5%: April 2026 Scorecard
April 2026 closed with a nearly 14-percentage-point gap between the best and worst-performing asset classes. Here is what drove the divergence.
Brent at 126 USD: Vietnam's Fuel, CPI, and the SBV's Policy Margin
Brent crude surged to 126 USD on April 30, the highest since early 2022. Vietnam's fuel-to-CPI transmission chain is at its most sensitive point: the price stabilization fund is nearly depleted and March CPI already hit a five-year high of 4.65%.
Q1/2026 Corporate Bonds: Real Estate Back at 61%
Total issuance grew 2.1x year-on-year, but real estate captured 61% of the mix, nearly identical to Q1/2022. Investor access barriers are higher; collateral quality and secondary liquidity are not.
Meta Revenue Up 33%, Stock Down 7%: The AI Valuation Lesson
On the night of April 29, all four Big Tech giants beat revenue estimates, yet the market reacted very differently. Three cloud names rallied; Meta dropped 7%. The reason has nothing to do with revenue.
FTSE Locks September 21: Q2 Reforms Will Decide Active Fund Flows
FTSE Russell has confirmed Vietnam's upgrade to Emerging Market status from September 21, 2026. How fast the Q2 reform agenda moves will determine how much active capital arrives before that date.
HPG Cash Dividend Returns: A Policy Signal, Not a Capex Exit
Hoa Phat's AGM approved a cash dividend worth VND 500 per share, the first cash payout in four years. The data tells a more nuanced story than the market's instinct to call it the end of the investment cycle.
Vinpearl Profit Jumps 15x, Tourism Leads on a Down Day
VN-Index fell 21.7 points in the last session before a 4-day holiday, but the tourism sector rose 1.05% on the back of Vinpearl's 15x Q1 profit surge. The market is allocating capital by individual business stories, not index direction.