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.
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?
Vietnam's $330B Public Investment: Three Groups, Three Roles
The 2026-2030 public investment plan is 2.7x the previous cycle. But three months of data show only GMD, CTD, and HPG are truly rallying — the rest is just news-driven noise.
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.
Foreign Investors Dumped 30,000B VND in Q1 While Retail Opened Record 600K Accounts
Q1/2026 witnessed a historic divergence: foreign investors net sold over 30,000 billion VND while domestic retail investors rushed to open 600,000 new accounts. History shows who's usually right after 12 months.
Dong Nai Goes Central: NVL, SNZ and 6,200 ha
Resolution 95/NQ-CP paves the way for Dong Nai to become Vietnam's 7th centrally governed city. Three tiers of stocks stand to benefit, from residential real estate and industrial zones to transport infrastructure.
SJC Gold Lost 27 Million VND Then Bounced Back — The Real Risks Investors Need to Know from Q1/2026
Q1/2026 saw SJC gold swing 14% in just weeks, Bao Tin Minh Chau investigated by police, and a costly lesson in asset allocation for retail investors.