Rice Prices Up 10.7% in One Week: Three Scenarios for Rice Stocks
Global rice prices surged 10.7% over five sessions from April 28 to May 5, while Brent crude reversed course. Three converging forces, three diverging scenarios for LTG, PAN, and TAR.
PMI Drops to 50.5: Oil & Gas Leads, Real Estate Lags
On the same day Vietnam's manufacturing PMI slipped to 50.5, oil and gas stocks surged while real estate fell hardest. Here is the mechanism that explains the divergence.
VN-Index +10.7% in April: Why F0 Portfolios Are Still in the Red
VN-Index posted its strongest monthly gain of the year in April, yet most retail investor accounts are still showing losses. Three structural mechanisms explain the gap.
Rubber at a 9-Year Peak: What PHR and DPR Face This Week
Brent crude pulled back to $110 after Trump's Iran statement, but natural rubber held its highest level since 2017. PHR and DPR enter the week of May 4 with fundamentally different risk structures.
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.
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.
VN-Index drops 17 points: An allocation frame for the 30/4 break
Friday's 0.91% pullback came with the heaviest foreign net selling in 20 sessions. The decision for next week is not which stocks to own — it is what weight to carry through a 4-day market closure.
VN30 hits 2,009: three allocation questions for the week ahead
VN30 closed at 2,009 on 20 April, its first close above 2,000 in seven weeks. But liquidity dropped 9% and foreign investors kept selling, forcing retail investors to revisit allocation questions for the 21-25 April week.
Foreign investors dump VND 5.75T in VHM, VN30F1M; VN-Index +3.3%
During April 13-17, foreign investors net-sold nearly VND 5,751 billion concentrated in VHM and VN30F1M futures, yet VN-Index still closed at 1,817.17. The real story is a rotation, not a retreat.
Iran opens Hormuz, Brent -10.6%: 5 sector calls
On the night of Apr 17, Iran announced the full reopening of the Strait of Hormuz after a week-long blockade. Brent fell 10.6% to $88.88 — Vietnamese investors have 48 hours to rebalance before the Apr 20 session.
VN-Index holds 1,825: VIC alone balances three falling pillars
On the April 17 morning session, VN-Index still gained 5.89 points even as VHM, VPL and VRE reversed in sync. The question: who is propping up the index, and is the mid/small real-estate flow truly a rotation?
S&P 500 Hits Record High, VN-Index Crosses 1,800 on 2 Stocks
S&P 500 sets new all-time high at 7,022 points on strong US bank earnings. VN-Index crosses 1,800 but nearly all gains come from VIC and VHM, while 192 stocks decline.
3 Steel Stocks Hit Price Ceiling, Banks Barely Recover: Diverging Capital Flows
On April 14, TLH, HSG, and NKG all hit their price ceilings thanks to the 27.83% anti-circumvention HRC tariff, while banking stocks recovered only 0.1-1.7% after a red session.
Equity Funds See Record 14,400B VND Outflow, Cash Hits High
VN-Index recovered 10.5% from its bottom, but large equity funds continue raising cash positions to multi-quarter highs. What is the fund flow picture signaling?
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.