Hormuz: Shipping Will Price the Shock
A closure announcement is only the starting signal. Vessel traffic, insurance and security conditions will determine whether the Hormuz risk reaches energy prices in a lasting way.
More rice sold does not always mean more revenue
Vietnam shipped more rice in the first half, yet export value fell. The gap comes down to average selling prices, the order mix and the costs exporters must absorb.
A 48% card rate is not a deposit rate
The same VND 1 million can earn a modest deposit return or incur a much larger credit-card cost. The gap reflects two very different transactions and, crucially, the conditions attached to each.
DMX Nears Trading: Value Beyond the Storefront
Dien May Xanh has completed its offering and is working through the steps before its shares can trade. For new investors, the task is to separate a familiar brand from the evidence required to value a standalone company.
Real Estate Is 44% of the Portfolio, but Liquidity Still Breaks
TVS data show real estate taking a bigger share of wealth as income rises in Vietnam. But when cash is needed within 30 days, that sense of safety does not necessarily turn into usable liquidity.
Vietnam cut fuel prices even as Brent rose
Vietnam's July 9 fuel-price cut did not contradict the late-week rise in Brent crude. The key is that domestic retail prices track an averaging formula for refined products, not a single international oil session.
Eight Weeks of FX Pressure, Watch Money Before Prices
Vietnam's central exchange rate has now risen for eight straight weeks, while the State Bank pulled more than VND 31 trillion out of the open market last week. For new investors, the real question is not whether a session ends green or red, but whether the cost of holding VND is truly easing or merely becoming less tense.
Foreign buying surged, but the tape stayed weak
The July 10 session exposed a common beginner mistake: strong foreign net buying does not automatically mean the market is healthy. What matters is not just whether money came in, but where it actually went.
Why the Circular 119 Draft Matters Beyond the Tape
Vietnam's Finance Ministry is consulting on a draft that sounds technical: registration, custody, clearing, and settlement. For retail investors, it is really a story about market plumbing, operational trust, and whether the market can scale cleanly.
July 10 showed bank stocks are no longer one trade
VN-Index fell on July 10, but the more important signal was inside the banking sector: the stocks no longer moved in lockstep. As safety rules evolve, investors are starting to separate names by capital and liquidity buffers.
BCG leaves HOSE, the risk shifts to liquidity
BCG's forced delisting from July 15, 2026 does not erase shareholder ownership overnight. The bigger issue is that the stock is moving into a phase where price discovery, liquidity and disclosure all become harder to trust.
A Strong ETF Can Still Lose Money
Fubon has been the best-performing foreign Vietnam ETF this year, yet it has also seen the deepest redemptions. That only looks contradictory if you treat ETF returns and ETF flows as the same signal.