US Jobs Cooled, but the Fed Is Not in a Hurry
June payrolls delivered two signals at once: hiring slowed sharply, but unemployment still did not break higher. For new investors, the useful question is not whether the report was good or bad, but which Fed path the market is actually confirming.
VND 90 billion misused, bondholders must reread the contract
PC1 was forced to open an early repurchase window for its VND 900 billion bond lot not because VND 90 billion was huge in size. The real problem is that part of the proceeds moved away from the disclosed use of funds, and that changes what bondholders actually bought.
EFTA Opens a Door, but Export Winners Will Diverge
Vietnam has wrapped up FTA negotiations with EFTA, but that is not a blanket rerating signal for every export stock. The real test is what a company sells, who it sells to, and whether it can actually qualify for the benefits.
Decree 260 Takes Effect, Tech Stocks Still Diverge
Decree 260 lowers costs for research, testing, and commercialization. For stocks, though, those incentives matter only when a company already has real projects, real demand, and a path to protect margins.
MBB cash dividend: real cash, not free profit
MBB will finalize its shareholder list for a 10% cash dividend on July 10. What new investors need to understand is not just how much cash lands in the account, but why the stock price adjusts and what the payout says about the bank's capital allocation.
Coffee Holds Its Uptrend as the Market Looks to the Next Crop
A mild pullback at the end of the week does not erase coffee's month-long rally. What the market is pricing now is delayed delivery of export-grade beans, not just one rain event in Brazil.
Rising markets do not make stock picking easier
A rising market can make opportunity feel broader than it really is. But a 100-year dataset suggests long-run wealth creation is concentrated in a very small set of stocks, while most individual names add little meaningful value.
Why SJC gold trades above world prices
The VND 18.29 million gap per tael on July 4 did not come from a single cause. For retail buyers in Vietnam, the local gold price is built from four stacked layers: world gold, the USD/VND exchange rate, the domestic SJC premium, and the buy-sell spread.
Deposits are back, but rates may stay high
Nearly VND 830 trillion is estimated to have flowed back into Vietnam's banking system in the first half of 2026. But as credit still grows faster than deposits, the battle for funding is not over.
A softer dollar does not free the dong
A weaker DXY after the U.S. jobs report is not enough to pull Vietnam's exchange rate down quickly. As long as import demand keeps real USD demand elevated, USD/VND can stay sticky.
FDI Up 61%, Industrial Parks Enter a Readiness Race
Foreign capital is accelerating, but that is not a blanket buy signal for every industrial park developer. In this cycle, cleared land, infrastructure and handover speed matter more than headline land bank size.
Why Investment Funds Matter Beyond Stock Picking
Investment funds are not just for people who do not want to pick stocks. If Vietnam can deepen this channel, funds could help take part of the long-term funding burden off a banking system that still carries too much of it.