Q1/2026 Earnings: Power and Fertilizer Surge, Industrial Parks Under Pressure
SSI Research estimates 35 out of 40 companies will post positive profit growth in Q1/2026, but divergence ranges from +465% to -68%. Sector selection matters more than market direction.
LVMH Revenue Down 6% in Q1: A Global Consumer Barometer
The world's largest luxury group reported a 6% Q1/2026 revenue decline with shares down 28% YTD. What does the global consumer picture signal for Vietnam's retail sector?
Buffett Sold 75% of Apple: 3 Portfolio Allocation Lessons
Warren Buffett admits he sold Apple too soon but still won't buy back. Behind this decision are 3 portfolio management principles Vietnamese investors can apply today.
Goldman Sachs: Record Q1, Stock Still Drops 4%
Goldman Sachs reported EPS of $17.55, beating estimates by 6.4%, yet the stock fell 4%. A look at the numbers reveals why Wall Street's best quarter still triggered a selloff.
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?
TCM Surges Near Ceiling: Integrated Supply Chain Advantage Amid Tariff War
TCM jumped 6.84% in a sharply divided textile session. Its vertically integrated yarn-weave-garment chain and diversified export mix set it apart, but the 150-day Section 122 clock is ticking.
Power consumption breaks records from March, three risks await power stocks
Electricity consumption exceeded 1 billion kWh/day two months earlier than 2025. Three overlapping risk layers are diverging power stocks during the 2026 dry season.
Hormuz Blockaded from Both Sides: 5 Things to Know Before Monday's Session
US-Iran talks collapsed, the US declared a naval blockade of the Strait of Hormuz from Sunday evening. Brent heading above $100, Monday April 14 will be a major test for Vietnam's VN-Index.
SJC Gold Premium of 21 Million VND: 13 Years in the Making
For the same amount of gold, buying SJC bars in Vietnam costs over 20 million VND more than world prices. This gap is not accidental — it's the product of 13 years under a monopoly system.
$1.5B from FTSE: Three Ways to Ride the Wave by Capital Size
FTSE Russell upgrades Vietnam from September 2026 with an estimated $1.5B in passive capital. Three investment approaches matched to every capital level, from $4 to over $20,000.
Vietnam Exempts 3 Fuel Taxes: The VND 7,300B/Month Trade-Off
The National Assembly approved simultaneous exemptions for environmental, excise, and VAT taxes on fuel from April 16. This unprecedented fiscal measure sacrifices over VND 7,000 billion/month to control inflation.
$40B in Q1 Trading Revenue: Wall Street Profits from Volatility
While the 5 largest Wall Street banks are expected to post record-high trading revenue, physical commodity traders suffered billions in losses from the very same volatility.
CPI at 4.65%: VND 500M in Big4 Savings, Real Yield Buys 1/3 Gold Tael
Vietnam's March 2026 CPI hit a 5-year high. Big4 bank savings now yield just 1.25% after inflation. Here's how different investment channels compare in preserving your purchasing power.
2026 AGM Season: Banks Accelerate, Oil & Gas Pull Back
Vietnam's 2026 AGM season reveals a deeply bifurcated market: banks target profit growth up to 41%, while oil & gas and manufacturing cut targets by up to 22%. What do the numbers really tell us?
Gold Down 22% During a War: 3 Mechanisms Every Investor Should Understand
World gold prices dropped 22% from their peak in the midst of the Hormuz conflict. Three mechanisms behind this paradox help Vietnamese investors better understand gold's true role in a portfolio.