Rice Prices Up 18%, But Rice Stocks Stay Silent
World rice prices have surged in May and Vietnam now leads regional export pricing. But TAR and LTG are still falling. Here is why the reflex of 'buy commodity stocks when prices rise' does not apply to rice.
Samsung Thai Nguyen: The Top-Earning Samsung Electronics Subsidiary
A single factory in Thai Nguyen province posted VND 18,520 billion in net profit for Q1/2026, outperforming every Samsung Electronics subsidiary worldwide. Here is the three-layer mechanism behind the number and what it means for Vietnam's export story.
Hormuz in the Grey Zone: Three Scenarios for May 25-29
Two official statements from Washington and Tehran flatly contradicted each other about the Strait of Hormuz on the same evening. Vietnam's oil and gas stocks lost 7-12% last week and now face three divergent scenarios.
Hanoi's 3-Year Housing Lock Proposal: Legal Gap and Three Scenarios
Hanoi has proposed restricting commercial home transfers for 3 years in new multi-purpose urban zones. The 2023 Housing Law does not grant local governments this authority, and the legal path to making it stick is long.
HPG, TCX, TAL Going Ex-Dividend This Week: the Price Drop is Mechanical
This week (May 25-29), trading screens will show HPG down ~VND 2,400 and TCX down ~17% on Monday morning. This is not a loss but a standard HOSE reference price adjustment on dividend ex-dates.
Wall Street Sets Record, U.S. Consumer Confidence Hits 74-Year Low
The Dow Jones reached an all-time high of 50,579 points while the University of Michigan's consumer sentiment index sank to its worst reading since 1952. Same week, same economy, one explanation: K-shaped divergence at its most extreme in history.
April CPI at 5.46%: 6-Month Big 4 Savings Now Carry Negative Real Rates
Vietnam's April 2026 CPI hit 5.46%, outpacing the Big 4 banks' 6-month savings rate by nearly 2 percentage points. A simple calculation with real consequences for anyone holding short-term deposits.
SJC Gold at VND 162M: Four Savings Channels Side by Side
SJC gold costs VND 18.2 million more per tael than the global benchmark, a structural gap that has persisted for over a decade. Here is a five-year data comparison of four popular savings channels.
VN-Index: From 1,927 to 1,877 in a Week of Narrow Peaks
VN-Index hit an all-time closing high of 1,927.94 on Monday before losing 50.81 points over the next four sessions. What mattered was not the magnitude of the drop, but the structural weakness of the peak itself.
Warsh Sworn in at the White House: Three Paths for the Fed
Kevin Warsh was sworn in as Fed Chair at the White House, the first time since 1987. With US CPI at 3.8% and hawkish signals from the April FOMC minutes, three rate scenarios are now in play with distinct implications for the VN-Index and the USD/VND exchange rate.
Vietnam's Pension Fund Puzzle: The VND 1M/Month Tax Cap
Decree 85 just widened the investment portfolio for Vietnam's supplementary pension funds, but the real reason only 28,600 people have joined after years of piloting is a different bottleneck: a tax deduction ceiling so low it barely compensates for locking up your money until retirement.
Dien May Xanh IPO Raises VND 14,360B: All Proceeds Go to Debt
Dien May Xanh received IPO approval for 179.5 million shares, targeting VND 14,360 billion in proceeds. Every dong goes toward repaying MWG's short-term debt, not store expansion. Here is what investors need to understand before they act.