US 30Y Treasury at 5.127%: Same Number, Two Opposite Readings
The 30-year US Treasury yield hit 5.127%, its highest since 2007. For bondholders who bought at 3%, that's a paper loss. For new buyers, it's the richest coupon in 19 years.
REE's Power Transfer: A Singaporean Now Chairs the Board
Founder Nguyen Thi Mai Thanh is stepping down as REE's Board Chairman because of a single clause in Vietnam's Enterprise Law. A three-tier structure taking effect 10 July 2026 puts a Singaporean shareholder at the top for the first time.
AI 2026 Mirrors Dot-com 2000 in the One Way That Counts
Lower valuations, real profits, but AI market concentration in 2026 has already surpassed the dot-com bubble peak of 2000. Here is what investors need to understand before joining the ride.
VN-Index Hits All-Time High, Dow Jones Drops 537 Points Same Week
During the week of May 11–15, VN-Index set an all-time high of 1,925.46 while the Dow Jones shed 537 points on persistent US inflation at 3.8%. An analysis of the divergence: domestic resilience and its limits.
Vietnam Jasmine Rice at a 10-Year High: Three Drivers and the PAN Earnings Trap
Vietnam's Jasmine rice just hit its most expensive level in a decade, driven by three converging forces. But PAN Group's 40x profit headline is not the rice story you think it is.
Gold Down 14% Amid Iran War Escalation: The Real Mechanism
From $5,275 on Feb 27 to $4,548 on May 15, gold has shed 14% precisely during a period of unrelenting Iran war escalation. The paradox has an explanation. The answer is not on the geopolitics newswire.
HVN: Q1 Record Profit, 50% Pay Cut, Three Brent Scenarios
Vietnam Airlines posted a record Q1 profit, then slashed leadership pay by up to 50%. One variable explains both: Brent crude. Three scenarios will decide HVN's second half of 2026.
Circular 08 Takes Effect: Big 4 Unlock LDR Room, Stocks Still Fall
Vietnam's Circular 08 took effect May 15, widening the LDR denominator for the Big 4 state banks. Yet BID, CTG, and VCB all closed lower on the same day. Why did the market not celebrate?
VND 381,000bn Infrastructure Push Splits HCMC Property Stocks
On the same morning of May 15, VHM fell 1.53% while CEO gained 3.47%. The divergence is no coincidence: HCMC's VND 381,000 billion infrastructure pipeline is separating companies with land in the right corridor from those riding the news.
Same Peak, Different Engine: KOSPI 8,000 and VN-Index 1,925
VN-Index and KOSPI both hit all-time highs in the same week, but through completely different mechanisms. Understanding the difference matters far more than counting how many markets are in the green.
Cerebras IPO +68%: The AI Chip Market's Three-Act Transformation
On the night of May 14, Cerebras Systems debuted on Nasdaq with a 68.3% first-day gain, valuing the company at roughly $95 billion. The bigger picture: the AI chip market has completed a three-phase journey from near-Nvidia monopoly to genuine multi-competitor structure.
Honda's First Loss Since 1957: Betting on the Wrong EV Timeline
Honda just reported a USD 2.7 billion net loss for fiscal year 2026, its first annual loss in 69 years. The cause was not a market downturn but a capital commitment built on adoption forecasts that reality never matched.