When the Fed, JPMorgan, and IMF All Sound the Alarm: Stagflation Looms
Within 24 hours, three of Wall Street's most powerful voices issued recession warnings simultaneously. Brent crude topped $111, and the Hormuz deadline is about to expire. What should Vietnamese investors prepare for?
Dong Nai Goes Central: NVL, SNZ and 6,200 ha
Resolution 95/NQ-CP paves the way for Dong Nai to become Vietnam's 7th centrally governed city. Three tiers of stocks stand to benefit, from residential real estate and industrial zones to transport infrastructure.
Hormuz Deadline Expires Tonight, Brent Hits $110
Iran rejects ceasefire, Trump threatens to obliterate infrastructure. Brent at $110, Vietnam diesel up 93%. Three scenarios and strategies before the April 7 morning session.
Bank Dividends at 31%, Actual Cash Yield Under 2%
Vietnam's 2026 bank AGM season is filled with impressive dividend numbers, but most of it is stock bonuses. How much cash do investors actually receive?
Bao Tin Minh Chau Collapse Exposes Vietnam's Gold Industry Risk
The criminal case at Bao Tin Minh Chau reveals systemic oversight gaps in Vietnam's unlisted gold sector. Investors must reassess how they hold physical gold.
Banks Race to Raise Capital in AGM Season 2026
LPB surged 6.96% against a falling market on its 30% stock dividend plan. A look at the numbers to separate banks raising capital from strength versus those doing it out of obligation.
GEX Surges 5% as Market Corrects: 2026 Plan Actually Up 19%
The market 'corrects itself' after realizing GELEX's 2026 profit plan is actually 19% higher than the 2025 plan, with a record 53% distribution package and GELEX Electric booming.
FLC Announces VND 170,000B in Projects in 10 Days: 5 Risks to Know
In just 10 days in late March 2026, FLC signed billion-dollar MOUs, recruited 800 agents, and broke ground on a VND 20,000B project. What's real and what's a red flag?
Iran, Interest Rates, FTSE Russell: Three Variables Before Apr 6
Trump extends Iran deadline to Apr 8, SBV tightens interest rates via Dispatch 2342, FTSE Russell meets tomorrow. Three events shaping market sentiment for Monday's session.
FTSE Announces April 7: Five Months Before Capital Actually Flows In
April 7 marks the interim review, not deployment day. Foreign investors' VND 32 trillion net selling in Q1 is unrelated to FTSE. A detailed roadmap analysis from April to September 2026.
Vincom Retail Posts Record 6,446B VND Profit, but 2026 Target Is Lower
VRE reported record 2025 profit driven by the Vincom NCT asset sale, yet core earnings grew moderately. The 2026 plan reveals a strategic pivot toward sustainable rental income.
FTSE Russell April 7 Review: Which 28 Stocks Will Capture Billions in Capital
FTSE Russell confirms 28 Vietnamese stocks for emerging market index inclusion. Analysis of passive capital flows, disbursement timeline, and the 5-month accumulation window for retail investors.
VHM Hits Ceiling Price Twice, Record $1B Dividend: Four Risks to Consider
Vinhomes surged after its 2026 AGM with a 50,000 billion VND profit target and a record ~$1 billion cash dividend, but foreign investors net-sold nearly 1,000 billion VND in just 3 sessions.
April 6 Deadline, Hormuz Stalemate: Three Scenarios for VN-Index Next Week
US-Iran talks collapse, the Strait of Hormuz remains blockaded, Brent hits $109. How will capital flows shift during the April 7-11 trading week?
Hormuz Crisis, Diesel Up 155% in Three Months: Vietnam's Economic Vulnerability Map
The Hormuz Strait blockade triggered an energy domino chain: Brent crude exceeds $109, domestic diesel surges 155% in three months, CPI hits a 5-year high. A macro view of which sectors bear the heaviest burden.