JGB Yields at 27-Year High: $15B Quietly Flows into Japan Bonds
While headlines focused on Hormuz tensions and the VN-Index hitting record highs, $15.3 billion in foreign capital quietly poured into Japanese government bonds — the largest weekly inflow in a year. Smart money is telling a different story.
Vietnam's $330B Public Investment: Three Groups, Three Roles
The 2026-2030 public investment plan is 2.7x the previous cycle. But three months of data show only GMD, CTD, and HPG are truly rallying — the rest is just news-driven noise.
Diesel Up 132%, Brent Only 44%: When the Stabilization Fund Runs Dry
Domestic diesel prices surged 3× faster than global crude. The story behind it isn't just Hormuz — it's the breaking point of Vietnam's entire fuel price management system.
New SBV Governor Summons 46 Banks, 10% Rates Fading
On his second day in office, new Governor Pham Duc An convened 46 banks demanding rate cuts. The big picture shows the deposit race has hit its limit.
DXY Breaks Below 99, FTSE Upgrade: A Dual Catalyst for Vietnam
The US dollar broke below the psychological 99 level just as FTSE Russell confirmed Vietnam's market upgrade. Two converging forces create a historic opportunity for foreign capital inflows.
ACB sets 22,274 bn profit, 20% dividend, shares still fall 1%
ACB's April 9 AGM delivered a heavyweight 2026 plan: 22,274 bn profit target, 20% dividend, capital raise to 58,044 bn, and a new non-life insurance arm. The stock still fell with the banking sector — a technical pause or a warning?
Coffee Down 32% From Peak, Vietnam Sells More but Earns Less
Arabica prices plunged from 422 cents to 289 cents in 5 months. Vietnam's coffee exports rose 12.6% by volume but revenue fell 6.4%, exposing the raw-export paradox.
FTSE Upgrade, VN-Index Surges 79 Points: While the Fed Holds Firm
VN-Index posted its largest single-day gain ever after FTSE confirmed Vietnam's market upgrade. But the March FOMC minutes reveal the Fed is in no rush to cut rates, creating a tug-of-war for foreign capital flows.
302 Billion-Revenue Companies Report Losses, Tax Bureau Steps In
Vietnam's Tax Bureau launches a special audit of 302 companies with trillion-dong revenues but persistent losses. From KFC to VNG to Xanh SM: real losses or transfer pricing? What investors need to know.
VN-Index Surges 79 Points as SBV Quietly Drains 114,600B
The FTSE upgrade rally masks a critical reality: Vietnam's central bank just executed its largest liquidity drain in over 2 years, pushing overnight rates into double digits.
4 Korean Chaebols Head to Vietnam: Which Stocks Catch the Wave?
Samsung, SK, Hyundai, and LG along with 200 Korean companies are preparing to visit Vietnam in April 2026. FDI capital is shifting dramatically, and the stock market has already reacted.
VN-Index Surges 79 Points: FTSE Inflows vs Ceasefire Bounce
The April 8 session exploded on two entirely different catalysts. Investors must distinguish structural FTSE upgrade beneficiaries from stocks merely reacting to the US-Iran ceasefire.