VCI jumps 4.23% on FTSE day as Chairman's wife quietly files to sell $18M
Risk Watch

VCI jumps 4.23% on FTSE day as Chairman's wife quietly files to sell $18M

On the very day FTSE Russell confirmed Vietnam's upgrade and the VN-Index surged nearly 60 points, the wife of Vietcap's Chairman registered to sell her entire 16.9 million VCI shares. A data point retail investors cannot afford to ignore.

Duc Tri·
FTSE confirms Vietnam upgrade, deadline 21 Sep 2026
Macro Insights

FTSE confirms Vietnam upgrade, deadline 21 Sep 2026

FTSE Russell has officially confirmed Vietnam's upgrade to Secondary Emerging Market. With 166 days to the effective date, the 5–6 billion USD inflow will arrive in waves, not in a single session.

Thanh Ha·
Brent Drops 16%: Five Things Vietnamese Investors Need to Know
Macro Insights

Brent Drops 16%: Five Things Vietnamese Investors Need to Know

The US-Iran ceasefire sent Brent crude from $110 to $93 overnight. From airlines to inflation, here are five direct impacts on Vietnam's market that investors must understand before today's session.

Thanh Ha·
Fed Official Mentions Rate Hike, Domino Effect Hits Vietnam
Macro Insights

Fed Official Mentions Rate Hike, Domino Effect Hits Vietnam

Cleveland Fed President raises the possibility of a rate hike for the first time in two years. Oil up 56%, US CPI jumps to 3.16%, putting direct pressure on exchange rates and the VN-Index.

Thanh Ha·
Urea Up 81%, a Hidden Shock Spreading to Vietnam's Dinner Tables
Macro Insights

Urea Up 81%, a Hidden Shock Spreading to Vietnam's Dinner Tables

The Iran conflict has pushed global urea prices past $700/ton, but the real impact extends far beyond commodity markets. A domino chain is spreading from fertilizers to livestock feed to food prices affecting tens of millions of Vietnamese households.

Thanh Ha·
Rates Up 1%: Listed Firms Face Extra VND 34 Trillion Bill
Corporate Analysis

Rates Up 1%: Listed Firms Face Extra VND 34 Trillion Bill

With VND 3.39 quadrillion in outstanding debt across HOSE-HNX, each percentage point of rate hike means VND 34 trillion in extra interest. Who pays, who wins?

Minh Quan·
Foreign Investors Dumped 30,000B VND in Q1 While Retail Opened Record 600K Accounts
Market Beat

Foreign Investors Dumped 30,000B VND in Q1 While Retail Opened Record 600K Accounts

Q1/2026 witnessed a historic divergence: foreign investors net sold over 30,000 billion VND while domestic retail investors rushed to open 600,000 new accounts. History shows who's usually right after 12 months.

Thanh Ha·
When the Fed, JPMorgan, and IMF All Sound the Alarm: Stagflation Looms
Macro Insights

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?

Thanh Ha·
Dong Nai Goes Central: NVL, SNZ and 6,200 ha
Market Beat

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.

Phuong Nam·
Hormuz Deadline Expires Tonight, Brent Hits $110
Macro Insights

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.

Thanh Ha·
Bank Dividends at 31%, Actual Cash Yield Under 2%
Investor Guide

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?

Mai Linh·
Bao Tin Minh Chau Collapse Exposes Vietnam's Gold Industry Risk
Risk Watch

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.

Duc Tri·