Controlled Short Selling: The Infrastructure Vietnam Needs Before FTSE Day
FTSE Russell has confirmed Vietnam's upgrade to Secondary Emerging Market status effective September 21, 2026, with an estimated USD 6 billion in passive inflows expected. But for that capital to flow smoothly, one critical piece of market plumbing is still being built: a controlled short-selling mechanism through VSD.
HPG Before the Bell: The USD 27B Red River Project and Its Capital Puzzle
Hoa Phat is the only listed company in the consortium proposing the Red River Landscape Boulevard, a BT project worth VND 736,963 billion. Here are three things HPG investors need to understand before markets open on May 11.
Fed Is Changing Its Chair, But Markets Still Bet on No Rate Cut
Warsh is set to take over as Fed Chair this week. Derivatives markets are pricing a 95.9% probability of no rate change at the June meeting, and three structural reasons explain why 'new chair equals lower rates' is an assumption without institutional grounding.
Gold Bars After 14 Years of Monopoly: Vietnam's Market Is Opening Up
Decree 24/2012 shut down the free gold market. Fourteen years later, banks are racing to apply for gold bar production licenses, and the Prime Minister has instructed the SBV to urgently report on a proposed National Gold Exchange.
Vietnam's 36% Debt Ratio Can't Block USD-Driven Capital Costs
Vietnam's public debt stands at just 36% of GDP, well below the National Assembly's 60% ceiling. But elevated US Treasury yields transmit through three dollar-denominated channels that push up the cost of capital in every Vietnamese investor's portfolio.
Big4 Hit the 85% LDR Cap: Three Rate Scenarios Ahead
Over VND 490,000 billion in Treasury deposits were excluded from the LDR denominator at the start of 2026, pushing all four state-owned banks to the 85% ceiling simultaneously. The week of May 11-15 will determine which of three policy branches the SBV follows, and each leads to a different savings rate trajectory.
VN-Index at Record 1,915: Why Liquidity Dropped 20%
VN-Index hit an all-time high of 1,915.37 points and trading accounts surpassed 12.9 million, yet HOSE daily turnover fell 20.69% in April. Three structural mechanisms explain this paradox.
Gundlach: 40% Defensive Exposure at S&P 500 Peak
As U.S. equities completed six straight weeks of gains, Jeffrey Gundlach of DoubleLine Capital is holding 40% of his portfolio in defensive assets. The three arguments behind that call, and what it means for Vietnamese investors.
Pyn Elite Raised HPG to 13.7%, Then Flew to Dung Quat to Verify
Finnish fund Pyn Elite Fund added roughly 46 million HPG shares in April, lifting its allocation to the second-largest position in the portfolio. Then the delegation flew straight to the steel plant to ask the questions a financial report cannot answer.
Three Structural Pressures Behind Vietnam's Brokers' VND 100T Capital Race
Vietnam's securities firms are collectively raising VND 100,000 billion in 2026, the largest capital push in the industry's history. Three structural constraints converged to make it necessary.
Ninh Thuan Nuclear: The Three Structural Shifts That Changed Everything
After a decade on hold, Vietnam's nuclear restart at Ninh Thuan is backed by three structural changes: a real power deficit, net-zero constraints, and lower long-term capital costs. Power sector stocks have diverged sharply; investors must distinguish between priced-in expectations and genuine upcoming catalysts.
KOSPI +13.6%, Shanghai +1.8%: The Index Composition Lesson
In the same week, three Asian indices diverged by nearly eightfold. Not because of sentiment or hot capital flows, but because the composition inside each benchmark is completely different.
FLC Returns: Big Groundbreaking, Open Legal Questions
Four years after his arrest, Trinh Van Quyet broke ground on a 517-hectare resort in the Central Highlands while still serving a 7-year sentence. The legal questions surrounding FLC's comeback have no clean answers yet.
HPG and DHG Ex-Dividend on 11/5: Buying Early Doesn't Mean Extra Profit
On May 11, HPG pays a 5% cash dividend plus 10% bonus shares, while DHG pays 50% cash. Many new investors think buying before the record date earns them extra. This is why the price mechanism works quite differently.
VN-Index 1,915 pts, Foreign Sellers for 12 Sessions: A Healthy Divergence
VN-Index closed at an all-time high of 1,915.37 points while declining stocks outnumbered advances in three of four sessions and foreigners sold for 12 consecutive sessions. This is a healthy, catalyst-driven divergence, not a distribution top.