A lower CPI is not enough to soften the Fed
June headline CPI may fall month on month, but that alone does not ease the path for US interest rates. Core inflation and the Fed's interpretation immediately after the release matter more.
Reading US bank earnings beyond the profit number
Five major US banks report second-quarter results on July 14. An earnings beat is only the starting point; spending, delinquencies and provisions offer a better read on the economy.
ACV's VND 5,862 billion profit faces a cash-flow test
ACV's first-half profit came from its operating airport network. Long Thanh's investment case still depends on cash flow, execution and commercial revenue converging.
HVN Trades All Day, but the Warning Remains
HVN will leave trading restrictions on 14 July. Shareholders gain more control over their orders, while Vietnam Airlines' accumulated losses remain a separate issue.
German Cars in China: Reputation Must Be Re-earned
Volkswagen, BMW and Mercedes-Benz all reported sharp delivery declines in China. For investors, the episode is a reminder that a brand matters only when it still protects customer demand, pricing and the pace of innovation.
You Can Call Gold Right and Still Lose on the Buyback Price
After a VND 1.5 million fall in quoted selling prices over one week, a buyer could still be down VND 4.5 million per tael. The missing piece is the dealer's buyback price, not merely the global gold forecast.
DIG forced sales: Do not mistake obligation for intent
More than 4.21 million DIG shares were force-sold across three sessions. The key is to understand compulsory supply, rather than infer an insider's intent.
Hormuz: Shipping Will Price the Shock
A closure announcement is only the starting signal. Vessel traffic, insurance and security conditions will determine whether the Hormuz risk reaches energy prices in a lasting way.
More rice sold does not always mean more revenue
Vietnam shipped more rice in the first half, yet export value fell. The gap comes down to average selling prices, the order mix and the costs exporters must absorb.
A 48% card rate is not a deposit rate
The same VND 1 million can earn a modest deposit return or incur a much larger credit-card cost. The gap reflects two very different transactions and, crucially, the conditions attached to each.
DMX Nears Trading: Value Beyond the Storefront
Dien May Xanh has completed its offering and is working through the steps before its shares can trade. For new investors, the task is to separate a familiar brand from the evidence required to value a standalone company.
Real Estate Is 44% of the Portfolio, but Liquidity Still Breaks
TVS data show real estate taking a bigger share of wealth as income rises in Vietnam. But when cash is needed within 30 days, that sense of safety does not necessarily turn into usable liquidity.