Berkshire in the Abel Era: What Buffett Left Behind After 60 Years
On May 2, 2026, Greg Abel chairs Berkshire's annual meeting as CEO for the first time. The four principles Buffett built over 60-plus years did not disappear with him, and individual investors can apply them right now.
BIDV's VND 3.7T Bond: 7.7% Yield, Subordinated, No Deposit Insurance
BIDV just opened registration for its second tranche of public bonds — VND 3,698 billion at roughly 7.7% p.a. to start, a 1.8pp spread over its own savings rate. But that premium comes at a price: three protections that savings depositors take for granted.
VNDAF Returns 15.85%: Portfolio Concentration as Edge and Risk
In the first four months of 2026, VNDAF returned 15.85%, more than four times the VN-Index. The mechanism behind it isn't exceptional stock-picking — it's portfolio concentration, and the trade-offs that come with it.
Sabeco's 50% dividend: four criteria for a cash-dividend portfolio
12-month Big4 deposits minus CPI leave only 1.25 points of real yield for Vietnamese savers. With Sabeco just confirming a 50% face-value cash dividend for 2025, the dividend portfolio is back on the table — but only if you screen with a framework first.
5.9% deposit rate vs 4.65% CPI: real yield down to 1.25 pp
Household deposits hit a record VND 7.83 quadrillion just as the real-rate spread at Vietnam's Big4 banks compressed to a mere 1.25 percentage points. Six years of Vietnamese saving have closed one full cycle — and today's product menu is far wider than 2020's.
Three CEOs refuse to recommend, Doan Nguyen Duc calls for buyers
Over the AGM week of April 17–22, four industry-leading CEOs gave two opposite answers about their own stock. How should retail investors read the governance signal?
Household Business Tax Exemption to VND 1B: Three Things to Prepare
The Ministry of Finance proposes lifting the household business tax exemption threshold from VND 500 million to up to VND 1 billion, which could move roughly 90% of Vietnam's 5 million household businesses into the tax-free bracket. Three things to review: who qualifies, e-invoicing obligations, and where to place the freed capital.
13 bank AGMs in one week: 3 ways to join Q1 earnings
The April 20-24 week packs 13 bank AGMs on top of peak Q1/2026 earnings releases. For individual investors who can't read 30 reports, what is a reasonable way to still participate?
Q1/2026: Gold +14%, VN-Index -6%, funds dispersed 13pp
A cold look back at a quarter where SJC gold led, VN-Index sat near the bottom, and two active equity funds stood 13.26 percentage points apart despite investing in the same market.
2 Stocks Drove All 25 Points of VN-Index, 199 Stocks Fell
VN-Index crossed 1,800 points thanks to VIC and VHM, but nearly two-thirds of HOSE stocks declined. Three data layers explain the green-index, red-portfolio paradox.
SBV Receives 11 Gold Bar Production Applications: SJC Premium Set to Narrow
11 entities have applied to produce gold bars, marking the most significant transition in Vietnam's gold market since 2012. The SJC premium of over 21 million VND versus world prices has structural grounds to narrow.
Buffett Sold 75% of Apple: 3 Portfolio Allocation Lessons
Warren Buffett admits he sold Apple too soon but still won't buy back. Behind this decision are 3 portfolio management principles Vietnamese investors can apply today.
$1.5B from FTSE: Three Ways to Ride the Wave by Capital Size
FTSE Russell upgrades Vietnam from September 2026 with an estimated $1.5B in passive capital. Three investment approaches matched to every capital level, from $4 to over $20,000.
CPI at 4.65%: VND 500M in Big4 Savings, Real Yield Buys 1/3 Gold Tael
Vietnam's March 2026 CPI hit a 5-year high. Big4 bank savings now yield just 1.25% after inflation. Here's how different investment channels compare in preserving your purchasing power.
Gold Down 22% During a War: 3 Mechanisms Every Investor Should Understand
World gold prices dropped 22% from their peak in the midst of the Hormuz conflict. Three mechanisms behind this paradox help Vietnamese investors better understand gold's true role in a portfolio.