Thu Thiem unlocks on capital, not land alone
Phat Dat’s VND 900 billion deposit does not mean Thu Thiem Eco Smart City is back on track. What the market is really repricing is whether capital, legal process and counterparties are finally lining up.
July 1, 2026, Vietnam's gold market splits in two
What changes on July 1 is not a full release of state control over gold. The more meaningful shift is that jewelry moves closer to normal goods regulation, while bullion remains inside a monetary-control framework.
An Upgrade Alone Won’t Unlock ETF Money
A market-status upgrade is a necessary step, not a guarantee of instant foreign inflows. For ETF capital, the real test is whether Vietnam offers enough tradable supply, enough liquidity, and enough operational reliability to absorb large orders.
Gold Falls as Bombs Still Drop: How Markets Price Expectations
SJC gold shed over VND 1.3 million per tael in under two days, even as U.S. forces were striking Iran. This is the most important lesson new investors get wrong about gold pricing.
VN30 ETF Trails VN-Index: A Question of Index Structure
VN30 ETF has returned only about 0.5% year-to-date while VN-Index gained roughly 5.6%. VNDiamond ETF is down about 5.4%. The real reason is index design, not fund quality.
Negative Real Rates, Yet VND 10,380 Trillion Stays Put
By end-January 2026, household deposits hit a record VND 10,380 trillion even as real returns turned negative by nearly 2%. Three behavioural layers explain why this enormous pool of money refuses to move.
Oil Down 12%: Nikkei Hits Record, Vietnam Oil Stocks Sell Off
The same 12% drop in Brent crude triggered three entirely different reactions across Asian markets. What matters isn't which way oil moved, but what role oil plays in each economy and each company.
May Bond Market: 97% of Public Offerings Are From Banks
While most retail investors still avoid 'corporate bonds' because of 2022 memories, the public offering channel in May has completely changed: 97% of issuance value comes from banks, not real estate.
Vinhomes Gold-for-Home Program: The 110% Is a Price Floor, Not a Return
Vinhomes promises to return 110% of your gold's value after 5 years, but spread evenly that's only about 2% per year. Here's what you're actually paying for.
IMP: Tender Window Closed, Market Price Still 18% Below
Lian paid VND 57,400 per share to take control of Imexpharm, yet IMP trades at just VND 46,650. This isn't a mispricing. A minority share and a controlling stake are fundamentally different things.
Rice Prices Up 18%, But Rice Stocks Stay Silent
World rice prices have surged in May and Vietnam now leads regional export pricing. But TAR and LTG are still falling. Here is why the reflex of 'buy commodity stocks when prices rise' does not apply to rice.
HPG, TCX, TAL Going Ex-Dividend This Week: the Price Drop is Mechanical
This week (May 25-29), trading screens will show HPG down ~VND 2,400 and TCX down ~17% on Monday morning. This is not a loss but a standard HOSE reference price adjustment on dividend ex-dates.
April CPI at 5.46%: 6-Month Big 4 Savings Now Carry Negative Real Rates
Vietnam's April 2026 CPI hit 5.46%, outpacing the Big 4 banks' 6-month savings rate by nearly 2 percentage points. A simple calculation with real consequences for anyone holding short-term deposits.
SJC Gold at VND 162M: Four Savings Channels Side by Side
SJC gold costs VND 18.2 million more per tael than the global benchmark, a structural gap that has persisted for over a decade. Here is a five-year data comparison of four popular savings channels.
Vietnam's Pension Fund Puzzle: The VND 1M/Month Tax Cap
Decree 85 just widened the investment portfolio for Vietnam's supplementary pension funds, but the real reason only 28,600 people have joined after years of piloting is a different bottleneck: a tax deduction ceiling so low it barely compensates for locking up your money until retirement.