Hormuz Crisis, Diesel Up 155% in Three Months: Vietnam's Economic Vulnerability Map
The Hormuz Strait blockade triggered an energy domino chain: Brent crude exceeds $109, domestic diesel surges 155% in three months, CPI hits a 5-year high. A macro view of which sectors bear the heaviest burden.
Gallium Up 18%, Vietnam Bans Raw Ore Exports: 4 Mineral Stocks to Watch
China tightens strategic mineral supply, Vietnam bans raw ore exports and pushes for deep processing. Which four mineral stocks stand to benefit from the global supply chain shift?
CPI Hits 5-Year High, Deposit Rates Surge to 9%: Inflation Erodes Portfolios From Both Sides
Vietnam's March 2026 CPI jumps 4.65% — the highest in 5 years. Deposit rates surge to 8-10%. Capital flows are shifting and investment portfolios face unprecedented dual pressure.
Q1 GDP Hits 7.83%, Yet VN-Index Stuck at 1,684
Vietnam's economy posts a 15-year record with Q1 GDP growth of 7.83%, but rising interest rates, fuel-driven inflation, and record foreign net selling are holding the stock market back.
NFP Beats by 3x, FTSE Russell April 7: A Pivotal Week for VN-Index
The US economy added 178,000 jobs in March — triple the forecast — while FTSE Russell prepares to announce Vietnam's upgrade review results. Two converging catalysts could reshape capital flows next week.
Container Freight Doubles on Hormuz, Export Stocks Pay the Price
The Hormuz Strait blockade has pushed Vietnam-Europe container rates to $8,200, double pre-crisis levels. TNG lost 14.4% in one week, and even shipping stocks couldn't escape the pressure.
1 Year After US Tariffs: Exports Recover, Stocks Diverge Sharply
One year after the historic 46% tariff shock, Vietnam's exports have largely recovered. But the stock market tells a different story: ANV surged nearly 48%, while TCM lost over 31%.
Lithium Up 141%, VinFast Still Imports 100% of Battery Materials
Lithium prices have surged from the 2025 bottom while Vietnam remains fully dependent on imports. VinFast targets 300,000 EVs in 2026, but the battery supply chain remains an unsolved equation.
Resolution 18-KL/TW Meets FTSE April 7: Four Stock Groups Set to Benefit
Resolution 18 simultaneously confirms four major policies, coinciding with FTSE Russell's review on April 7. Analysis of four stock groups directly benefiting from this rare policy convergence.
Gold Loses Nearly 10% in One Week, Worst Decline in 15 Years
As the US-Iran conflict escalates, gold plunges instead of rallying. The oil-inflation-Fed domino chain explains this paradox and offers strategic insights for Vietnamese investors.
Asia Sells Off, VN-Index Drops Just 0.48%: Three Forces Holding Vietnam's Market
While KOSPI plunged 4% and Nikkei fell 3%, Vietnam's benchmark barely moved. Three factors are protecting the market, but logistics stocks are flashing a warning that risks remain unpriced.
27.83% Anti-Circumvention Tariff on Chinese HRC: HPG Benefits, HSG and NKG Under Pressure
Vietnam's Ministry of Industry and Trade imposes a 27.83% anti-circumvention duty on wide-width HRC steel from China. The policy protects domestic producers like Hoa Phat but raises input cost concerns for Hoa Sen and Nam Kim.
PMI Slows, Selling Prices Hit 15-Year High: Which Sectors Take the Hardest Hit?
March PMI dropped to 51.2 while output prices hit a near 15-year record. Plastics, textiles, steel and chemicals: who bears the brunt of the Middle East cost shock?
April's 4-Year Losing Streak: This Time FTSE Russell Changes Everything
VN-Index declined in April for four straight years from 2022 to 2025. But in 2026, the FTSE Russell upgrade, falling oil prices, and a strong recovery are painting an entirely different picture.
Brent Crude Reverses on US-Iran Talks, Three Stock Groups to Benefit
Brent crude pulled back from $112 to $107 on US-Iran negotiation signals. Capital flows are shifting from oil refining to aviation and maritime transport on Vietnam's stock market.