Diesel Up 50% in March: How Are Transport Stocks Taking the Hit?
Diesel prices surged over 50% in a single month, pushing bus fares up to 36%. Capital is flowing out of transport stocks, but is this an opportunity or a value trap?
Long Thanh Airport Opens Late 2026 — Mapping the Stocks Set to Benefit from a $16 Billion Megaproject
Three expressways reaching completion alongside Long Thanh Airport create an unprecedented infrastructure ecosystem in Southeast Vietnam. Which stocks benefit first, and which are the long-term play?
Brent Crude Surpasses $112 — Why Are Renewable Energy Stocks Surging?
Oil prices spike to $115/barrel yet renewable energy and power construction stocks hit ceiling prices. The big picture shows money flowing clearly between two power sector groups.
One Year After Trump's 46% Tariff — Vietnam's Exports Didn't Collapse, They Hit a Record
One year after the 46% reciprocal tariff shock, Vietnam's exports to the US reached $153 billion — but policy risks still loom large.
Oil Surges Past $112, Wall Street Plunges — What Lies Ahead for VN-Index in the Week of March 30?
The Hormuz Strait crisis pushes Brent crude to a 4-year high while Wall Street enters correction territory. Meanwhile, VN-Index recovers 1.71% but foreign investors keep selling. What scenarios should investors prepare for?
FTSE Russell Verdict Approaching — Where Does Vietnam's Market Upgrade Stand?
On April 7, 2026, FTSE Russell will announce its interim assessment on upgrading Vietnam to emerging market status. Billions of dollars in foreign capital await the signal.
Capital Flows Are Shifting: VN-Index Rebounds After 3-Week Slide as DXY Drops Below 100
After three consecutive weeks losing 232 points, VN-Index bounced 1.52% led by domestic capital. The DXY broke below 100 for the first time since 2022 — is foreign capital about to reverse course?
Vietnam's Energy Security Race: Strategic Reserves and BSR's Record-Breaking Output
The Prime Minister launches an urgent oil diplomacy campaign, orders construction of the Nghi Son strategic reserve, while BSR operates at 123% design capacity — a full picture of Vietnam's energy security race.
Dow Jones Enters Correction, Oil Surpasses $112 — Where Is the Money Flowing?
Wall Street plunges as the Hormuz Strait crisis pushes oil to a 4-year high. VN-Index shows short-term recovery, but the bigger picture is shifting.
The Specter of Stagflation Returns: CPI Surges to 3.35%, Brent Nears $115 — Vietnam at a Crossroads
Three simultaneous macro shocks — surging oil prices, rising inflation, Big 4 banks hiking rates — paint a troubling stagflation picture for Vietnam's economy.
Vietnam Injects VND 8,000 Billion Into Fuel Stabilization Fund — What It Means for Investors
For the first time ever, Vietnam's government taps the national budget to inject VND 8,000 billion into the fuel price stabilization fund as Brent crude surges past $114. Who wins and who loses on the stock market?
HCMC Breaks into ASEAN's Top 3 Financial Centers — What Does This Mean for Investors?
HCMC surpasses Bangkok and Jakarta in the GFCI 39 ranking. Combined with VIFC and the FTSE upgrade, a rare triple catalyst is taking shape. Here's the roadmap and which stocks stand to benefit.
Coffee Prices Drop for 9 Consecutive Sessions — Is the Golden Era Over?
Vietnam's domestic coffee prices have fallen to 92,000 VND/kg after 9 straight sessions of decline, while Brazil prepares to unleash a record-breaking harvest. The big picture suggests the 2023-2025 price super-cycle may be over.
Global Helium Crisis: Drone Strikes on Qatar Threaten Chip Supply Chains and Vietnam's Semiconductor Ambitions
33% of the world's helium supply vanished overnight when Iranian drones struck Ras Laffan. Samsung and SK Hynix have only 6-12 weeks of reserves — and the domino effect is reaching Vietnam.
Southeast Asia's Energy Crisis — Laos Cuts School Days, Philippines Declares Emergency, Where Does Vietnam Stand?
The Hormuz Strait blockade has pushed Brent crude past $106/barrel. Laos shut 40% of gas stations, the Philippines declared a national energy emergency — but Vietnam remains relatively resilient thanks to domestic refining.