Europe Running Out of Jet Fuel: 3 Scenarios for Vietnam's Oil Prices
The IEA warns Europe has just 6 weeks of jet fuel left. Vietnam's diesel has surged 65%, kerosene 91%. Three scenarios over the next 6 weeks will determine domestic fuel prices.
Pension Funds Can Now Buy Stocks: The Signal Matters More Than the Size
Decree 85/2026 allows Vietnam's supplementary pension funds to invest in listed stocks from May 10. The VND 2,200 billion pool is small, but the policy signal and growth trajectory are what investors should watch.
TSMC Earns $18B Record, Snap Cuts 16%: AI Splits Tech
Same catalyst, opposite outcomes. TSMC posts record profits while Snapchat cuts 1,000 staff. What this AI-driven divergence means for Vietnamese investors.
VN-Index +7.5% Yet Far Behind Nikkei, KOSPI: 3 Layers of Explanation
Riding the same regional risk-on wave, VN-Index gained 7.5% in the past month but trailed Nikkei by 9 percentage points. Three structural layers explain the gap.
China's 5% GDP, Three Metals React Three Different Ways
Same Q1 GDP catalyst beat expectations, yet copper and nickel surged nearly 6% while HRC steel barely moved. Supply-demand structure of each metal tells the full story.
DXY Down 7 Straight Sessions: When Confidence in the Fed Wavers
The US Dollar Index fell for seven consecutive sessions, dropping to the 98-point zone. Behind this isn't just a technical correction — it's a crisis of Fed independence with direct consequences for Vietnam.
US Refunds $166B in Tariffs: Textiles Lead Vietnam's Beneficiaries
The CAPE system launches April 20, opening the door to $166B in IEEPA tariff refunds. Vietnam receives the largest tariff cut — from 46% to 10% — but the window lasts only 150 days.
US PPI at 4%, but core inflation rose just 0.1%
The March 2026 PPI report paints two completely different inflation pictures. Headline jumped 4% on energy, but the core barely moved. Which number did Wall Street choose to follow?
Nasdaq's 10-Day Win Streak: Three Drivers, Two Risks
Nasdaq posted its longest winning streak since 2023, driven by strong Q1 earnings, falling oil prices, and AI capital flows. But surging PPI and a patient Fed pose reversal risks.
China's Surplus Halved: How Vietnam Benefits
China's March exports grew just 2.5% while imports surged 27.8%. This divergence is creating opportunities for Vietnamese exporters targeting the world's second-largest economy.
LVMH Revenue Down 6% in Q1: A Global Consumer Barometer
The world's largest luxury group reported a 6% Q1/2026 revenue decline with shares down 28% YTD. What does the global consumer picture signal for Vietnam's retail sector?
Hormuz Blockaded from Both Sides: 5 Things to Know Before Monday's Session
US-Iran talks collapsed, the US declared a naval blockade of the Strait of Hormuz from Sunday evening. Brent heading above $100, Monday April 14 will be a major test for Vietnam's VN-Index.
SJC Gold Premium of 21 Million VND: 13 Years in the Making
For the same amount of gold, buying SJC bars in Vietnam costs over 20 million VND more than world prices. This gap is not accidental — it's the product of 13 years under a monopoly system.
Vietnam Exempts 3 Fuel Taxes: The VND 7,300B/Month Trade-Off
The National Assembly approved simultaneous exemptions for environmental, excise, and VAT taxes on fuel from April 16. This unprecedented fiscal measure sacrifices over VND 7,000 billion/month to control inflation.
$40B in Q1 Trading Revenue: Wall Street Profits from Volatility
While the 5 largest Wall Street banks are expected to post record-high trading revenue, physical commodity traders suffered billions in losses from the very same volatility.