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.
VN-Index Surges 79 Points: The Week of FTSE and the US-Iran Ceasefire
FTSE Russell confirmed Vietnam's market upgrade, the US and Iran agreed to a ceasefire, and VN-Index recorded a historic 79-point rally. But Michigan Sentiment hitting a 70-year low at 47.6 signals fragile US macro foundations.
Wall Street's Best Week in 5 Months, Americans Most Pessimistic Ever
S&P 500 surged 3.1% on US-Iran ceasefire optimism, yet consumer sentiment hit an all-time low of 47.6. What does this historic divergence signal for Vietnamese investors?
US Inflation Surges to 3.3%, Fed and SBV Move in Opposite Directions
US CPI for March spiked to 3.3% on oil prices, while Vietnam's central bank pressures 46 banks to cut rates. Vietnamese investors are caught between two opposing monetary policy currents.
$15.2B FDI in Q1/2026: Where Is the Capital Flowing?
Vietnam attracted $15.2 billion in registered FDI in Q1/2026, up 42.9% YoY. Two mega-projects in semiconductors and AI data centers are reshaping the country's investment landscape.
OKX and HashKey Invest in Vietnam's First Licensed Crypto Exchange
OKX Ventures and HashKey Capital sign strategic investment into CAEX, raising capital to VND 10,000 billion to build Vietnam's first legally licensed crypto exchange.
JGB Yields at 27-Year High: $15B Quietly Flows into Japan Bonds
While headlines focused on Hormuz tensions and the VN-Index hitting record highs, $15.3 billion in foreign capital quietly poured into Japanese government bonds — the largest weekly inflow in a year. Smart money is telling a different story.
Diesel Up 132%, Brent Only 44%: When the Stabilization Fund Runs Dry
Domestic diesel prices surged 3× faster than global crude. The story behind it isn't just Hormuz — it's the breaking point of Vietnam's entire fuel price management system.
New SBV Governor Summons 46 Banks, 10% Rates Fading
On his second day in office, new Governor Pham Duc An convened 46 banks demanding rate cuts. The big picture shows the deposit race has hit its limit.