DXY Breaks Below 99, FTSE Upgrade: A Dual Catalyst for Vietnam
Macro Insights

DXY Breaks Below 99, FTSE Upgrade: A Dual Catalyst for Vietnam

The US dollar broke below the psychological 99 level just as FTSE Russell confirmed Vietnam's market upgrade. Two converging forces create a historic opportunity for foreign capital inflows.

Thanh Hà·
Coffee Down 32% From Peak, Vietnam Sells More but Earns Less
Macro Insights

Coffee Down 32% From Peak, Vietnam Sells More but Earns Less

Arabica prices plunged from 422 cents to 289 cents in 5 months. Vietnam's coffee exports rose 12.6% by volume but revenue fell 6.4%, exposing the raw-export paradox.

Thanh Hà·
FTSE Upgrade, VN-Index Surges 79 Points: While the Fed Holds Firm
Macro Insights

FTSE Upgrade, VN-Index Surges 79 Points: While the Fed Holds Firm

VN-Index posted its largest single-day gain ever after FTSE confirmed Vietnam's market upgrade. But the March FOMC minutes reveal the Fed is in no rush to cut rates, creating a tug-of-war for foreign capital flows.

Thanh Hà·
VN-Index Surges 79 Points as SBV Quietly Drains 114,600B
Macro Insights

VN-Index Surges 79 Points as SBV Quietly Drains 114,600B

The FTSE upgrade rally masks a critical reality: Vietnam's central bank just executed its largest liquidity drain in over 2 years, pushing overnight rates into double digits.

Thanh Hà·
4 Korean Chaebols Head to Vietnam: Which Stocks Catch the Wave?
Macro Insights

4 Korean Chaebols Head to Vietnam: Which Stocks Catch the Wave?

Samsung, SK, Hyundai, and LG along with 200 Korean companies are preparing to visit Vietnam in April 2026. FDI capital is shifting dramatically, and the stock market has already reacted.

Thanh Hà·
FTSE confirms Vietnam upgrade, deadline 21 Sep 2026
Macro Insights

FTSE confirms Vietnam upgrade, deadline 21 Sep 2026

FTSE Russell has officially confirmed Vietnam's upgrade to Secondary Emerging Market. With 166 days to the effective date, the 5–6 billion USD inflow will arrive in waves, not in a single session.

Thanh Hà·
Brent Drops 16%: Five Things Vietnamese Investors Need to Know
Macro Insights

Brent Drops 16%: Five Things Vietnamese Investors Need to Know

The US-Iran ceasefire sent Brent crude from $110 to $93 overnight. From airlines to inflation, here are five direct impacts on Vietnam's market that investors must understand before today's session.

Thanh Hà·
Fed Official Mentions Rate Hike, Domino Effect Hits Vietnam
Macro Insights

Fed Official Mentions Rate Hike, Domino Effect Hits Vietnam

Cleveland Fed President raises the possibility of a rate hike for the first time in two years. Oil up 56%, US CPI jumps to 3.16%, putting direct pressure on exchange rates and the VN-Index.

Thanh Hà·
Urea Up 81%, a Hidden Shock Spreading to Vietnam's Dinner Tables
Macro Insights

Urea Up 81%, a Hidden Shock Spreading to Vietnam's Dinner Tables

The Iran conflict has pushed global urea prices past $700/ton, but the real impact extends far beyond commodity markets. A domino chain is spreading from fertilizers to livestock feed to food prices affecting tens of millions of Vietnamese households.

Thanh Hà·
When the Fed, JPMorgan, and IMF All Sound the Alarm: Stagflation Looms
Macro Insights

When the Fed, JPMorgan, and IMF All Sound the Alarm: Stagflation Looms

Within 24 hours, three of Wall Street's most powerful voices issued recession warnings simultaneously. Brent crude topped $111, and the Hormuz deadline is about to expire. What should Vietnamese investors prepare for?

Thanh Hà·
Hormuz Deadline Expires Tonight, Brent Hits $110
Macro Insights

Hormuz Deadline Expires Tonight, Brent Hits $110

Iran rejects ceasefire, Trump threatens to obliterate infrastructure. Brent at $110, Vietnam diesel up 93%. Three scenarios and strategies before the April 7 morning session.

Thanh Hà·
Iran, Interest Rates, FTSE Russell: Three Variables Before Apr 6
Macro Insights

Iran, Interest Rates, FTSE Russell: Three Variables Before Apr 6

Trump extends Iran deadline to Apr 8, SBV tightens interest rates via Dispatch 2342, FTSE Russell meets tomorrow. Three events shaping market sentiment for Monday's session.

Thanh Hà·
FTSE Announces April 7: Five Months Before Capital Actually Flows In
Macro Insights

FTSE Announces April 7: Five Months Before Capital Actually Flows In

April 7 marks the interim review, not deployment day. Foreign investors' VND 32 trillion net selling in Q1 is unrelated to FTSE. A detailed roadmap analysis from April to September 2026.

Phương Nam·
FTSE Russell April 7 Review: Which 28 Stocks Will Capture Billions in Capital
Macro Insights

FTSE Russell April 7 Review: Which 28 Stocks Will Capture Billions in Capital

FTSE Russell confirms 28 Vietnamese stocks for emerging market index inclusion. Analysis of passive capital flows, disbursement timeline, and the 5-month accumulation window for retail investors.

Phương Nam·
April 6 Deadline, Hormuz Stalemate: Three Scenarios for VN-Index Next Week
Macro Insights

April 6 Deadline, Hormuz Stalemate: Three Scenarios for VN-Index Next Week

US-Iran talks collapse, the Strait of Hormuz remains blockaded, Brent hits $109. How will capital flows shift during the April 7-11 trading week?

Thanh Hà·