Goldman Sachs: Record Q1, Stock Still Drops 4%
Goldman Sachs reported EPS of $17.55, beating estimates by 6.4%, yet the stock fell 4%. A look at the numbers reveals why Wall Street's best quarter still triggered a selloff.
Equity Funds See Record 14,400B VND Outflow, Cash Hits High
VN-Index recovered 10.5% from its bottom, but large equity funds continue raising cash positions to multi-quarter highs. What is the fund flow picture signaling?
TCM Surges Near Ceiling: Integrated Supply Chain Advantage Amid Tariff War
TCM jumped 6.84% in a sharply divided textile session. Its vertically integrated yarn-weave-garment chain and diversified export mix set it apart, but the 150-day Section 122 clock is ticking.
Power consumption breaks records from March, three risks await power stocks
Electricity consumption exceeded 1 billion kWh/day two months earlier than 2025. Three overlapping risk layers are diverging power stocks during the 2026 dry season.
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.
$1.5B from FTSE: Three Ways to Ride the Wave by Capital Size
FTSE Russell upgrades Vietnam from September 2026 with an estimated $1.5B in passive capital. Three investment approaches matched to every capital level, from $4 to over $20,000.
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.
CPI at 4.65%: VND 500M in Big4 Savings, Real Yield Buys 1/3 Gold Tael
Vietnam's March 2026 CPI hit a 5-year high. Big4 bank savings now yield just 1.25% after inflation. Here's how different investment channels compare in preserving your purchasing power.
2026 AGM Season: Banks Accelerate, Oil & Gas Pull Back
Vietnam's 2026 AGM season reveals a deeply bifurcated market: banks target profit growth up to 41%, while oil & gas and manufacturing cut targets by up to 22%. What do the numbers really tell us?
Gold Down 22% During a War: 3 Mechanisms Every Investor Should Understand
World gold prices dropped 22% from their peak in the midst of the Hormuz conflict. Three mechanisms behind this paradox help Vietnamese investors better understand gold's true role in a portfolio.
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.
VND 305 Trillion in Banks: Cash Strategy Map of 6 Major Corporations
Bao Viet, FPT, MWG, Petrolimex, Hoa Phat, and Vinamilk collectively deposited over VND 305 trillion in banks by end of 2025. But as Vietcombank cuts rates from April 13, who stands to lose the most?
Hoa Phat Invests VND 10 Trillion in High-Speed Rail, HPG Stock Up 38%
Hoa Phat becomes the first Southeast Asian company to manufacture high-speed railway rails, betting on Vietnam's $67 billion mega-project. A data-driven look at the opportunity and risks.