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·
302 Billion-Revenue Companies Report Losses, Tax Bureau Steps In
Risk Watch

302 Billion-Revenue Companies Report Losses, Tax Bureau Steps In

Vietnam's Tax Bureau launches a special audit of 302 companies with trillion-dong revenues but persistent losses. From KFC to VNG to Xanh SM: real losses or transfer pricing? What investors need to know.

Đức Trí·
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·
VN-Index Surges 79 Points: FTSE Inflows vs Ceasefire Bounce
Market Beat

VN-Index Surges 79 Points: FTSE Inflows vs Ceasefire Bounce

The April 8 session exploded on two entirely different catalysts. Investors must distinguish structural FTSE upgrade beneficiaries from stocks merely reacting to the US-Iran ceasefire.

Thanh Hà·
VCI jumps 4.23% on FTSE day as Chairman's wife quietly files to sell $18M
Risk Watch

VCI jumps 4.23% on FTSE day as Chairman's wife quietly files to sell $18M

On the very day FTSE Russell confirmed Vietnam's upgrade and the VN-Index surged nearly 60 points, the wife of Vietcap's Chairman registered to sell her entire 16.9 million VCI shares. A data point retail investors cannot afford to ignore.

Đức Trí·
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·
Rates Up 1%: Listed Firms Face Extra VND 34 Trillion Bill
Corporate Analysis

Rates Up 1%: Listed Firms Face Extra VND 34 Trillion Bill

With VND 3.39 quadrillion in outstanding debt across HOSE-HNX, each percentage point of rate hike means VND 34 trillion in extra interest. Who pays, who wins?

Minh Quân·
Foreign Investors Dumped 30,000B VND in Q1 While Retail Opened Record 600K Accounts
Market Beat

Foreign Investors Dumped 30,000B VND in Q1 While Retail Opened Record 600K Accounts

Q1/2026 witnessed a historic divergence: foreign investors net sold over 30,000 billion VND while domestic retail investors rushed to open 600,000 new accounts. History shows who's usually right after 12 months.

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·
Dong Nai Goes Central: NVL, SNZ and 6,200 ha
Market Beat

Dong Nai Goes Central: NVL, SNZ and 6,200 ha

Resolution 95/NQ-CP paves the way for Dong Nai to become Vietnam's 7th centrally governed city. Three tiers of stocks stand to benefit, from residential real estate and industrial zones to transport infrastructure.

Phương Nam·
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·