While recent market discussions have largely focused on oil price movements and developments surrounding the conflict in the Middle East, Vietnam, though not immune to global headwinds, continues to quietly build on solid foundations. In this report, we review the performance of Vietnamโs Industrial Park (IP) sector in 2025 and its outlook for 2026. We […]
A series of high-level engagements, all within a short span, points to a clear focus: deepening partnerships with key FDI contributors to support the next phase of growth. First, To Lam visited China, where he and the Vietnamese delegation personally experienced high-speed rail travel across provincesโa subtle but telling signal of priorities. The visit also […]
Vietnam remains the largest sourcing base for Adidas, accounting for more than a quarter of its global production, highlighting how deeply global brands now rely on the country to anchor their supply chains. This matters because once scale reaches this level, it becomes structural: * Orders are sticky โ shifting away is costly and slow […]
Vietnamโs equity market has reached an important milestone with its upgrade to Secondary Emerging Market status by FTSE Russell, marking a step forward in market accessibility and positioning the country for an estimated USD3 billion in inflows starting from September 2026. At the same time, the economy has continued to deliver solid performance, with Q1/2026 […]
Summary of FY 2025 results and outlook of TNH Hospital Group (TNH VN) Comprehensive restructuring under the new Board: Since taking office in June 2025, the new Board has initiated a governance upgrade and strategic realignment aimed at strengthening organizational discipline and restoring execution focus. Key measures included formalizing oversight structures, enhancing financial control and […]
Samsung is already the largest foreign investor in Vietnam โ and when it adds this level of capital, the impact tends to be very tangible: Jobs: semiconductor packaging is more labor-intensive than front-end fabs โ thousands of direct jobs, plus a wider ecosystem โข Exports: Samsung already anchors Vietnamโs export engine โ more chip-related output […]
Weย would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside with the monthly performance update of theย TIM Vietnam Actively Managed Certificate for March 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in March 2026 Vietnamโs Economy Tensions in the Middle East have dominated […]