Strategy & Macro Reports

3:18:12 CH - 17/09/2026

Macro Flash Note – September 17, 2026: Fed hikes 25bps; FOMC still signals at least one more hike in 2026

The Fed has moved from holding rates to renewed tightening At its September 15–16 meeting, the Federal Reserve raised the federal funds target range by 25bps to 3.75%–4.00%, marking its first hike since 2023. More importantly, the decision was...

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Flash Note: Section 301 & Impacts on Vietnam

Strategy & Macro Reports

9:57:04 SA - 15/09/2026

Flash Note: Section 301 & Impacts on Vietnam

The legal foundation of U.S. tariff policy changed in 2026, but the direction of policy did not. The Supreme Court removed IEEPA as the basis for the contested emergency tariffs; Section 122 supplied a 150-day bridge; USTR then advanced...

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Macro Update – August 2026: STRONGER GROWTH, UNEVEN TRANSMISSION

Strategy & Macro Reports

2:30:20 CH - 04/09/2026

Macro Update – August 2026: STRONGER GROWTH, UNEVEN TRANSMISSION

August data strengthen our view that Vietnam will maintain strong growth through 3Q26, but the recovery remains uneven across the economy. Industrial production, realized FDI and public investment all improved, while the Vietnam Manufacturing PMI rose to 53.3. The...

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ETF report: Portfolio Forecast VanEck and Xtrackers Q3.2026

Strategy & Macro Reports

10:48:23 SA - 04/09/2026

ETF report: Portfolio Forecast VanEck and Xtrackers Q3.2026

MarketVector and STOXX will officially announce the periodic review results for the Vietnam Local Index and the STOXX Vietnam Total Market Liquid Index on 11/09/2026, effective from 21/09/2026. These two indices are currently tracked by the VanEck Vietnam ETF...

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ETF Report: FTSE GEIS Constituent Review Results – H2/2026

Strategy & Macro Reports

4:46:18 CH - 25/08/2026

ETF Report: FTSE GEIS Constituent Review Results – H2/2026

On 21/08/2026, FTSE Russell announced the constituents of the FTSE Global Equity Index Series (FTSE GEIS). The key updates relating to the Vietnamese market are as follows: The list of Vietnamese stocks meeting the FTSE GEIS criteria comprises 117...

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Macro Update – July 2026: GAINING TRACTION AMID CROSSCURRENTS

Strategy & Macro Reports

4:26:16 CH - 04/08/2026

Macro Update – July 2026: GAINING TRACTION AMID CROSSCURRENTS

July macroeconomic data indicates sustained expansion, underpinned by industrial production, foreign direct investment (FDI), and international tourism. Combined with fiscal space for public investment disbursement and the State Bank of Vietnam’s (SBV) recalibration of technical barriers, gross domestic product...

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