Strategy & Macro Reports

3:26:31 CH - 13/10/2026

HOSE – Restructuring of Index Ground Rules

OVERVIEW On 29/09/2026, the Ho Chi Minh Stock Exchange (HOSE) announced the restructuring of its index ground rules with the aim of standardizing the rulebook framework. The two principal changes are as follows: Restructuring the index ground rules: A...

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Macro Update – September 2026: PRODUCTION AND INVESTMENT LEAD GROWTH IN A HIGH-INTEREST-RATE ENVIRONMENT

Strategy & Macro Reports

5:16:00 CH - 08/10/2026

Macro Update – September 2026: PRODUCTION AND INVESTMENT LEAD GROWTH IN A HIGH-INTEREST-RATE ENVIRONMENT

September data reinforce August’s macro picture, with production and investment leading growth. GDP grew 9.95% YoY in 3Q26, taking nine-month growth to 9.01%. Public investment and realized FDI continue to support construction, equipment installation and industrial activity, while consumption...

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ETF report: Portfolio Forecast VNDIAMOND Q3.2026

Strategy & Macro Reports

11:35:02 SA - 01/10/2026

ETF report: Portfolio Forecast VNDIAMOND Q3.2026

HOSE will officially announce the constituent list of the VNDIAMOND Index on 19-Oct-26, effective 02-Nov-26. According to our forecast, the VNDIAMOND Index is expected to see the following changes in this announcement relative to the most recently announced portfolio:...

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Market Movement – SEPTEMBER 2026: GROWTH MOMENTUM SUSTAINS AMID ELEVATED INTEREST RATES

Strategy & Macro Reports

5:03:03 CH - 22/09/2026

Market Movement – SEPTEMBER 2026: GROWTH MOMENTUM SUSTAINS AMID ELEVATED INTEREST RATES

Global interest rates are unlikely to ease quickly as major central banks continue to prioritize inflation control. The Fed raised the FFR by 25 bps to 3.75–4.00%, and the September projections showed that most FOMC members expect at least...

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

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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Analysis Reports

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