Strategy & Macro Reports

4:49:42 CH - 09/03/2026

Macro Update – February 2026: INDUSTRIAL EXPANSION AMID GEOPOLITICAL FRICTION

February 2026 macroeconomic data reveals a pronounced divergence between domestic consumption and industrial production. Against a backdrop of heightening geopolitical volatility, this bifurcation raises structural concerns regarding supply chain resilience, energy security, and the central bank’s runway for further...

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ETF report Portfolio Forecast Vaneck and Xtrackers Fund Q1.2026

Strategy & Macro Reports

1:48:41 CH - 03/03/2026

ETF report Portfolio Forecast Vaneck and Xtrackers Fund Q1.2026

MarketVector and STOXX will officially announce the component results of the Vietnam Local Index and the STOXX Vietnam Total Market Liquid Index on March 14, 2026, with the changes taking effect on March 23, 2026. These two indices are...

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Macro Flash Note – February 23, 2026: TRUMP ADMINISTRATION’S RECIPROCAL TARIFFS INVALIDATED, YET POLICY UNCERTAINTY REMAINS UNRESOLVED

Strategy & Macro Reports

2:35:02 CH - 23/02/2026

Macro Flash Note – February 23, 2026: TRUMP ADMINISTRATION’S RECIPROCAL TARIFFS INVALIDATED, YET POLICY UNCERTAINTY REMAINS UNRESOLVED

On February 20, 2026, the US Supreme Court issued a ruling invalidating the executive branch’s legal basis for its global tariff regime, previously enacted under the International Emergency Economic Powers Act (IEEPA). Rather than signaling a structural retreat from...

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Macro Update – January 2026: BUILDING MOMENTUM

Strategy & Macro Reports

9:57:30 SA - 11/02/2026

Macro Update – January 2026: BUILDING MOMENTUM

Entering FY2026, the government set an aggressive 10% GDP growth target (Resolution 01/NQ-CP). This elevated objective necessitates a strategic pivot toward domestic growth engines. The roadmap prioritizes the consolidation of state-owned economic foundations, the revitalization of the private sector,...

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Macro Flash Note – January 19, 2026: DECREE 20/2026/ND-CP: CATALYZING PRIVATE SECTOR DEVELOPMENT

Strategy & Macro Reports

4:36:06 CH - 19/01/2026

Macro Flash Note – January 19, 2026: DECREE 20/2026/ND-CP: CATALYZING PRIVATE SECTOR DEVELOPMENT

On January 15, 2026, the Government promulgated Decree 20/2026/ND-CP, providing the regulatory framework for Resolution No. 198/2025/QH15. Designed to operationalize special mechanisms for the private sector, the Decree focuses on removing bottlenecks in land access, capital mobilization, and technological...

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Macro Update – December 2025: A RESILIENT REBOUND

Strategy & Macro Reports

2:39:55 CH - 08/01/2026

Macro Update – December 2025: A RESILIENT REBOUND

Economic indicators for December 2025 depict a broad-based recovery underpinned by synchronized domestic growth engines. The resurgence in consumption and manufacturing, coupled with accelerated public investment disbursement and credit expansion, has established a robust foundation to target 10% GDP...

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