Strategy & Macro Reports

2:05:54 CH - 10/04/2026

Flash Note – Monetary Policy: Synchronized rate cuts from commercial banks signal further monetary accommodation

According to local press reports, the State Bank of Vietnam (SBV) and commercial banking executives met on April 9, 2026, to outline near-term monetary policy directives: Commercial banks plan to lower deposit rates by 50 to 100 basis points...

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Macro Update – March 2026: SOLID EXPANSION AMID EXTERNAL HEADWINDS

Strategy & Macro Reports

5:20:26 CH - 08/04/2026

Macro Update – March 2026: SOLID EXPANSION AMID EXTERNAL HEADWINDS

March 2026 macroeconomic data indicates the ongoing conflict in the Middle East is transmitting directly into domestic inflation, consumption, and industrial production. Vietnam recorded solid real GDP expansion in 1Q26. Maintaining this growth trajectory through FY2026 will test the...

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Strategy & Macro Reports

3:40:10 CH - 08/04/2026

Flash note – Vietnam Market Upgrade

On April 7, 2026, FTSE Russell released an official confirmation regarding the reclassification of Vietnam’s equity market from Frontier Market to Secondary Emerging Market status. Key highlights are as follows: Overview and key timeline: According to the latest announcement,...

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ETF report: Portfolio Forecast VNDIAMOND – 2026Apr

Strategy & Macro Reports

3:01:13 CH - 08/04/2026

ETF report: Portfolio Forecast VNDIAMOND – 2026Apr

OVERVIEW HOSE will officially announce the results of the VNDIAMOND Index constituent review on April 20, 2026, with the changes taking effect on May 4, 2026. Key changes in this review compared to the previous composition are as follows:...

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Market Movement – March 2026: RESOLUTE COMMITMENT TO THE GROWTH AGENDA

Strategy & Macro Reports

4:40:19 CH - 17/03/2026

Market Movement – March 2026: RESOLUTE COMMITMENT TO THE GROWTH AGENDA

US invocation of Section 122 (imposing a 10% tariff for 150 days) offers a temporary reprieve for Vietnam, compressing reciprocal tariffs from 20% down to 10%. However, secular headwinds are intensifying as the Trump administration expedites Sections 232, 301,...

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Macro Update – February 2026: INDUSTRIAL EXPANSION AMID GEOPOLITICAL FRICTION

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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Analysis Reports

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