Strategy & Macro Reports

4:44:16 CH - 08/05/2026

Flash note – Vietnam Market Upgrade

FTSE Russell has recently updated its detailed documentation regarding the upgrade process of the Vietnamese equity market. Key changes worth noting are as follows: Changes in index allocation weighting Changes in list of related securities (remove 9 securities from...

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Strategy & Macro Reports

10:07:33 SA - 08/05/2026

Amendments to Circular 22/2019

On April 29, 2026, the State Bank of Vietnam (SBV) sought feedback from banks regarding amendments to Circular 22/2019, which regulates prudential ratios and safety limits in banking operations. Overall, we believe the replacement of the LDR ratio with...

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Macro Update – April 2026: EARLY INDICATORS OF INFLATIONARY UPSIDE RISK

Strategy & Macro Reports

5:22:48 CH - 06/05/2026

Macro Update – April 2026: EARLY INDICATORS OF INFLATIONARY UPSIDE RISK

April 2026 macroeconomic data indicates sustained baseline expansion, underpinned by steady industrial production, solid FDI disbursement, inbound international arrivals, and accelerated public investment. However, structural divergence is increasingly apparent. Relative to March, several constraints have materialized: headline inflation now...

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Market Movement – APRIL 2026: COMMITMENT ON THE GROWTH AGENDA AMID EXTERNAL HEADWINDS

Strategy & Macro Reports

8:25:24 SA - 16/04/2026

Market Movement – APRIL 2026: COMMITMENT ON THE GROWTH AGENDA AMID EXTERNAL HEADWINDS

The two-week ceasefire between the US-Israel and Iran offers a temporary reprieve rather than a durable resolution, given the structural gap in bilateral demands. Over 45 days of hostilities have severely damaged Middle Eastern oil infrastructure, likely anchoring crude...

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

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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Analysis Reports

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