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,...

View now

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...

View now

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...

View now

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...

View now

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,...

View now

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...

View now

Analysis Reports

Có thể bạn quan tâm

Start your investment journey today with ACBS!