Weย would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside with the monthly performance update of theย TIM Vietnam Actively Managed Certificate for April 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in April 2026 Vietnamโs Economy Two months after the onset of the […]
Vietnam General Secretary & President, To Lamโs visit to India and meeting with Prime Minister Narendra Modi marked another step in deepening VietnamโIndia relations, with both sides planning closer cooperation across AI, cybersecurity, digital payments, defence, maritime security, critical minerals, rare earths, energy security, and supply chain resilience. The partnership also has a clear economic […]
As Vietnamโs economy continues to expand, the resilience of its power generation system is becoming increasingly central to the countryโs growth story. Energy sufficiency and security are no longer just policy considerations, but key structural factors shaping the sustainability of Vietnamโs long-term economic trajectory. In this context, understanding the evolution of the power sector provides […]
Moody’s โ historically the most conservative of the big three rating agencies on Vietnam โ has upgraded its outlook on the country to “positive” from “stable.” To put this in context: Moody’s currently rates Vietnam at Ba2, two notches below investment grade. That’s more cautious than Fitch and S&P, which already place Vietnam just one […]
A milestone moment in Hanoi this week as Prime Minister Le Minh Hung hosted the official welcome ceremony for Japanโs Prime Minister, Takaichi Sanae. This visit, the first by PM Takaichi to Southeast Asia since her election, signals the profound importance both nations place on a shared future. ๐ ๐๐๐ ๐๐๐ฒ ๐จ๐ ๐๐ซ๐ฎ๐ฌ๐ญ The diplomatic relationship […]
While recent market discussions have largely focused on oil price movements and developments surrounding the conflict in the Middle East, Vietnam, though not immune to global headwinds, continues to quietly build on solid foundations. In this report, we review the performance of Vietnamโs Industrial Park (IP) sector in 2025 and its outlook for 2026. We […]
A series of high-level engagements, all within a short span, points to a clear focus: deepening partnerships with key FDI contributors to support the next phase of growth. First, To Lam visited China, where he and the Vietnamese delegation personally experienced high-speed rail travel across provincesโa subtle but telling signal of priorities. The visit also […]