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MONTHLY HIGHLIGHTS
Vietnam July 2026 Outlook – VN-Index Falls Despite Strong Economic and Earnings Growth
August 7, 2026

We would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside with the monthly performance update of the TIM Vietnam Actively Managed Certificate for July 2026. Watch our video recap of key takeaways of the Vietnam Marcroeconomic and Stock market in July 2026 Vietnam’s Economy PMI rose to 52.9 in July from […]

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Vietnam’s pharmaceutical market is on track to surpass USD 10 billion, driven by a combination of powerful long-term trends rather than cyclical demand. Three structural tailwinds stand out: 💊 An aging population. Vietnam is entering a demographic transition that will steadily increase demand for chronic disease treatment, specialty medicines, and healthcare services. 💊 Rising healthcare […]

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The latest EuroCham Business Confidence Index (BCI) rose to 79.7 in Q2 2026—the highest level in nearly seven years and just shy of the all-time high recorded in late 2025. At a time when global businesses are navigating tariffs, geopolitical tensions, and supply chain uncertainty, this is an encouraging signal. What stands out isn’t just […]

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Vietnam has officially launched a domestic carbon trading platform, with the country’s first carbon allowance trades successfully completed, marking an important milestone in its green transition. Although still at an early stage, the market shows that the country is beginning to translate its 2050 net-zero roadmap into a more practical and measurable framework. Over time, […]

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Vietnam wrapped up the first half of 2026 with strong momentum. GDP grew 8.2%, beating expectations despite geopolitical uncertainty, while manufacturing stayed firmly in expansion and both international arrivals and FDI disbursement climbed. Although inflation ticked up to 4.7% on higher oil prices, the local currency was stable and the broader macro backdrop remains supportive. […]

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Summary of Q1 2026 results and outlook of Vinamilk JSC (VNM VN) Revenue reached VND16,149bn (+24.8% y/y), supported by domestic sales normalization and overseas expansion. Domestic revenue rose 20.4% y/y to VND12,080bn, reflecting a low base following the completion of distribution system restructuring and restocking demand as distributors adapted to stricter tax and e-invoicing regulations. […]

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Vietnam has climbed to 10th place in the latest ASIFMA–KPMG Asia-Pacific Ease of Doing Business Survey, marking a significant improvement from its long-held 13th position. The survey, published on 30 June, captures the views of financial institutions across the Asia-Pacific region on operating and regulatory conditions. Vietnam emerged as one of the strongest performers: → […]

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