South Korea
South Korean investors are cautious after Vietnam moved to ease high-tech subsidies, raising cost and regulatory risks for Samsung, LG and other Korean manufacturers heavily dependent on Vietnam’s electronics supply-chain base.
Vietnam
VPB on HOSE and ^VNINDEX gain institutional depth as VPBank Securities raises ~$480m; watch subscription mix, free-float turnover, and margin leverage to judge post-listing liquidity and pricing power.
Vietnam
Vietnam’s garment exports reach USD 45bn, VN30-index and VND benefit from CPTPP and EU trade deals, supporting Q3 GDP 8.23% and industrial employment recovery despite input-cost pressures
Vietnam
Vietnam’s export resilience continues despite global headwinds, as the government launches a new industrial master plan focused on electronics, green manufacturing, and logistics upgrades. Currency stability and foreign investment anchor growth heading into 2026.
Vietnam
Vietnam’s 2025 policy framework compresses risk premiums as VNM and EEM allocations rise; with VND=X steady at 24,800 and bond yields at 4.6%, global investors track FDI and social spending against debt and inflation targets.