From finance and retail to aviation and smartphones, Vietnam’s largest conglomerate keeps exiting—only to double down where it matters most
Vietnam
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Leverage concerns and state-risk warnings derail a flagship proposal as Hanoi reassesses how to fund its biggest infrastructure dream Vietnam’s …
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From Vinamilk to FPT and MWG, Thai billionaires are expanding influence through both direct stakes and depositary receipts
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Despite global headwinds, strong policy execution and reform momentum position Vietnam for sustained growth into 2026
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FinanceInvesting
Dragon Capital Faces Redemption Pressure as VEIL Weighs Up to $545 Million Portfolio Buyback
Large-scale tender offers may trigger selective blue-chip selling, but analysts see limited systemic risk for Vietnam’s equity market
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Historical seasonality, a record-setting 2025, and early catalysts for the new year position the VN-Index for cautious upside
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BUSINESSTech
U.S. phone imports from Vietnam plunge to lowest level since 2020
by Daphne Dougnby Daphne DougnSamsung-led supply chain hit by Trump-era tariffs, weakening U.S. demand, and rising trade uncertainty — raising questions about Vietnam’s role …
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Finance
Vietnam Set for Payments Breakthrough as Circle, Visa and Pismo Launch AI-Powered PayLater Card
by Dean Dougnby Dean DougnA 2026 rollout could transform credit access for millions, positioning Vietnam as Southeast Asia’s next fintech hot zone
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The state lender’s massive share issuance underscores accelerating credit demand, tighter Basel rules, and Vietnam’s push to strengthen bank balance …
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Private Investors Demand State Bailouts, Threatening Debt Surge in Southeast Asia’s Infrastructure Push