Real Growth Drivers: Production and FDI Lead, but with Uneven Spillover Entering 2026, Vietnam’s economy continues to maintain a strong growth momentum. Q1 GDP grew by 7.83%, the Industrial Production Index (IIP) increased by 9.0%, with manufacturing alone rising by 9.7%. At the same time, FDI inflows remained robust, with registered capital reaching USD 15.20 […]
Author: EPS Investing
Vietnam’s Economy – February 2026: Strong Industrial Growth, Capital Cycle Turning More Cautious
The first two months of 2026 present a familiar picture of Vietnam’s economy: manufacturing and exports continue to grow strongly, while domestic demand has yet to fully catch up. At the same time, after a strong rally in 2025, the capital market appears to be entering an adjustment phase of the cycle. For business owners […]
Vietnam’s Economy in January 2026: Capital Discipline Becomes a Competitive Advantage
Entering 2026, Vietnam’s economy continues to show positive growth momentum. However, macroeconomic indicators suggest that the economy has moved beyond a phase of broad-based, easy expansion and is now entering a more selective phase, where the quality of growth, capital efficiency, and management capability play a decisive role. In this context, economic analysis should go […]
Vietnam’s Economy in Early 2026: Growth in a Phase of Structural Divergence
Entering early 2026, Vietnam continues to post solid economic growth following a relatively strong 2025. However, macro indicators increasingly point to a structural shift in the growth model. Expansion is no longer evenly distributed across the economy; instead, it is driven primarily by industrial production, investment, and exports, while domestic consumption and financial markets are […]
Growth Is Present – Risks Are Shifting
As Vietnam moves beyond 2025, the economy is entering a highly distinctive phase: growth has clearly returned and is supported by solid fundamentals, yet the cycle is no longer in an “easy” stage. This is a period in which growth no longer automatically translates into profits, and advantages accrue to managers who clearly understand where […]
Vietnam Economy November 2025: Growth in a mature phase of the cycle
November 2025 marks a defining phase for Vietnam’s economy. Growth remains clearly visible, yet the operating environment has shifted into a more mature and selective stage of the cycle. This is no longer a period driven by abundant liquidity, but one in which capital efficiency, financial structure, and risk discipline determine sustainable success. For business […]
5 Surprising Trends Shaping Vietnam’s Economy
When people think of Vietnam’s economy, the image of a fast-growing nation and a global manufacturing hub often comes first. However, KPMG’s Vietnam Outlook 2026 report reveals a hidden truth: the country’s core growth engines are shifting in ways few observers anticipated. These insights are drawn from KPMG’s comprehensive report analyzing Vietnam’s emerging economic dynamics. […]
Vietnamese Enterprises 2025: Transforming in the midst of instability
The UOB Business Outlook Study 2025 – Vietnam, published in early Q3, paints a vivid picture of how Vietnamese enterprises are navigating a time of turbulence. From shifting geopolitical dynamics to mounting global business pressures, Vietnamese businesses are not just swept up by change—they are proactively adjusting strategies to adapt, overcome, and grow. Business Sentiment […]
Economic Outlook for Southeast Asia and Vietnam
According to the Asian Development Outlook – July 2025 by the Asian Development Bank (ADB), the economic outlook for Southeast Asia and Vietnam is under increasing pressure due to a more complex external environment, particularly trade tensions and new U.S. tariff policies. Southeast Asia: Growth Forecast Revised Downward Southeast Asia saw the sharpest downward revision […]