Author: EPS Investing

Vietnam’s economy in May 2026 continued to show many positive signals. Industrial production maintained solid growth, implemented FDI reached a high level, public investment continued to be promoted, tourism recovered visibly, and trade and service activities continued to expand. However, behind that growth picture lies a structure that is not yet truly balanced. Production is […]

VCCI’s first Vietnam Private Sector Report presents a thought-provoking picture of the private business sector. Private enterprises remain a central force of the economy, but the business environment has changed. Customers are harder to find, markets are more volatile, access to capital is more selective, compliance costs are higher, while most businesses remain small in […]

The World Bank’s Viet Nam Economic Update – May 2026 shows that Viet Nam entered 2026 with a positive growth foundation. GDP grew by 8% in 2025, the highest rate in ASEAN, and the economy continued to expand by 7.8% year-on-year in the first quarter of 2026, supported by exports, investment, foreign direct investment, domestic […]

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 […]

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 […]

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 […]

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 […]

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 […]