Insights

EPS Insights provides analysis of economic trends, capital flows, the business environment, and other developments that directly influence businesses’ decisions on investment in Vietnam.

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  • Vietnam’s Industrial Expansion Accelerates, but Investment Quality Will Define the Next Phase

    Vietnam’s economic data for July 2026 point to continued industrial expansion, stronger foreign investment implementation and faster public investment. The underlying picture, however, is becoming less balanced. Production is rising faster than real domestic consumption, imports are expanding significantly faster than exports, and much of the country’s manufacturing growth remains concentrated in foreign-invested supply chains.…

  • Vietnam’s Strong Growth Is Creating Opportunities — but Investment Decisions Must Become More Selective

    Vietnam delivered another strong economic performance in the first half of 2026. Real GDP expanded by 8.2 percent year-on-year, compared with 7.6 percent in the same period of 2025, supported by manufacturing, exports and rising investment. These figures reinforce Vietnam’s position as one of the region’s more dynamic economies. Yet the underlying data also reveal…

  • The Larger the Trade Surplus, the More Closely Vietnamese Goods Will Be Scrutinised

    Strong growth in exports to the United States is usually viewed as positive news. However, as Vietnam’s trade surplus rises rapidly, businesses also need to recognise the other side of the story: Vietnamese goods may attract greater scrutiny, not only over pricing but also over origin, raw materials and the entire process through which a…

  • Vietnam’s 11.7% Growth Target for H2 2026: A Major Opportunity, But Businesses Cannot Ignore Risks

    Vietnam enters the second half of 2026 with an ambitious target: to achieve double-digit growth for the full year, GDP growth in the final six months must reach nearly 11.7%. This is a demanding objective, requiring strong coordination across public investment, industrial production, domestic consumption, exports, FDI, and macroeconomic stability. The first half of 2026…

  • Viet Nam amid a Slowing Global Economy: Growth and Challenges

    In its June 2026 Global Economic Prospects report, the World Bank delivers a clear message: the global economy continues to grow, but at a slower pace and amid rising uncertainty. Global growth is projected to decline from 2.9% in 2025 to 2.5% in 2026, while many economies continue to face risks stemming from energy prices,…

  • Vietnam’s Economy in May 2026: Strong Growth in a Phase of Capital Quality Testing

    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…