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  • Vietnam Economy – March 2026: Strong Growth Amid Increasing Divergence

    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…

  • 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…