Economic perspectives
03
April
Reciprocal tariffs: A painful blow
The U.S. has announced a sweeping reciprocal tariff policy affecting over 180 countries, marking a shift toward intensified trade tensions. Vietnam was hit particularly hard with a 46% tariff, much...
28
March
Reciprocal tariffs: Fueling trade tensions
The global economy has remained in turmoil since Mr. Trump returned for a second term, and it is likely to face even greater volatility as reciprocal tariffs—measures that will further...
13
February
SBV calibrates FX quotation amid global uncertainties
On 11 February, 2025, SBV revised its methodology for determining USD selling and buying prices, shifting to a daily adjustment mechanism based on central rate fluctuations instead of maintaining fixed...
21
January
Trump’s inauguration: What to expect?
President Donald Trump began his term with sweeping executive actions, focusing on energy and immigration. He declared a national energy emergency to boost domestic production and withdrew from the Paris...
06
November
Vietnam economic activities decelerate on Yagi Typhoon aftermath
GSO’s October report shows that Vietnam's economy has slowed down in several aspects due to the lingering impact of natural disasters in the previous month. The export value grows softer,...
06
November
Vietnam economy under Trump era
Trump leads with 277 electoral votes, widening the gap against his opponent, Kamala Harris, who holds 224 votes. Republican’s victory and implications to Vietnam include 1) Vietnam's export sector would...
24
October
Vietnam’s 8th National Assembly Meeting: What to know
The ongoing 8th National Assembly meeting of the 15th term, which began earlier this week, is crucial for shaping Vietnam's future economic direction. Our focus includes examining the impact of...
Featured Analysis
Market commentary: Foreigners net sell “VIC”
Derivatives: Continued correction
Market commentary: Cautious developments
March 2025: Muted sound of real estate issuance
Market commentary: Wide-spread selling pressure
Derivatives: Profit-taking pressure
Sector Note – 1Q25F forecast: Recovery but slowdown
