FTSE Russell narrows list of Vietnamese
stocks meeting the criteria in the non-index group to 23 names. FTSE Russell has updated the list of Vietnamese stocks that meet the criteria in the group not included in the index, reducing the number from 32 to 23, according to SSI Research.
The current list includes major stocks such as VIC, HPG, VHM, FPT, MSN, SSI, VNM, STB, VCB, VJC, VRE, and other names such as VIX, NVL, VCI, SHB, GEX, VND, KBC, KDH, BID, DGC, BSR and GEE.
Compared with the previous list, 9 stocks were dropped: SAB, DPM, HUT, DIG, EIB, DXG, PDR, FRT and KDC.
According to the latest SSI Research strategic report, the weight of Vietnam in FTSE indices was also adjusted downward: FTSE Global All Cap from 0.037% to 0.034%; FTSE Emerging All Cap from 0.350% to 0.329%; FTSE All-World from 0.024% to 0.020%; and FTSE Emerging from 0.227% to 0.192% (data updated to 31/03/2026).
The final list will be announced before the FTSE GEIS review in September 2026. Changes for this semi-annual review will be announced starting Friday, 21 August 2026.
SSI Research estimates total inflows from FTSE-tracking ETFs into the Vietnamese market could reach about 1.3 billion USD, with the Vanguard FTSE Emerging Markets ETF expected to contribute the largest share at about 481 million USD.
[Image: ETF flows chart]
In terms of deployment timing, the funds are projected to be allocated in four phases: 10% in September 2026, 20% in March 2027, 35% in June 2027, and the remaining 35% in September 2027 — equivalent to about 130 million USD, 260 million USD, and two installments of 455 million USD.
