- Japan: Public debt hits a record high for the 10th consecutive year. On May 8, the Ministry of Finance reported that by end-March Japan's public debt reached 1,343.84 trillion yen (about $8.58 trillion), the highest in ten years.
- Government issues a mechanism to resolve backlog for land projects accumulated before 2025. The government issued a new decree to address long-standing projects caused by land violations, allowing adjustments of certificates issued in error and continuing some projects that violated regulations before January 1, 2025—the date when the Land Law 2024 takes effect.
- Week 11-15/05: Dividend payouts surge, up to 50%. In the week of May 11-15, 39 companies are set to pay cash dividends, with the highest rate up to 50% (5,000 dong per share).
- Iran conflict causes oil stockpiles to fall at record pace. If the Hormuz Strait does not reopen by early June, some Asian countries may face macro shocks from a diesel shortage.
- The market is reasonably attractively valued, VCBF names five promising sectors. The fund suggests Vietnam could target two-digit growth driven by institutional reform, accelerated public investment, and market development, while cautioning on stocks tied to Vingroup.
- Portfolio restructuring ahead of the long holiday. In early May (04-08/05/2026), several funds restructured their portfolios in the last trading session of April ahead of the extended holiday.
- Which stocks pulled VN-Index to a new all-time high? VN-Index rose to close above 1,915 points in the week of 04-08/05, a new historical high, with leadership from familiar names.
- Extraordinary General Meeting (GDT): Bought another new factory, capital increase planned of over 160 billion dong. On 09/05, GDT detailed results and strategic plans amid a shifting market.
- CNBC: US Federal Reserve shows fewer reasons to cut rates. As cited by Lindsay Rosner of
Goldman Sachs, the Fed will focus on controlling rising inflation risk.
- How to determine timing for applying corporate income tax incentives for new investment projects. The tax policy framework uses incentives to attract investment, shift the economy, and promote priority sectors.
- Discussion on a gold trading floor: A strong legal framework is required to establish a transparent price and stable supply, though this remains under consideration.
- Economic security and the paradox of the yuan (RMB). While financial sanctions and geopolitical competition press USD, the logic of economic security also constrains RMB internationalization.
- Apple, Berkshire Hathaway and the value of patience. Berkshire Hathaway’s new CEO references Warren Buffett’s disciplined, patient investing approach.
- Investors slow to open new stock accounts in April. Data from the Vietnam Securities Depository shows 244.7k investor accounts added in April, with total accounts above 12.9 million.
- Market up 10%, why aren’t investors happy? VN-Index rose over 10% in April 2026, but the gains did not fully reflect investors’ experience.
- Extraordinary General Meeting for DGC: Legal risk questions and assurance of sufficient raw materials. DGC addressed shareholder concerns at an extraordinary meeting.
- PYN Elite Fund: Market appears “irrational” in price movement. The Finnish fund notes that market prices seem misaligned with corporate results, suggesting opportunities for value investing.
- Saigonres' AGM: Pre-tax profit target of 6.3 trillion VND for 2026-2030. SGR outlines an investment plan of over 17.1 trillion VND and eight key projects nationwide, expanding into industrial real estate, hospitality, and digital technology.
- From Hormuz to Panama: Shipping in a geopolitical cycle. Tensions around Hormuz affect energy markets and redirect shipping routes such as the Panama Canal, introducing deeper market volatility.
- Private credit markets and AI-era disruptions. The U.S. private credit market has transformed from a niche segment post-GFC to a global enterprise-scale asset class, nearing $2 trillion by 2027, raising systemic risk monitoring by authorities like the Fed and IMF.
- How is the pharmaceutical sector performing in Q1? Most pharma companies reported favorable Q1 2026 results, with many leading names continuing momentum.
- Ho Chi Minh City Ring Road 3 delayed by higher oil and material costs. The project is about 76% complete and aims to finish by end-2026.
- SHS Research: Market is in a reasonably priced zone for value investing. Excluding VinGroup, remaining market cap implies a reasonable valuation with ongoing earnings growth.
- When BT tools measure domestic private sector strength. Two projects launched around the May holiday reflect interest in infrastructure development.
- Medical and education deductions—Part 1: How to hit the targets. With proposed tax relief, design of deductions should focus on achieving policy goals within a tight budget.
- U.S. court rules global 10% tax on Trump illegal. A federal appeals court ruled that the global 10% tariff on most imports lacks legal basis.
- Banking health in the macro picture. Q1 2026 bank results reflect sector health, with credit growth remaining the main driver but rising funding costs, NIM pressure, and liquidity concerns amid uncertain macro conditions.
