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Vietnam’s housing and construction costs rise in March amid strong rental demand

The consumer price index (CPI) for housing, electricity, water, fuel, and construction materials rose by 0.5 percent in March 2025, contributing 0.09 percentage points to overall CPI growth. The increase was largely driven by higher rents and input material costs, while declines in utility and fuel prices provided some offset, according to data from the General Statistics Office.

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Beer: Vietnam’s Sabeco to double down on local market amid tariff risks

Sabeco will focus its strategy on the domestic Vietnamese market rather than export markets, CEO Lester Tan Teck Chuan told shareholders at the company’s 2025 annual general meeting. Exports currently account for just 1 percent of Sabeco’s revenue, and rising global risks, including potential U.S. reciprocal tariffs on aluminum, have reinforced the brewer’s domestic focus, English news site The Investor is reporting.

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Indonesia’s Dairy Market 2025: Overview

Indonesia’s dairy market is one of the largest in Southeast Asia, shaped by strong population growth, rising incomes, and evolving dietary habits. Demand for dairy products continues to increase, particularly in urban areas, where consumers are shifting towards more protein- and calcium-rich diets. However, the country remains heavily reliant on imports, with domestic milk production meeting less than 25 percent of total consumption.

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Vietnam’s beer output dips 0.7 percent year-on-year in Q1

Vietnam’s beer production reached 349.2 million litres in March, up from 280.0 million litres in February. Total output for the first quarter stood at 970.4 million litres, reflecting a modest 2.0 percent increase compared to March 2024 but a 0.7 percent decline year-on-year, according to data from the General Statistics Office.

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The Philippines’ Dairy Market 2025: Overview

The Philippines’ dairy market continues to be shaped by strong consumer demand, low domestic production, and a growing reliance on imports. With increasing income levels and changing dietary preferences, consumption of dairy products such as milk, cheese, and yoghurt has risen steadily across both urban and rural areas. This growth is particularly evident among younger consumers and health-conscious households, who are driving demand for value-added and fortified dairy products.

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Trade: Vietnamese exporters warn of collapse if US tariffs return: “We could not survive”

Two Vietnamese entrepreneurs, whose firms depend almost entirely on exports to the United States, have voiced grave concern about the impact of the proposed 46 percent US tariff. Speaking to BBC News, SHDC Electronics founder Le Song Hao and KPY Interior CEO Hoang Thi Nhu Yen said their businesses are already under pressure and may not survive if punitive tariffs are reinstated after the current 90-day suspension.

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Automotive: VinFast shifts focus to Asia amid widening losses

Vietnamese electric vehicle (EV) maker VinFast reported a US$1.26 billion loss in Q4 2024, an 81 percent increase year-on-year. The company will deprioritise North America and Europe, turning instead to Asia, including India, Indonesia, the Philippines, and Vietnam, Bloomberg has reported.

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Garments and textiles: H&M-backed Syre to invest US$1 billion in Vietnam

Garment manufacturing in Vietnam is set to receive a significant boost with Syre Group—a subsidiary of H&M Group and Vargas—announcing a US$1 billion investment in building a high-tech polyester recycling complex in Binh Dinh province. The project aims to turn Vietnam into the first global hub for fabric recycling using renewable energy and advanced EU–US standards, VN Express is reporting.

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Vietnam foreign exchange market to reach US$7.9 billion by 2033: Report

Vietnam’s foreign exchange market reached US$3.4 billion in 2024 and is forecast to more than double to US$7.9 billion by 2033, with an expected compound annual growth rate (CAGR) of 9.61 percent during 2025–2033. The sector is expanding on the back of robust exports, foreign direct investment, and growing financial market sophistication, according to a report from IMARC Group.

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April 2025
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