features

The Features category includes in-depth analyses, expert opinions, and long-form reports on key industries, policies, and market developments. It explores trends, challenges, and opportunities across various sectors, providing comprehensive insights for professionals, businesses, and policymakers.

Is Vietnam’s New Steel Strategy Solving the Right Problem?

In the week before the Lunar New Year, the Government of Vietnam released a new strategy for developing the local steel industry through 2050, setting a crude steel production growth target of 7 to 8 percent a year. But is more steel production really what Vietnam’s steel industry needs? 

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Why Vietnam’s Car Market No Longer Makes Sense

The oversupply of cars in Vietnam’s car market has been well known for some time, yet the gap between supply and demand continues to grow. Without a clear rationale for the lack of a market correction, it would make sense if car makers with other options were reconsidering their positions.

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Vietnam Stock Market Outlook January 2025

The Vietnam stock market continued on its upwards trajectory in December, though as has been the case over the last twelve months, largely driven by just a handful of stocks. This article looks at key data points and developments in the securities sector in December.

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Vietnam’s Electric Vehicle Transition Chaos: Unpacked

Vietnam’s EV transition has it all: vested local interests, conflicting policies, public safety and health concerns, and a jarring mismatch between official narratives and public perceptions. This has led to a situation nothing short of chaotic, with a positive outcome, for many, far from assured.

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Vietnam Stock Market Outlook December 2025: The Power of VIC

In November, Vietnam’s key indexes continued to climb, though largely on the back of a standout performance from Vietnam’s biggest conglomerate by market capitalisation, Vingroup (VIC), which gained 36 percent. In this context, this article looks at the stock market’s key performance indicators and data points in November.

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Switching Gears: Vietnam’s Economy in October 2025

The National Statistics Office (NSO) has released its October economic update. This article breaks down the key data points and policy factors that shaped Vietnam’s economic landscape in October 2025 as well as the most recent economic news and developments.

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Vietnam’s Black Market Dong Dilemma: Unpacked

A week or so ago, the State Bank of Vietnam (SBV) directed the Ministry of Public Security and a handful of other government bodies to help clamp down on the illegal currency trade. This may, however, put more pressure on the local currency. Here’s how.

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Upgrade Pending: Vietnam Stock Market Outlook November 2025

Vietnam’s stock market enters November weighed down by foreign outflows, bond-market scrutiny, and uncertainty over the timing of the FTSE Russell upgrade to emerging-market status. Despite October’s announcement that HoSE could be reclassified in 2026, the VN-Index continued its decline, losing 22 points as investors stayed cautious.

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Vietnam’s Gold Market: The Problem Isn’t Policy, It’s Populism

The gap between Vietnam’s gold price and the world gold price is largely the result of a failure to fully accept one fundamental concept in market economics: that not everyone can win all of the time. Until this is acknowledged, any long-term, sustainable reform is likely to remain elusive, writes Mark Barnes.

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Growth Accelerates, Debt Deepens: Vietnam’s GDP Growth Q3 2025

Vietnam pulled off another big quarter in terms of GDP growth in Q3, registering 8.23 percent, the fastest third-quarter growth rate since 2022, according to the National Statistics Office (NSO). This article breaks down Vietnam’s GDP growth in Q3 2025 per the NSO data, looks at what is driving this growth, where the demand is coming from, and how it’s being paid for.

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Momentum Stalled: Vietnam Stock Market Outlook October 2025 

Vietnam’s key stock market has had a meteoric rise this year, with its key index gaining 395 points since January. That rapid growth, however, has been driven by just a few stocks and a lot of hype, the latter of which looks like it may be tapering off as economic realities come to bear. It’s in this framework that this Outlook reviews what happened in September and considers what this might mean moving forward into October.

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