vietnam

The Vietnam category covers economic developments, investment trends, and policy updates specific to the country. It explores market opportunities, trade relations, industry growth, and government initiatives, providing insights into Vietnam’s role in global supply chains, emerging sectors, and foreign business expansion.

 

Vietnam’s Industrial Production Index up 9.5 percent year-on-year

The GSO notes that the processing and manufacturing industry increased by 9.7 percent, that the electricity production and distribution industry increased by 11.6 percent, and the water supply, waste and wastewater management and treatment industry increased by 7.8 percent. It does, however, also note that the mining industry decreased by 6 percent.

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Vietnam News Roundup: August 30 to September 5

This week’s Vietnam news roundup covers foreign trader stock market activity, a cut to production for Japanese solar panels made in Vietnam, a ‘stunning victory’ over a pirate film site in Hanoi, a widening gap in deposits taken and loans issued at Vietnam banks, a new coal-fired power plant set to start a trial run next month, and more…

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Vietnam Stock Reviews: Vietnam Rubber Group

GVR has earmarked industrial parks as a future growth driver as opposed to rubber. As the largest natural rubber producer in Vietnam, GVR owns 373,182 hectares of land in Vietnam and. In late 2023, the company received the Prime Minister’s approval for the conversion of nearly 25,000 hectares of this land to industrial parks…

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Vietnam data centre for hire market to reach US$235 million: Arizton

Of note, Vietnam’s data centre development was given a significant boost last year when a revised Law on Telecommunications was approved. This law effectively opened the market for data centre development to foreign investment by allowing for full foreign ownership of data centres, cloud computing services, and telecommunications OTT services…

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Debt creeps up in Vietnam’s real estate sector

Of note, Vietnam’s real estate market is not in good shape and hasn’t been for almost two years now. Though reports of an imminent recovery of the real estate sector have become common in local media, the reality is that these rising debt levels would suggest there is still a long way to go…

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REE Corporation: Vietnam Stock Overview

In the first half of 2024, REE’s revenue reached US$161.5 million, down 11.5 percent year-on-year. This is partly due to the El Niño phenomenon which has seen drought-conditions in parts of Vietnam, reducing water in hydropower catchments. Additionally, a government policy prioritizing coal-fired thermal power plants to conserve water during the dry season has limited hydropower’s participation in the electricity market…

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Vietnam Purchasing Managers Index records 2.3 point fall in August

The S&P Global Vietnam Purchasing Managers’ Index has recorded a 2.3 point fall in August, from 54.7 in July to 52.4 a month later, according to a press release from the firm. This does, however, signal the continued expansion of Vietnam’s manufacturing sector for the fifth month in a row…

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Cheap meat imports continue to create discontent in Vietnam

Cheap imported meats have become an increasing concern among local meat producers with similar articles appearing in state media every other week. This narrative is largely growing in prominence on the back of a number of free trade agreements Vietnam has signed on to that are bringing down import tariffs on meat products. This has further been exacerbated by challenges in the local meat industry, particularly repeated outbreaks of African Swine Fever…

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Key Vietnam car maker reports profit fall of 6 percent in first half 2024

From a peak in 2022 of VND 7.4 trillion or US$298.3 million, Thaco has seen its profits continue to fall. This has been attributed to a decline in car sales on the back of broader economic challenges in Vietnam. This is, however, only one part of much bigger changes in Vietnam’s car market as new trade agreements pull down tariffs on imports and trade remedies against cars imported from China into the US and EU see Chinese car makers search for new markets…

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Cheap Chinese imports weighing on Vietnam’s small retailers

Whereas Vietnam has benefit from its proximity to China with respect to developing its own manufacturing industry as firms look to diversify their supply chains out of China, its proximity also means that it is much easier for Chinese manufacturers to access Vietnam’s consumer market…

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Central Vietnam government looks for investors in new steel factory

Developing a steel project right now doesn’t seem to be particularly prudent in that there are a myriad of trade remedies investigations into steel imports around the world currently underway, including against steel from Vietnam. These trade remedies cases look to be the result of increased exports of cheap steel from China and Vietnam on the back of a fall in demand at home following slumps in their respective real estate markets…

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Electronics Retailer Digiworld: Vietnam Stock Overview

As the core business of Digiworld, the electronic devices segment has been challenged by declining demand and intense competition–in the broader market, electronics retail chains like FPT Shop and Mobile World, have also closed a number of underperforming stores. With this in mind, Digiworld has implemented a horizontal development strategy, which involves adding new brands and entering new industries through mergers and acquisitions…

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US IP group claims ‘stunning victory’ over Vietnam-based video piracy network

Of note, this isn’t the first time an illegal streaming website has been shut down in Vietnam only to reappear days later under a slightly different domain name. Popular illegal streaming site Phim Moi has been shut down repeatedly since 2021 but is still alive and well. Likewise Fmovies appears to be back online already under a slightly different domain name.

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Japan’s Toyo Solar limits Vietnam solar panel production on trade investigation

Japan’s Toyo Solar is reducing its solar panel output at its Vietnam-base affiliate Vietnam Sunergy from 2.5 gigawatts this year to just 1.9 in response to a US trade investigation into solar panels from Vietnam, the company has said in a press release. The company goes on to say that it will wait for preliminary investigation results before making further moves…

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