This is a brief rundown of what is being reported today in Vietnam’s state-approved media and some others.
It compiles coverage from official outlets like Dan Tri, Tuoi Tre, and VN Express, highlighting the narratives currently shaping the country’s economic, financial, and business news landscape.
See yesterday’s news headlines →
Treasury buys US dollars
Dau Tu Kien Thuc is reporting that the State Treasury has announced plans to buy up to US$100 million worth of foreign currency from commercial banks on November 11, with payment set for November 13 → source.
Analysts say the Treasury’s repeated dollar purchases, totalling 15 rounds this year, are likely aimed at servicing foreign debt and have added pressure to the dong, which remains near multi-month lows, the article says.
Exchange rates Tuesday
the-shiv is reporting that On 11 November 2025, the black market buy rate was VND 27,580 and the sell rate was VND 27,650, a change of 120 and 100 respectively, for a mid-market rate of VND 27,615 (down 0.40 percent), according to Ty Gia USD→ source.
Meanwhile the State Bank of Vietnam’s central exchange rate was set at VND 25,118, while the Google Finance mid-market rate stood at VND 26,316.
Bamboo Capital collateral sale
Dau Tu Kien Thuc is reporting that Nam A Bank is holding its sixth debtors auction for the Con Bap Ecotourism Project in Hoi An, owned by a member of the Bamboo Capital Group, after five failed attempts to sell it → source.
The starting price has been cut to around VND 2.3 trillion or US$87.3 million, down nearly 43 percent from the initial VND 4 trillion or US$151.8 million listing.
Ed.’s notes: Recent regulatory changes have made it easier for banks to foreclose on collateral, however, it’s one thing to be able to take possession of collateral, another to be able to sell it on.
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Saigon One Truong My Lan
Dau Tu Kien Thuc is reporting that the Ho Chi Minh City Department of Construction has confirmed it is reviewing a petition from detained businesswoman Truong My Lan to resume investment in the stalled IFC One Saigon tower → source.
The project, launched in 2008 with an estimated cost of VND 5 trillion or US$190 million, has been dormant for more than a decade despite being 80 percent complete, the article says.
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Sugar prices under strain
Nha Dau Tu is reporting that Vietnam’s domestic sugar market is under strain with prices down significantly over last year → source.
It says wholesale sugar prices now range from VND 15,700 to VND 17,600 per kilogram or US$0.60 to US$0.67, well below last year’s VND 21,000 to VND 23,000 or US$0.80 to US$0.87.
The article says domestic producers face pressure from synthetic sweeteners such as HFCS (corn syrup) and smuggled sugar from Thailand entering through Cambodia and Laos.
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FLC progress report
Nha Dau Tu is reporting that FLC Group’s Deputy General Director Le Doan Linh has told shareholders the company holds a large land bank spanning over 10,000 hectares across 11 provinces, with more than 50 projects and over 30 kilometres of coastline → source.
He said many major domestic companies “dream of having land reserves like FLC’s” and that the group has enough land to develop for the next five to ten years, the article says.
Ed.’s notes: No mention of Bamboo Airways in this article (see below); still no financial statements from 2021 – 2024; note former head of company serving time for market manipulation.
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FLC & Bamboo Airways
Znews is reporting that FLC Group’s CEO has told shareholders the decision to take back ownership and management of Bamboo Airways was made after careful consideration → source
Huyen said FLC, primarily a real estate developer, is working with several domestic and foreign partners experienced in aviation, aircraft leasing, and finance to provide technical and investment support.
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Germany-Vietnam gas project
Tuoi Tre is reporting that Petrovietnam subsidiary PVChem has signed a joint venture agreement with Germany’s Messer SE & Co. KGaA, the world’s largest privately owned industrial gas company, to build a US$37 million low-carbon gas plant near Ho Chi Minh City → source.
The plant will produce 200,000 tonnes of industrial gases annually and is scheduled to begin construction in late 2026, starting operations by the end of 2028, the article says.
Messer will hold 51 percent of the venture and PVChem 49 percent.
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Japan eyewear retail HCMC
Vietnamnet is reporting that Japanese eyewear brand JINS has opened its first store in Vietnam at Saigon Centre in Ho Chi Minh City→ source.
Law on Investment amendments
VnExpress is reporting that the Vietnamese government has proposed removing business licensing requirements for 25 conditional sectors→ source
The list includes sectors such as accounting, tax services, rice export, frozen food re-export, and automobile maintenance.
The government also proposes dropping the need for official approval for outbound investments under VND 20 billion or US$760,000, requiring only registration with the State Bank for foreign exchange transactions.
The draft law will be debated on 27 November and voted on 11 December, the article says.
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Stock market Tuesday
the-shiv is reporting that the VN-Index closed at 1,593.61, up 13.07 points or 0.83 percent, with a total trading value of VND 19,760.86 billion or US$749.94 million, and foreign traders net-selling US$2.85 million worth of equities, Tuesday, according to the latest data from the Ho Chi Minh City Stock Exchange → source
Nuclear fuel delivery
World-Nuclear-News is reporting that Rosatom’s Nuclear Fuel Division, managed by TVEL JSC, has delivered a new batch of nuclear fuel to Vietnam’s Dalat Nuclear Research Institute → source.
The delivery forms part of the Russia–Vietnam Nuclear Roadmap to 2030, which also includes training, a nuclear science centre, and cooperation on the Ninh Thuan 1 plant using VVER-1200 reactors, the article says.
Ed.’s notes: A lot of countries have expressed an interest in building nuclear plants in Vietnam. This supports Russia as front-runner narrative.
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Nuclear plant resettlement
Dan Viet is reporting that Khanh Hoa authorities have approved two proposed resettlement sites for residents affected by the planned Ninh Thuan 2 nuclear power plant → source.
The article says the locations are both situated more than five kilometres from the reactor site.
Khanh Hoa also asked the central government for relocation aid of VND 30 million or about US$1,140 per household.
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Taiwan bid CPTPP China Vietnam
Focus Taiwan is reporting that Taipei’s Ministry of Foreign Affairs has called on Vietnam to “fairly and effectively” handle Taiwan’s application to join the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), raising concerns that Beijing’s influence could affect Vietnam’s stance → source.
The article notes that Vietnam will chair the CPTPP council in 2026 and oversee new membership procedures and that China has also applied to join the CPTPP and that it opposes Taiwan’s bid.
Ed.’s notes: Two-way trade between Taiwan and Vietnam was sitting at US$32.5 billion for the first ten months of this year. Two-way trade with China was US$207.9 billion over the same period.
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Textiles and garments exports
the-shiv is reporting that Vietnam exported textiles and garments to the tune of US$3.18 billion in October, -2.49 percent over September, according to preliminary data from Vietnam’s General Department of Customs → source.
Year to date, Vietnam had exported US$32.9 billion worth of textiles and garments by the end of October.
Steel industry challenges
Vietnamnet is reporting that SMC, once a leading steel trader in Vietnam, has announced major leadership changes as it continues restructuring after three years of crisis → source.
The company said three board members have resigned as part of a management overhaul.
It notes the company reported a loss of nearly VND 159 billion or about US$6 million in the first nine months of 2025 and faces ongoing liquidity issues linked to unpaid debts from property developers.
Ed.’s notes: Note steel maker Pomina is also reportedly having significant financial problems. Speaks to broader challenges facing Vietnam steel. Monitoring.
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Computer imports
the-shiv is reporting that Vietnam imported computers, electrical products, spare-parts and components thereof to the tune of US$13.1 billion in October, down 6.01 percent over September, according to preliminary data from Vietnam’s General Department of Customs → source.
Year to date, Vietnam had imported US$123,148 million worth by the end of October.
US-Vietnam trade negotiations
Nha Dau Tu is reporting that US Chief Trade Negotiator Jamieson Greer has described Vietnam’s approach in bilateral trade talks as systematic and constructive → source.
The article says Greer responded “quite positively” to several Vietnamese proposals and praised the country’s willingness to resolve outstanding issues under the draft Reciprocal, Fair, and Balanced Trade Framework.
Ed.’s notes: Broadly reported but vague, no specifics.
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E-commerce counterfeit goods
Vietnamnet is reporting that at a meeting of the Vietnam High-Quality Goods Business Association on November 11, Chairwoman Vu Kim Hanh said around 80 percent of goods sold online are counterfeit or imitation products → source.
She told VietNamNet that genuine manufacturers face major difficulties competing on price with fake goods, as counterfeit producers ignore quality standards.
Ed.’s notes: For contrast, Deputy Minister of Industry and Trade Nguyen Sinh Nhat Tan said that the amount of fake goods being sold online was “insignificant” last week.
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Short-selling HoSE timeline
VnExpress is reporting that Vietnam may allow short selling on its stock market as early as 2026→ source.
The article says the State Securities Commission and the Vietnam Securities Depository are studying controlled short selling, along with same-day (T0) and pending settlement trading, with finance ministry guidance calling for a detailed roadmap to be completed between 2026 and 2028.
Ed.’s notes: Market currently offers limited hedging tools, mainly index futures on the HNX.
Profits are typically tied to rising prices, few ways to benefit in a downturn, reinforces bullish sentiment.
Short selling could introduce a counterbalance, give investors incentive to assess stocks more realistically: identify and publicize downside risks.
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Philippines rice import stop extended
Nguoi Lao Dong is reporting that the Philippines has extended the country’s suspension of regular rice imports until the end of 2025, surprising Vietnamese exporters → source.
Vietnam Food Association Chairman Do Ha Nam said exporters must accept the decision and continue monitoring developments.
He noted that many Vietnamese firms had already shifted to other markets, but were expecting the Philippines to reopen in December.
Ed.’s notes: Vietnam’s rice exports were worth US$177 millions in October. The year-to-date average is currently sitting at US$368 million a month.
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