Short Content |
Monthly Topic: Direct/Indirect Investment Capital Flows from China to Vietnam
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China’s economic context
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China’s “Dual Circulation” strategy
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Trends in China’s Outbound Direct Investment (ODI)
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Trends in China’s Outbound Portfolio Investment (FPI)
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Outlook for China’s ODI/FPI in Vietnam
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ODI Inflows into Vietnam
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Notable ODI projects
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FPI inflows into Vietnam
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Major Chinese investment funds in Vietnam
Global macroeconomics
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Trade war – Latest developments from the U.S.
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Trade war – Goods from Vietnam
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Trade War – Tools that President Trump is able to impose tariff policy
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Trade War – Tariff scenarios for Vietnam
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Global macroeconomics
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Global monetary policy
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Global commodity prices and stock market developments
Vietnam macroeconomics
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Vietnam macroeconomic forecast
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Notable policies
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GDP Growth and Consumption
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Monetary policy
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Fiscal policy
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Exchange rates and Import-Export
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FDI and PMI
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Corporate bond and Government bond
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Monthly macro heatmap
Vietnam stock market
Appendix
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Items considered “semiconductors” as defined in document "Clarification of Exceptions Under Executive Order 14257 of April 2, 2025, as Amended" dated 11/04/2025
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Events calendar August 2025
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Events calendar 2025
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Vietnam and International stock markets
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