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Monthly Topic: Vietnam Subject to 3 Section 301 Investigations in 2026
- Section 301 – Trade Act of 1974
- Section 301: Number of investigations surged during Trump 1.0 and Trump 2.0
- Section 301: Investigation timeline
- 2026 Section 301 Investigations: Cases involving Vietnam
- Countries investigated under Section 301 in 2026
- Forced Labor Investigation: Vietnam faces a 12.5% tariff
- U.S. Imports in 5M2026
- Vietnam’s Exports to the U.S.: Semiconductor products maintain strong growth momentum since 2025
- Forced Labor Investigation: Over 40% of Vietnamese goods are tariff-exempt
- Effective Tariff Rate: Vietnam holds a moderate tariff advantage
- Vietnamese Garments: Competitive edge driven by quality and supply chain resilience
- Footwear Exports from Vietnam: Competitive edge driven by quality and supply chain resilience
- BSC’s Viewpoint
Global Macroeconomics
- Global Macroeconomics: Geopolitical risks and trade policies impede growth momentum
- Global Monetary Policy: Inflationary pressures fueled by war
- Global Commodity Prices and Stock Market Performance
- Vietnam Macroeconomics
- Forecasts for Selected Vietnam Macroeconomic Indicators
- Key Policy Highlights
- A Bumpy Road Ahead
- Credit–Deposit Gap Widened in July
- Interim Solutions Leveraged to Unlock Liquidity
- War Puts Upward Pressure on Energy Prices During the Month
- Public Investment Disbursement: Witnessing a Breakthrough in July
- Exchange Rate Remains Stable Despite Wide Trade Deficit
- Industrial Production and FDI Grow Stably in Line with Trade Flows
- Primary Bond Market
- Vietnam Macroeconomic Heatmap
Vietnam Stock Market
- Market Underwent a Sharp Correction in July
- VN-Index Valuation Discounted to Attractive Levels
- Market Trading Liquidity Remained Subdued
- New Securities Accounts Opened Reached a One-Year Low
- Foreign Investors Continued Net-Selling Trend
- Divergent Trading Flows Between Domestic and Foreign ETFs
- Derivatives Market Rebounded Actively
- Market Breadth Tilted Negative During the Month
- PAT Growth & Sector Performance: A Polarized Picture in 7M2026
- Investment Returns of BSC30 and BSC50 vs. VN-Index
- BSC30 and BSC50 Portfolios
Appendix
- August 2026 Event Calendar
- 2026 Full-Year Event Calendar
- Domestic and Global Stock Market Performance
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