Title BSC Navigator | 09.2026: Vietnam – Policy direction toward year end
Report Type Phân tích vĩ mô
Source BSC
Bussiness HOSTC
Detail Date : 28/09/2026
Total pages : 0
Language : English
File Type : .PDF
FileSize : 3452 Kb
Download: 0
Download
Vote (You must be logged in to vote)
Short Content

Monthly Topic: Vietnam – Policy direction toward year end

  • The objectives and strategic direction of the Vietnamese government
  • Challenges: Inflation, liquidity and funding 
  • Policies and Solutions to address difficulties

 

Global macroeconomics

  • Global macroeconomy: Geopolitical risks and trade policies hinder growth momentum
  • Global monetary policies: Inflationary pressures from the war
  • Global commodity prices and stock markets

 

Vietnam macroeconomics

  • Vietnam macroeconomic Indicator forecasts
  • Notable policies
  • Growth momentum remains strong
  • Monetary policy: Supporting growth while maintaining macroeconomic stability
  • Short-term measures are being utilized to ease liquidity
  • Energy prices are the main driver of rising inflation
  • Disbursement of public investment: Accelerate progress
  • In line with the DXY trend, USDVND has cooled down
  • Industry and FDI maintain steady growth in tandem with trade
  • Primary bond market
  • Vietnam macroeconomic heatmap

 

Vietnam Stock Market

  • The market recovered in August, driven by market upgrade catalysts
  • VN-Index valuation remains in attractive range
  • Market liquidity remained subdued 
  • New securities account openings rise, but investors opt to stay on the sidelines
  • Foreign investors continued to maintain a net selling trend 
  • Domestic and foreign ETFs showed diverging trading trends 
  • Derivatives market remained active
  • Most sectors recorded positive performance in August
  • NPAT Growth & Sector Performance: A Divergent Picture Among Sectors
  • BSC30 and BSC50 performance compared to VN-Index 
  • BSC30
  • BSC50
  • Disclaimer

 

Appendix
Appendix: Calendar of Events - September 2026 
Appendix: 2026 Events calender 
Vietnam and International stock markets performance