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    • Lưu Trọng An Hà (Harvey Luu Trong)
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    March 12, 2026
    Vốn đi đường nào: cấu trúc quỹ, công ty mẹ và SPV trên trục Singapore – Việt Nam — Lotus Investment Group
    March 12, 2026
    Categories
    • Vietnam Economy

    Singapore Vietnam Investment Structuring: Funds and SPVs

    How Singapore Vietnam investment structuring actually works: fund domicile, holding companies, and SPV mechanics that route capital into Vietnamese assets.
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    March 12, 2026
    Hành lang vốn Singapore – Việt Nam: trục tài chính – công nghiệp định hình dòng đầu tư ASEAN — Lotus Investment Group
    March 12, 2026
    Categories
    • Vietnam Economy

    Singapore Vietnam Economic Ties: The Capital Corridor

    Singapore Vietnam economic ties now form a capital corridor linking Singapore's finance with Vietnam's industry, reshaping ASEAN investment flows.
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    March 11, 2026
    Một tỷ USD bán dẫn vào Việt Nam: vốn rót thế nào, nhà máy dựng ra sao — Lotus Investment Group
    March 11, 2026
    Categories
    • Vietnam Economy

    Vietnam Semiconductor Supply Chain: How a $1bn Fab Gets Built

    Inside the Vietnam semiconductor supply chain: how phased capital, cleanroom build-out, gas and chemical logistics, tooling imports and yield ramp turn $1bn into a fab.
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    March 11, 2026
    Một tỷ USD bán dẫn Hà Lan: cơ hội và bài kiểm tra thật cho hệ sinh thái công nghệ Việt Nam — Lotus Investment Group
    March 11, 2026
    Categories
    • Vietnam Economy

    Vietnam Semiconductor Investment: The $1B Dutch Test

    A $1 billion Dutch chip plant is both a milestone and a real test of Vietnam semiconductor investment readiness — infrastructure, talent and governance.
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    March 10, 2026
    Khi hạ tầng giao thông đồng bộ định giá lại đất công nghiệp Việt Nam — Lotus Investment Group
    March 10, 2026
    Categories
    • Vietnam Economy

    Vietnam Transport Land Value: Connectivity Reprices Assets

    How synchronised infrastructure resets Vietnam transport land value: connectivity reprices industrial corridors, redirects FDI and redraws the map.
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    March 10, 2026
    Đồng bộ hạ tầng giao thông: phần vốn ẩn phía sau mô hình tăng trưởng của Việt Nam — Lotus Investment Group
    March 10, 2026
    Categories
    • Vietnam Economy

    Vietnam Transport Synchronisation: The Hidden Capital

    Vietnam transport synchronisation turns scattered projects into logistics corridors — cutting costs, signalling execution capacity and drawing industrial capital.
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    March 9, 2026
    Vốn FDI giải ngân và con đường nâng hạng tín nhiệm của Việt Nam — Lotus Investment Group
    March 9, 2026
    Categories
    • Vietnam Economy

    Vietnam FDI Sovereign Risk Repricing and Rating Upgrades

    How Vietnam FDI sovereign risk repricing works: non-debt-creating capital strengthens the external position and balance of payments toward a rating upgrade.
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    March 9, 2026
    Đọc số giải ngân FDI: khoảng cách vốn đăng ký và vốn thực hiện đang khép lại — Lotus Investment Group
    March 9, 2026
    Categories
    • Vietnam Economy

    Vietnam FDI Disbursement Data: The Gap Narrows

    Vietnam FDI disbursement data hit a five-year high as the gap between registered and realised capital narrows. Why disbursement is speeding up.
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    March 6, 2026
    Canh bạc khí thay than: rủi ro chuyển dịch năng lượng đằng sau dự án LNG Nghệ An — Lotus Investment Group
    March 6, 2026
    Categories
    • Vietnam Economy

    Vietnam LNG Energy Transition Risk: The Gas-vs-Coal Bet

    Vietnam LNG energy transition risk read through PDP8 and JETP: how the $2.3bn Nghe An gas project tests the gas-vs-coal bridge bet and stranded-asset exposure.
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    March 6, 2026
    Thương vụ 2,3 tỷ USD của SK tại Quỳnh Lập: vốn Hàn Quốc đặt cược vào điện khí Việt Nam — Lotus Investment Group
    March 6, 2026
    Categories
    • Vietnam Economy

    SK Quynh Lap LNG Award: Korean Capital Bets on Vietnam

    Inside SK's $2.3 billion SK Quynh Lap LNG award in Nghe An: the Korean group's strategy, the consortium structure, and what Korean capital entering Vietnam power means.
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    March 5, 2026
    Sau Luật Đầu tư 2026: nhà đầu tư nên hành động thế nào, không phải luật viết gì — Lotus Investment Group
    March 5, 2026
    Categories
    • Vietnam Economy

    Vietnam Investment Law Strategy: An Investor’s Playbook

    A Vietnam investment law strategy playbook for 2026: how investors should structure deals, sequence market entry and position competitively beyond compliance.
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    March 5, 2026
    Luật Đầu tư 2026: những điều khoản thực sự thay đổi — Lotus Investment Group
    March 5, 2026
    Categories
    • Vietnam Economy

    Vietnam Law on Investment 2026: What Changes

    What the Vietnam Law on Investment 2026 actually changes: approval tiers, registration certificates, conditional sectors, incentives, statutory timelines, provincial powers.
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    March 4, 2026
    Rời khâu lắp ráp: Việt Nam đang leo lên đâu trên chuỗi giá trị công nghiệp — Lotus Investment Group
    March 4, 2026
    Categories
    • Vietnam Economy

    Vietnam Manufacturing Value Chain Upgrade: Beyond Assembly

    A Vietnam manufacturing value chain upgrade is underway — moving from low-value assembly to localisation depth, supplier capability, and higher value capture.
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    March 4, 2026
    Bên trong tổ hợp chế tạo 70 triệu USD của Thaco tại Đà Nẵng — Lotus Investment Group
    March 4, 2026
    Categories
    • Vietnam Economy

    Inside the Thaco Danang Manufacturing Complex

    A close look at Thaco's $70 million Danang manufacturing complex: what it builds, where it sits on the central corridor, capital deployment, ramp-up and the skilled jobs it needs.
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    March 3, 2026
    FDI vào TP.HCM năm 2026: thị trường định giá lại rủi ro của một nền tảng vốn đô thị — Lotus Investment Group
    March 3, 2026
    Categories
    • Vietnam Economy

    HCMC FDI 2026 Repricing: Urban Capital Platform

    Nearly $980M into Ho Chi Minh City early in 2026 marks an HCMC FDI 2026 repricing of risk — a maturing urban capital platform, not a seasonal inflow.
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    March 3, 2026
    Gần 980 triệu USD vốn FDI đầu năm 2026 của TP.HCM: tín hiệu củng cố cơ cấu vốn, không chỉ là con số — Lotus Investment Group
    March 3, 2026
    Categories
    • Vietnam Economy

    HCMC 980 Million Investment: Structural Capital Signal

    HCMC's nearly $980 million investment in early 2026 signals structural capital consolidation, not just inflow volume — sector quality, macro discipline, absorption.
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    March 2, 2026
    Khách sạn như một lớp tài sản tổ chức: thương vụ 537 triệu USD nói gì về chiều sâu vốn của bất động sản nghỉ dưỡng Việt Nam — Lotus Investment Group
    March 2, 2026
    Categories
    • Vietnam Economy

    Vietnam Hospitality Real Estate: A $537M Repricing

    A $537M hotel deal reclassifies Vietnam hospitality real estate as an institutional asset class — yield compression, leverage discipline and exit liquidity.
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    March 2, 2026
    Thương vụ khách sạn 537 triệu USD: vốn thể chế bắt đầu xoay vòng trên thị trường bất động sản Việt Nam — Lotus Investment Group
    March 2, 2026
    Categories
    • Vietnam Economy

    Vietnam Hotel Transaction: $537 Million Signal

    The $537 million Vietnam hotel transaction marks institutional capital recycling — yield re-pricing, FX stability and tourism durability across the cycle.
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    February 27, 2026
    Tái cân bằng lõi ASEAN: Việt Nam – Indonesia và bài toán dịch chuyển trọng tâm kinh tế khu vực — Lotus Investment Group
    February 27, 2026
    Categories
    • Vietnam Economy

    Vietnam ASEAN Rebalancing: The Indonesia Axis

    A deeper Hanoi–Jakarta alignment is the core of Vietnam ASEAN rebalancing — shifting the bloc's economic centre through trade, energy and supply chains.
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    February 27, 2026
    Việt Nam – Indonesia: hành lang kinh tế có thể vẽ lại cán cân quyền lực nội khối ASEAN — Lotus Investment Group
    February 27, 2026
    Categories
    • Vietnam Economy

    Vietnam Indonesia Economic Ties: ASEAN’s Corridor

    Vietnam Indonesia economic ties stay shallow versus scale. Maritime, mineral, energy and capital-market integration could make it an ASEAN anchor.
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    February 26, 2026
    China+1 và logic rải vốn: vì sao tự chủ chiến lược châu Âu chọn Việt Nam — Lotus Investment Group
    February 26, 2026
    Categories
    • Vietnam Economy

    European China+1 in Vietnam: Strategic Reallocation

    Why Europe's China+1 strategy and strategic-autonomy doctrine pull industrial capital into Vietnam: the geopolitical derisking logic and Vietnam's structural fit.
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    February 26, 2026
    Từ thuế quan EVFTA đến nhà máy: khi ưu đãi thương mại biến thành vốn đầu tư thật — Lotus Investment Group
    February 26, 2026
    Categories
    • Vietnam Economy

    European Investment Vietnam EVFTA: Trade Into Factories

    European investment in Vietnam under EVFTA only matters when trade gains turn into factories. Rules of origin, sectors and the unfinished EVIPA decide it.
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    February 25, 2026
    Hai cường quốc tầm trung tìm đến nhau: logic địa chính trị sau quan hệ Việt Nam - New Zealand — Lotus Investment Group
    February 25, 2026
    Categories
    • Vietnam Economy

    Middle Power Strategy in the Indo-Pacific: Vietnam-NZ

    Middle power strategy in the Indo-Pacific: why Vietnam and New Zealand align by pooling credibility, defending rules, and hedging without picking sides.
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    February 25, 2026
    Nội dung kinh tế của quan hệ Việt Nam - New Zealand: thương mại, các ngành và những việc cần làm — Lotus Investment Group
    February 25, 2026
    Categories
    • Vietnam Economy

    Vietnam New Zealand Trade Agenda: Sectors and Targets

    The Vietnam New Zealand trade agenda turns on two-way targets and concrete sectors: dairy, agriculture, education and aviation, plus the to-do list behind them.
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    February 24, 2026
    Đọc tín hiệu: mở cửa cổ phiếu Việt Nam nói gì với giới phân bổ vốn toàn cầu — Lotus Investment Group
    February 24, 2026
    Categories
    • Vietnam Economy

    Vietnam Market Reform Investor Signal: How to Read It

    Easing foreign equity access is a Vietnam market reform investor signal about intent and credibility. How global allocators should read the commitment behind it.
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    February 24, 2026
    Toàn bộ hộp công cụ cải cách thị trường: room ngoại, hạ tầng bù trừ, công bố tiếng Anh và công cụ kiểu chứng chỉ lưu ký — Lotus Investment Group
    February 24, 2026
    Categories
    • Vietnam Economy

    Vietnam Capital Market Reforms: The Foreign-Access Toolkit

    Vietnam capital market reforms reach past pre-funding: foreign room, a central counterparty, custody, English disclosure and NVDR-style instruments together open the market.
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    February 23, 2026
    Chủ quyền số và quyền kiểm soát chiến lược: vì sao bước mở rộng trung tâm dữ liệu của KKR và Singtel đang vẽ lại trật tự hạ tầng Đông Nam Á — Lotus Investment Group
    February 23, 2026
    Categories
    • Vietnam Economy

    Vietnam Digital Sovereignty Data: KKR-Singtel Bet

    KKR and Singtel's data centre push reframes Vietnam digital sovereignty data as a sovereign asset class, where energy and regulation decide the returns.
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    February 23, 2026
    KKR và Singtel rót thêm vốn trung tâm dữ liệu: kỷ luật vốn thay cho cơn say mở rộng — Lotus Investment Group
    February 23, 2026
    Categories
    • Vietnam Economy

    KKR Singtel Data Centre Vietnam: Capital Discipline

    The KKR Singtel data centre Vietnam and Southeast Asia push signals capital discipline over expansion hype — platform scale, power access, and regulatory stability.
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    February 20, 2026
    Hạ tầng công nghiệp như một chiến lược: vì sao chính khu công nghiệp mới là con hào giữ chân FDI — Lotus Investment Group
    February 20, 2026
    Categories
    • Vietnam Economy

    Vietnam Industrial Infrastructure Strategy: The FDI Moat

    Why Vietnam industrial infrastructure strategy, not tax breaks or cheap labour, is the real strategic moat that decides which regions keep FDI for the long run.
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    February 20, 2026
    Hải Phòng dồn sức cho công nghiệp hỗ trợ: chiều sâu công nghiệp thay chỗ lợi thế chi phí — Lotus Investment Group
    February 20, 2026
    Categories
    • Vietnam Economy

    Haiphong Supporting Industry: Depth Over Cost Advantage

    Haiphong supporting industry is shifting from cheap-cost advantage to supply-chain depth and governance — the layer that decides FDI staying power.
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    February 19, 2026
    Ai trả tiền cho đường sắt Anh – Việt: tín dụng xuất khẩu, vốn pha trộn và điều kiện vay được — Lotus Investment Group
    February 19, 2026
    Categories
    • Vietnam Economy

    UK Vietnam Rail Financing: Export Credit, Blended Capital, PPP

    UK Vietnam rail financing decoded: how UK Export Finance, blended capital, PPP risk allocation and land-value capture get urban rail to financial close.
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    February 19, 2026
    Hợp tác đường sắt Anh – Việt chạm vào đâu: bản đồ các dự án cụ thể — Lotus Investment Group
    February 19, 2026
    Categories
    • Vietnam Economy

    Vietnam Railway Projects UK Firms Could Touch: A Scope Map

    Which Vietnam railway projects UK cooperation reaches: the north-south high-speed line, Hanoi and HCMC metro networks, and freight corridors, and where British firms fit.
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    February 18, 2026
    Ai quyết định Quỳnh Lập: phân quyền phê duyệt và việc định giá lại rủi ro chính trị LNG — Lotus Investment Group
    February 18, 2026
    Categories
    • Vietnam Economy

    Vietnam LNG Governance Decentralisation: Who Decides Quynh Lap

    Vietnam LNG governance decentralisation at Quynh Lap shifts approval power from central to provincial authority, repricing political risk for energy investors.
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    February 18, 2026
    Đọc tiêu chí Quỳnh Lập để thấy ưu tiên điện khí của Quy hoạch điện VIII — Lotus Investment Group
    February 18, 2026
    Categories
    • Vietnam Economy

    Vietnam LNG PDP8 Policy: Reading the Quynh Lap Criteria

    Vietnam LNG PDP8 policy comes into focus through Quynh Lap's investor criteria — the priorities they reveal and the pipeline of next LNG projects to 2030.
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    February 17, 2026
    Du lịch di sản Huế nhìn như một loại tài sản: lợi suất, dòng vốn và bài toán con số — Lotus Investment Group
    February 17, 2026
    Categories
    • Vietnam Economy

    Hue Tourism Investment Economics: Yields, Capital and Returns

    Hue tourism investment economics treats heritage as an asset class: hospitality yields, who supplies the capital, and how to monetise heritage for returns.
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    February 17, 2026
    Huế định vị thế nào bên cạnh Hội An và Đà Nẵng: bài toán bản sắc cho một lộ trình nhiều thập kỷ — Lotus Investment Group
    February 17, 2026
    Categories
    • Vietnam Economy

    Hue Cultural Tourism Strategy: Positioning Beyond Hoi An

    Hue cultural tourism strategy hinges on positioning against Hoi An and Da Nang, balancing heritage conservation with development over a multi-decade roadmap.
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    February 16, 2026
    Con đường lên thị trường mới nổi: Việt Nam còn cách FTSE Russell bao xa, và dòng vốn nào sẽ đổ về — Lotus Investment Group
    February 16, 2026
    Categories
    • Vietnam Economy

    Vietnam Market Upgrade: The FTSE Path and Inflows

    The Vietnam market upgrade FTSE path: remaining settlement criteria, realistic timeline to emerging-market status, and the passive and active inflows it unlocks.
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    February 16, 2026
    Bỏ ký quỹ trước giao dịch: cơ chế Thông tư 68/2024 mở khóa dòng vốn tổ chức ngoại — Lotus Investment Group
    February 16, 2026
    Categories
    • Vietnam Economy

    Vietnam Non-Prefunding Rule: How Circular 68 Works

    How Vietnam's non-prefunding rule under Circular 68/2024 actually works: brokers absorb settlement risk so foreign institutions no longer pre-fund trades.
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    February 13, 2026
    Đưa thương vụ về trong nước: Trung tâm tài chính quốc tế biến Việt Nam thành nơi cấu trúc giao dịch xuyên biên giới — Lotus Investment Group
    February 13, 2026
    Categories
    • Vietnam Economy

    Vietnam IFC Cross-Border Structuring: Onshoring Deals

    How Vietnam IFC cross-border structuring lets M&A deals be built inside Vietnam — onshore holding vehicles, FX settlement, common-law contracts and repatriation.
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    February 13, 2026
    Từ ký kết đến hoàn tất: trung tâm tài chính quốc tế và cơ chế đóng thương vụ M&A ở Việt Nam — Lotus Investment Group
    February 13, 2026
    Categories
    • Vietnam Economy

    Vietnam IFC M&A Execution: From Signing to Completion

    How Vietnam's IFC fixes M&A execution — escrow, neutral payment rails, dispute resolution and completion certainty that get a signed deal closed without value leaking.
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    February 12, 2026
    Bóc tách khoản 81 triệu USD của Canada: tiền chảy qua đâu, rót vào việc gì — Lotus Investment Group
    February 12, 2026
    Categories
    • Vietnam Economy

    Canada’s 81 Million Vietnam Funding: Where It Goes

    Breaking down Canada's 81 million Vietnam funding by channel and instrument — Global Affairs grants, FinDev Canada development finance, and the projects it targets.
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    February 12, 2026
    Từ viện trợ rời rạc sang vốn có cấu trúc: khoản tài trợ của Canada đánh dấu bước thể chế hóa quan hệ với Việt Nam — Lotus Investment Group
    February 12, 2026
    Categories
    • Vietnam Economy

    Canada Vietnam Institutional Capital: From Aid to Structure

    Canada's pledge marks Canada Vietnam institutional capital — a shift from ad-hoc aid to structured, development-finance-led engagement built on durable frameworks.
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    February 11, 2026
    TP.HCM khởi công bốn dự án hạ tầng trọng điểm: tín hiệu tăng trưởng dựa trên thực thi — Lotus Investment Group
    February 11, 2026
    Categories
    • Vietnam Economy

    HCMC Infrastructure Construction Signals Execution-Led Growth

    Ho Chi Minh City starts construction of four key projects at once. Here's why HCMC infrastructure construction now defines urban credibility for investors.
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    February 10, 2026
    Schwalbe mở rộng tại Việt Nam: tín hiệu châu Âu tái định hình chuỗi cung ứng xuất khẩu — Lotus Investment Group
    February 10, 2026
    Categories
    • Vietnam Economy

    European Manufacturing Vietnam Shift: Schwalbe’s Signal

    Schwalbe's distribution expansion marks a European manufacturing Vietnam shift — supply chains reorganising around compliance, transparency and trade maturity.
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    February 10, 2026
    Vì sao Schwalbe mở rộng tại Việt Nam: niềm tin chuyển từ giá rẻ sang độ tin cậy — Lotus Investment Group
    February 10, 2026
    Categories
    • Vietnam Economy

    Schwalbe Vietnam Manufacturing: From Cost to Trust

    Schwalbe Vietnam manufacturing expands into export distribution, signalling Vietnam's shift from low-cost production to a trusted, reliable export platform.
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    February 9, 2026
    AQUA Việt Nam cam kết tới 2045: khi nhà sản xuất điện gia dụng đặt cược dài hạn vào năng lực công nghiệp Việt Nam — Lotus Investment Group
    February 9, 2026
    Categories
    • Vietnam Economy

    Aqua Vietnam Manufacturing Investment: The 2045 Bet

    AQUA's 2045 horizon and VND1.54 trillion capital base make Aqua Vietnam manufacturing investment a real test of long-horizon factory confidence in Dong Nai.
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    February 9, 2026
    Vì sao cam kết 2045 của Aqua Việt Nam là một ván cược cấu trúc vào kinh tế tiêu dùng dài hạn — Lotus Investment Group
    February 9, 2026
    Categories
    • Vietnam Economy

    Aqua Vietnam Investment 2045: A Structural Bet

    Why Aqua Vietnam's investment 2045 commitment is a structural bet on Vietnam's long-term consumer economy, where duration signals investor confidence.
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    February 6, 2026
    Vì sao Sumitomo chọn Cần Thơ: công nghiệp đang rời lõi Đông Nam Bộ về Đồng bằng sông Cửu Long — Lotus Investment Group
    February 6, 2026
    Categories
    • Vietnam Economy

    Can Tho Mekong Delta Industrial Shift: Why Sumitomo Moved

    Sumitomo's Can Tho bet signals industry shifting from the saturated HCMC core into the Mekong Delta. Why Can Tho, why now, and what it means.
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    February 6, 2026
    Nền tảng hạ tầng công nghiệp của Sumitomo tại Việt Nam: ba thập niên một chiến lược nhiều khu — Lotus Investment Group
    February 6, 2026
    Categories
    • Vietnam Economy

    Sumitomo Vietnam Industrial Parks: A 30-Year Platform

    Sumitomo Vietnam industrial parks span three decades and many provinces, run on the Japanese trading-house model that sells an ecosystem, not just land.
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    February 5, 2026
    Vốn nào cho điện khí Quỳnh Lập: bài toán khả vay khi không còn bảo lãnh chính phủ — Lotus Investment Group
    February 5, 2026
    Categories
    • Vietnam Economy

    Quynh Lap LNG Financing: Bankability Without a Guarantee

    Quynh Lap LNG financing bankability turns on the PPA, the Qc offtake floor, the missing government guarantee, foreign versus domestic lenders and blended finance.
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    February 5, 2026
    Việt Nam chuyển sang chọn nhà đầu tư điện khí theo cạnh tranh: cánh cửa mới cho vốn ngoại — Lotus Investment Group
    February 5, 2026
    Categories
    • Vietnam Economy

    Vietnam LNG Investor Selection Turns Competitive

    Quỳnh Lập marks a shift in Vietnam LNG investor selection — from designating SOEs and insiders to open, criteria-based competition, opening a door for foreign capital.
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    February 4, 2026
    Việt Nam học được gì từ đường sắt Anh: chuyển giao công nghệ và xây dựng năng lực nội địa — Lotus Investment Group
    February 4, 2026
    Categories
    • Vietnam Economy

    Vietnam Rail Technology Transfer: Skills, Standards, Supply

    What Vietnam gains from UK rail cooperation: engineering know-how, training, signalling standards. Why Vietnam rail technology transfer outlasts the trains.
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    February 4, 2026
    Đường ray và địa chiến lược: hợp tác đường sắt Anh tại Việt Nam trong thế xoay trục Ấn Độ Dương - Thái Bình Dương — Lotus Investment Group
    February 4, 2026
    Categories
    • Vietnam Economy

    UK Vietnam Strategic Infrastructure: Rail as Diplomacy

    UK Vietnam strategic infrastructure ties run through rail: Britain's Indo-Pacific tilt, CPTPP accession and how infrastructure diplomacy outlasts joint statements.
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    February 3, 2026
    Trung tâm tài chính quốc tế nới sân chơi M&A: thương vụ lớn hơn, người mua sâu hơn — Lotus Investment Group
    February 3, 2026
    Categories
    • Vietnam Economy

    Vietnam IFC M&A Scale: Bigger Deals, Deeper Buyers

    Vietnam IFC M&A scale is the real story: the IFC lifts deal-size ceilings, deepens the buyer pool and brings sophisticated dealmaking within reach onshore.
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    February 3, 2026
    Bộ máy thị trường vốn của trung tâm tài chính Việt Nam: bù trừ trung tâm, lưu ký và thanh toán trái phiếu — Lotus Investment Group
    February 3, 2026
    Categories
    • Vietnam Economy

    Vietnam Capital Market Infrastructure: The IFC Plumbing

    Vietnam capital market infrastructure — central counterparty, securities depository, bond settlement and benchmark rates — is the plumbing an IFC needs before scale.
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    February 2, 2026
    Đối tác Chiến lược Toàn diện EU–Việt Nam: bước nâng cấp cấu trúc cho môi trường đầu tư Việt Nam — Lotus Investment Group
    February 2, 2026
    Categories
    • Vietnam Economy

    EU Vietnam Strategic Partnership: Investment Upgrade

    The EU Vietnam strategic partnership is a structural upgrade to Vietnam's investment environment — institutional convergence that reshapes capital and risk.
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    February 2, 2026
    Đối tác chiến lược toàn diện EU–Việt Nam: bản đồ thương mại và đầu tư vẽ lại theo luật chơi mới — Lotus Investment Group
    February 2, 2026
    Categories
    • Vietnam Economy

    EU Vietnam Trade Investment Partnership: New Rules

    The EU Vietnam trade investment partnership turns market access into a compliance architecture — reshaping ESG-screened capital, sector readiness and execution risk.
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    January 30, 2026
    Quỳnh Lập từ trên giấy tới dòng điện đầu tiên: bài toán xây dựng được của điện khí LNG — Lotus Investment Group
    January 30, 2026
    Categories
    • Vietnam Economy

    Quynh Lap LNG Execution Risk: From Award to First Power

    Quynh Lap LNG execution risk turns on PPA terms, contracted offtake (Qc), financial close and EPC delivery — whether the plant gets built on schedule.
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    January 30, 2026
    Đường sắt Anh – Việt: làm được và vận hành được mới là bài toán khó — Lotus Investment Group
    January 30, 2026
    Categories
    • Vietnam Economy

    UK Vietnam Rail Delivery: Execution and Capability Build

    UK Vietnam rail delivery in depth: programme management, systems integration, local-content build, O&M handover and standards adoption that decide execution.
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    January 30, 2026
    Từ mua sắm sang đối tác: mô hình mới trong hợp tác đường sắt Anh – Việt — Lotus Investment Group
    January 30, 2026
    Categories
    • Vietnam Economy

    UK Vietnam Rail Partnership Model: Beyond Procurement

    The UK Vietnam rail partnership model is replacing buyer-seller procurement with a lifecycle partnership that reshapes risk, reward and capability for both sides.
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    January 28, 2026
    Xây Huế thành trung tâm văn hoá - du lịch quốc tế: bài toán trình tự thi công và phân kỳ vốn — Lotus Investment Group
    January 28, 2026
    Categories
    • Vietnam Economy

    Hue Cultural Tourism Development: Sequencing and Capital

    How Hue cultural tourism development gets sequenced: conservation first, phased hospitality capital, connectivity, and year-round yield over peak-season volume.
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    January 28, 2026
    Huế lên thành phố trực thuộc trung ương: định danh chính sách thực sự thay đổi điều gì — Lotus Investment Group
    January 28, 2026
    Categories
    • Vietnam Economy

    Hue Centrally Governed City Policy: What Changes

    What the 14th National Party Congress designation of Hue as a centrally governed city and cultural hub changes — the Hue centrally governed city policy mechanics.
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    January 27, 2026
    Lấp khoảng trống năng lực FDI của Việt Nam cần chiều sâu thể chế, không chỉ là vốn — Lotus Investment Group
    January 27, 2026
    Categories
    • Vietnam Economy

    Vietnam FDI Capability Gap: Institutions Over Capital

    Closing the Vietnam FDI capability gap takes institutional depth, not just capital — stronger institutions, deeper domestic enterprise, and execution discipline.
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    January 27, 2026
    Nâng chất FDI Việt Nam: những cải cách cơ cấu thực sự chuyển hóa dòng vốn ngoại — Lotus Investment Group
    January 27, 2026
    Categories
    • Vietnam Economy

    Vietnam FDI Structural Reform: Upgrading Capital Quality

    Vietnam FDI structural reform turns on specific mechanisms — supplier linkages, technology transfer, local-content depth and supporting industries — not incentives.
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    January 26, 2026
    Sức nặng khu vực của Việt Nam được dựng trên thể chế, không phải ngoại giao — Lotus Investment Group
    January 26, 2026
    Categories
    • Vietnam Economy

    Vietnam Institutional Regional Power: The Economic Basis

    Vietnam institutional regional power rests on economic governance, trade-agreement leadership and capital discipline — the institutional, not diplomatic, basis of its weight.
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    January 26, 2026
    Vì sao vị thế trung gian của Việt Nam trở thành phần thưởng vốn — Lotus Investment Group
    January 26, 2026
    Categories
    • Vietnam Economy

    The Vietnam Geopolitical Investment Premium, Explained

    How Vietnam's middle-power neutrality becomes a measurable geopolitical investment premium for FDI, why the China-plus-one premium holds, and what erodes it.
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    January 23, 2026
    Hạ tầng TP.HCM bước sang giai đoạn thi công: phép thử năng lực thực thi — Lotus Investment Group
    January 23, 2026
    Categories
    • Vietnam Economy

    Ho Chi Minh City Infrastructure: From Planning to Delivery

    Ho Chi Minh City infrastructure has shifted from planning to construction. Why execution, not ambition, now decides investor confidence and capital flows.
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    January 23, 2026
    Bốn nguồn vốn cho hạ tầng TP. Hồ Chí Minh và cách ráp chúng lại với nhau — Lotus Investment Group
    January 23, 2026
    Categories
    • Vietnam Economy

    Ho Chi Minh City Infrastructure Financing: Four Channels

    How Ho Chi Minh City infrastructure financing actually works: municipal bonds, PPP, blended ODA, and land-value capture, and the sequencing that ties them together.
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    January 22, 2026
    Canada và Việt Nam: bản đồ một mối quan hệ kinh tế đang chín dần — Lotus Investment Group
    January 22, 2026
    Categories
    • Vietnam Economy

    The Canada Vietnam Strategic Relationship, Mapped

    From aid to trade: how the Canada Vietnam strategic relationship matured through CPTPP, growing two-way trade, and the sectors Canadian capital now targets.
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    January 22, 2026
    Khơi dòng vốn vào Việt Nam: vốn không thiếu, chất lượng dự án mới là cửa ải — Lotus Investment Group
    January 22, 2026
    Categories
    • Vietnam Economy

    Vietnam Project Bankability: Unlocking Capital Flows

    Vietnam project bankability now decides capital flows more than abundance. Structure, regulatory clarity and execution credibility are what unlock investment.
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    January 21, 2026
    Việt Nam đứng thứ 38 về ứng dụng AI: dấu hiệu xây năng lực, không phải làm màu — Lotus Investment Group
    January 21, 2026
    Categories
    • Vietnam Economy

    Vietnam AI Adoption: Capability, Not Hype (Ranked 38th)

    Ranked 38th globally, Vietnam AI adoption signals durable capability building over hype — applied use, institutional capacity, talent depth and pragmatic capital.
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    January 21, 2026
    ASML đặt cược vào Việt Nam: tín hiệu về vị thế mới trong chuỗi cung ứng công nghệ cao — Lotus Investment Group
    January 21, 2026
    Categories
    • Vietnam Economy

    ASML Vietnam Semiconductor: A Signal on Trajectory

    ASML's Vietnam semiconductor commitment signals confidence in trajectory — institutions, talent and industrial strategy — not an overnight manufacturing shift.
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    January 20, 2026
    Việt Nam dẫn đầu ASEAN về xe điện: lợi thế đến từ quy mô và thực thi, không phải trợ cấp — Lotus Investment Group
    January 20, 2026
    Categories
    • Vietnam Economy

    Vietnam ASEAN EV Leadership: Scale Over Subsidies

    Vietnam ASEAN EV leadership is built on scale and execution, not subsidies — reshaping the region's supply chains, technical standards and capital flows.
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    January 20, 2026
    Việt Nam và lối đi cường quốc tầm trung: ảnh hưởng ngoại giao đang trở lại — Lotus Investment Group
    January 20, 2026
    Categories
    • Vietnam Economy

    Vietnam Regional Diplomatic Influence: A Middle Power Rising

    Vietnam regional diplomatic influence is re-emerging as a middle power balancing major powers, deepening its ASEAN role and turning neutrality into strategic weight.
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    January 20, 2026
    Vị thế khu vực của Việt Nam: nền móng ngoại giao và kinh tế — Lotus Investment Group
    January 20, 2026
    Categories
    • Vietnam Economy

    Vietnam Regional Influence: Diplomatic and Economic Roots

    What gives Vietnam its regional influence: its ASEAN role, FTA-hub status, and middle-power balancing, read through the diplomatic and economic sources.
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    January 20, 2026
    Đà xe điện của Việt Nam: vì sao cả khu vực đang lấy đó làm thước đo — Lotus Investment Group
    January 20, 2026
    Categories
    • Vietnam Economy

    Vietnam EV Momentum Is Reshaping ASEAN Markets

    Vietnam EV momentum is reshaping ASEAN supply chains, standards and capital flows. Why the region now treats Vietnam's electric-vehicle lead as a template.
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    January 16, 2026
    Vì sao Việt Nam dẫn đầu ASEAN về xe điện: khớp cấu trúc, không phải đà nhất thời — Lotus Investment Group
    January 16, 2026
    Categories
    • Vietnam Economy

    Vietnam EV Leadership in ASEAN: Structure, Not Hype

    Vietnam EV leadership in ASEAN rests on domestic manufacturing, urban demand and energy-transition alignment: structural forces, not temporary momentum.
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    January 15, 2026
    Quan hệ đối tác: cỗ máy quyết định của tài chính bền vững ở Việt Nam — Lotus Investment Group
    January 15, 2026
    Categories
    • Vietnam Economy

    Vietnam Strategic Partnerships in Sustainable Finance

    Vietnam strategic partnerships are becoming the decisive engine of sustainable finance, aligning government, banks, development partners and private capital.
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    January 14, 2026
    FDI 38,42 tỷ USD năm 2025: Việt Nam chuyển từ thu hút vốn sang giữ chân vốn — Lotus Investment Group
    January 14, 2026
    Categories
    • Vietnam Economy

    Vietnam FDI 38 Billion Inflow: From Attraction to Commitment

    Vietnam's FDI 38 billion inflow in 2025 marks a shift from attracting capital to retaining it — reinvestment, manufacturing consolidation and M&A signal durability.
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    January 13, 2026
    Nhà máy điện khí LNG Nghi Sơn 2,1 tỷ USD: phép thử về khả năng huy động vốn cho giai đoạn năng lượng kế tiếp của Việt Nam — Lotus Investment Group
    January 13, 2026
    Categories
    • Vietnam Economy

    Nghi Son LNG Power Project: A Bankability Test

    The $2.1 billion Nghi Son LNG power project has stalled not for lack of demand but bankability — what investor selection really hinges on in Thanh Hoa.
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    January 12, 2026
    Canh bạc 2 tỷ USD của TP.HCM: đặt cược vào công suất tính toán AI quy mô siêu lớn — Lotus Investment Group
    January 12, 2026
    Categories
    • Vietnam Economy

    HCMC 2 Billion AI Data Centre: The Capacity Bet

    Ho Chi Minh City's HCMC 2 billion AI data centre bet targets 200MW and 100,000 GPUs — a wager on hyperscale compute capacity, not just storage.
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    January 9, 2026
    Hợp tác công–tư ở Việt Nam: từ huy động vốn sang một mô hình quản trị hạ tầng — Lotus Investment Group
    January 9, 2026
    Categories
    • Vietnam Economy

    Vietnam PPP Infrastructure Model: A Structural Shift

    Vietnam's PPP infrastructure model is moving from raising private capital to a governance model built on risk sharing, coordination and execution discipline.
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    January 8, 2026
    Vì sao Nghị định 312 là bước ngoặt tài chính cho thị trường PPP Việt Nam — Lotus Investment Group
    January 8, 2026
    Categories
    • Vietnam Economy

    Vietnam Decree 312 PPP Finance: A Turning Point

    Vietnam Decree 312 PPP finance reform fixes liquidity timing, verification and the 50% payment cap — a financial reset that could reshape PPP bankability.
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    January 7, 2026
    Mạng lưới trung tâm dữ liệu AI 1 tỷ USD: đọc kỹ một thương vụ cụ thể — Lotus Investment Group
    January 7, 2026
    Categories
    • Vietnam Economy

    Vietnam 1 Billion AI Data Centre: Inside the Deal

    Vietnam's proposed 1 billion AI data centre network: who's behind it, the global-alliance structure, the missing MW figure, and what this specific deal signals.
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    January 6, 2026
    Cỗ máy xúc tiến: Việt Nam đi chào vốn ngoại như thế nào — Lotus Investment Group
    January 6, 2026
    Categories
    • Vietnam Economy

    Vietnam Investment Promotion Missions: Courting Capital

    How Vietnam investment promotion missions, roadshows, and promotion agencies court foreign capital — the outreach machinery, targeting, and aftercare that win deals.
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    January 5, 2026
    Đọc tồn lượng vốn FDI của TP. Hồ Chí Minh: 83,7 tỷ USD nói gì về nền kinh tế thật của thành phố — Lotus Investment Group
    January 5, 2026
    Categories
    • Vietnam Economy

    Ho Chi Minh City FDI Stock: Reading the USD 83.7B Base

    Ho Chi Minh City FDI stock reached USD 83.7 billion. What cumulative capital, not annual inflow, reveals about the city's sectors, reinvestment and concentration.
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    January 2, 2026
    Nghị quyết 222/2025/QH15: đạo luật khai sinh trung tâm tài chính quốc tế của Việt Nam — Lotus Investment Group
    January 2, 2026
    Categories
    • Vietnam Economy

    Vietnam IFC Establishment Resolution 222/2025/QH15

    Resolution 222/2025/QH15 is Vietnam's IFC establishment resolution: passed 27 June 2025, effective 1 September 2025, it legally creates the financial centre.
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    January 1, 2026
    83,7 tỷ USD vốn FDI tích lũy của TP.HCM: khi quy mô tự nó nói điều gì về độ chín đầu tư của Việt Nam — Lotus Investment Group
    January 1, 2026
    Categories
    • Vietnam Economy

    Ho Chi Minh City FDI 83.7 Billion: A Maturity Signal

    Ho Chi Minh City FDI of 83.7 billion is less a milestone than a maturity signal — what scale now means for reinvestment, infrastructure and capital quality.
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    December 29, 2025
    Chiến lược chuỗi cung ứng của Việt Nam: vì sao xúc tiến thương mại và cải cách hải quan giờ là hạ tầng kinh tế cốt lõi — Lotus Investment Group
    December 29, 2025
    Categories
    • Vietnam Economy

    Vietnam Supply Chain Strategy: Customs Is Now Core

    Why Vietnam supply chain strategy now hinges on trade promotion and customs reform as core economic infrastructure for speed, reliability and compliance.
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    December 26, 2025
    Chiến lược tăng trưởng xanh: cuộc tái cân chỉnh cấu trúc cho phát triển dài hạn của Việt Nam — Lotus Investment Group
    December 26, 2025
    Categories
    • Vietnam Economy

    Vietnam Green Growth Strategy: A Structural Reset

    The Vietnam green growth strategy is a structural reset of long-term development, reshaping energy, infrastructure, green finance and investor choices.
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    December 25, 2025
    Cơ chế thí điểm của Quốc hội: mô hình tăng tốc mới cho dự án lớn ở Hà Nội — Lotus Investment Group
    December 25, 2025
    Categories
    • Vietnam Economy

    Vietnam Pilot Mechanisms Reform: Hanoi’s New Model

    The National Assembly's Vietnam pilot mechanisms reform lets Hanoi accelerate major projects by cutting the delay and uncertainty that wreck project economics.
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    December 24, 2025
    Hội nghị HDS: Việt Nam chuyển vai trong chuỗi cung ứng khu vực — Lotus Investment Group
    December 24, 2025
    Categories
    • Vietnam Economy

    Vietnam Supply Chain Role: HDS Summit Signal

    The HDS Summit reframed Vietnam's supply chain role from peripheral alternative to regional anchor — driven by infrastructure, trade integration and talent.
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    December 23, 2025
    Việt Nam đi ngược dòng giữa cơn chững lại của M&A toàn cầu — Lotus Investment Group
    December 23, 2025
    Categories
    • Vietnam Economy

    Vietnam M&A Resilience: Bucking the Global Slowdown

    While global dealmaking stalls, Vietnam M&A resilience holds firm — strategic investors, domestic demand and sector consolidation keep deals closing.
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    December 22, 2025
    Vốn và hiệu quả: bài toán quyết định tham vọng tăng trưởng 2026–2030 của Việt Nam — Lotus Investment Group
    December 22, 2025
    Categories
    • Vietnam Economy

    Vietnam Capital Efficiency: The 2026–2030 Test

    Vietnam capital efficiency, not expansion speed, now decides the 2026–2030 growth cycle: how the country funds, builds and runs infrastructure and energy.
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    December 19, 2025
    Tín hiệu chính sách mạnh hơn, nhu cầu tăng cao: vì sao y tế Việt Nam đang bước vào chu kỳ mở rộng — Lotus Investment Group
    December 19, 2025
    Categories
    • Vietnam Economy

    Vietnam Policy Investment Signals Lift Healthcare

    Stronger Vietnam policy investment signals and rising demand are pushing healthcare into a new expansion phase of reform, capital and digital health.
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    December 18, 2025
    Cải cách giáo dục nâng sức hút đầu tư của Việt Nam và đặt nền cho tăng trưởng dài hạn — Lotus Investment Group
    December 18, 2025
    Categories
    • Vietnam Economy

    Vietnam Education Reform: A Long-Term Investment Theme

    Vietnam education reform is sharpening governance and welcoming private capital, turning the sector into a durable investment theme for domestic and foreign investors.
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    December 17, 2025
    Hai mươi năm hợp tác trái phiếu Nhật Bản – ASEAN: bước sang giai đoạn chiến lược mới cho thị trường vốn khu vực — Lotus Investment Group
    December 17, 2025
    Categories
    • Vietnam Economy

    Japan ASEAN Bond Market: 20 Years, New Phase

    Two decades of Japan ASEAN bond market cooperation enter a new phase, with harmonisation, digitalisation and sustainable finance reshaping the region.
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    December 16, 2025
    Phú Thọ tăng tốc chuyển đổi số: phép thử cho một tỉnh cấp hai muốn nâng hạng cạnh tranh — Lotus Investment Group
    December 16, 2025
    Categories
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    Phu Tho Digital Transformation: A Province Upgrade Test

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