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    July 8, 2026
    Vietnam capital allocation — credit, bonds and FTSE upgrade analysis by Lotus Investment Group
    July 8, 2026
    Categories
    • Investment Insights
    • Vietnam Economy

    Vietnam Capital Allocation: Plenty of Money, Wrong Pipes

    Vietnam capital allocation is the real constraint: private credit runs at 125% of GDP yet flows to land, and 69% of 2024 bond issuance was banks funding themselves.
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    June 30, 2026
    Vietnam's FTSE upgrade — Lotus Investment Group cross-border investor analysis
    June 30, 2026
    Categories
    • Investment Insights
    • Vietnam

    Nâng hạng FTSE thật sự đổi điều gì cho thị trường Việt Nam

    Vietnam's FTSE upgrade takes effect 21 September 2026. It's a door, not a reward — the plumbing was fixed in 2024 and smart money already moved. An investor's read.
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