July 8, 2026
Vietnam 10 percent growth is the 2026 target no forecaster endorses. This checklist turns the gap into five verifiable jobs: power, capital, institutions, value, measurement.
July 8, 2026
The HCMC supercity now holds 23.5% of Vietnam's GDP. For investors the merger is a deal-flow funnel — and the counterweight forming in Dong Nai is the place to watch.
July 8, 2026
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.
July 8, 2026
Vietnam power sector investment stalls not on megawatts but on price: EVN loses 135 dong per kWh sold. What the Nhon Trach 3-4 deal unlocked.
July 6, 2026
Hanoi rose 40%, Sydney is the world's second-least affordable market. Why Australia's property beats Vietnam's on the return you can actually realise.
June 30, 2026
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.
June 29, 2026
Australia's per-capita recession ran seven straight quarters — the longest since 1973. Headline GDP grew; output per person didn't. An investor's read of the gap.
June 23, 2026
Vietnam GDP 2026: Hanoi targets 10%-plus growth, no major forecaster agrees. That gap between resolution and consensus is where the real bets sit.
May 8, 2026
Tôm Việt Nam POR19 cho thấy rủi ro thật của Việt Nam năm 2026 là biến động thủ tục: từ mức thuế quanh 4% lên 35,29% trong kết quả sơ bộ.
May 2, 2026
Vietnam FDI 2026 surged in Q1, but booking jurisdictions, China-linked supply chains and U.S. tariff risk complicate the China+1 story.
April 30, 2026
Lưu Trọng An Hà (Harvey Luu Trong), Founder of Lotus Investment Group, reflects on Lễ Giỗ Tổ Hùng Vương 2026 at Long Bình Temple, Ho Chi Minh City.