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    • Lưu Trọng An Hà (Harvey Luu Trong)
    • Lưu Trọng An Hà
    May 15, 2026
    Tiền cho hạ tầng nước: lộ trình giá, mô hình BOT và bài toán giảm thất thoát — Lotus Investment Group
    May 15, 2026
    Categories
    • Vietnam Economy

    Vietnam Water Infrastructure Financing: Tariffs and BOT

    How Vietnam water infrastructure financing actually works: cost-recovery tariff paths, BOT risk-sharing, non-revenue water programmes and climate-resilience capital.
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    May 15, 2026
    Hạ tầng nước Việt Nam: nhà máy mới và những nút thắt mà công suất không tự gỡ — Lotus Investment Group
    May 15, 2026
    Categories
    • Vietnam Economy

    Vietnam Water Infrastructure: Capacity Versus Delivery

    A new plant adds capacity, but Vietnam water infrastructure still faces leaking networks, climate-stressed resources, below-cost tariffs and weak execution.
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    May 14, 2026
    Cẩm nang ra biển lớn cho doanh nghiệp Việt: chọn cách vào thị trường, thu xếp vốn, dựng bộ máy ở nước ngoài — Lotus Investment Group
    May 14, 2026
    Categories
    • Vietnam Economy

    Vietnam Cross-Border M&A Playbook: Entry, Financing, Governance

    A Vietnam cross-border M&A playbook for firms going global: how to pick a market-entry mode, finance the deal, build offshore governance and staff it.
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    May 14, 2026
    Doanh nghiệp Việt mở rộng ra quốc tế: cơ hội thật và bài kiểm tra năng lực triển khai — Lotus Investment Group
    May 14, 2026
    Categories
    • Vietnam Economy

    Vietnamese Firms International Expansion: Promise and Risk

    Vietnamese firms international expansion is a real opportunity, but governance, brand control and execution discipline decide whether it builds durable value.
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    May 13, 2026
    Cấu trúc một thương vụ đầu tư ra nước ngoài hợp pháp: từ phê duyệt, kiểm soát ngoại hối đến mô hình sở hữu — Lotus Investment Group
    May 13, 2026
    Categories
    • Vietnam Economy

    Vietnam Outbound Investment Structuring: A Deal Walkthrough

    How to structure legitimate Vietnam outbound investment: the approval chain, FX controls, holding structures and governance that separate strategy from capital flight.
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    May 13, 2026
    Đầu tư ra nước ngoài: cơ hội mở rộng vốn xuyên biên giới và cái giá của quản trị lỏng — Lotus Investment Group
    May 13, 2026
    Categories
    • Vietnam Economy

    Vietnam Overseas Investment: Opportunity and Governance Risk

    Vietnam overseas investment reform opens cross-border capital expansion, yet governance quality and oversight decide whether outbound capital builds or leaks value.
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    May 12, 2026
    Cho vay tiêu dùng quy mô lớn mà không vỡ: cơ chế thẩm định, chu kỳ nợ xấu và nguồn vốn — Lotus Investment Group
    May 12, 2026
    Categories
    • Vietnam Economy

    Consumer Credit Underwriting in Vietnam: Scaling Safely

    How Vietnam's consumer lenders scale credit safely: credit-bureau depth, NPL cycle management, funding mix and digital-lending risk controls through consolidation.
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    May 12, 2026
    Làn sóng hợp nhất tài chính tiêu dùng Việt Nam: quy mô đổi lấy gì, và chất lượng tín dụng phải gánh ra sao — Lotus Investment Group
    May 12, 2026
    Categories
    • Vietnam Economy

    Vietnam Consumer Finance Consolidation: Scale vs Risk

    Vietnam consumer finance consolidation promises scale and stronger institutions, but credit quality, liquidity and integration risk decide the real outcome.
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    May 11, 2026
    Từ bản ghi nhớ tới nhà máy: cỗ máy liên chính phủ Việt – Nhật vận hành thế nào — Lotus Investment Group
    May 11, 2026
    Categories
    • Vietnam Economy

    Japan Vietnam Bilateral Framework: From MOU to Project

    How the Japan Vietnam bilateral framework turns intergovernmental agreements and ODA-blended capital into operational projects, and where execution stalls.
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    May 11, 2026
    Phối hợp kinh tế Việt – Nhật: cơ hội nâng cấp công nghiệp và bài toán không để lệ thuộc một nguồn vốn — Lotus Investment Group
    May 11, 2026
    Categories
    • Vietnam Economy

    Japan Vietnam Economic Cooperation: Risk and Resilience

    Deeper Japan Vietnam economic cooperation lifts industry and capital flows, but concentration, value capture and execution risks decide whether it holds.
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    May 8, 2026
    Cấu trúc vốn cho khu đô thị đại học 227 tỷ USD: cách triển khai để né rủi ro công suất — Lotus Investment Group
    May 8, 2026
    Categories
    • Vietnam Economy

    Vietnam Education Infrastructure Financing: $227B Structure

    How to structure the $227B HCMC university urban area: demand forecasting, public-private models, asset-light capex and enrolment-linked revenue to manage utilisation risk.
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    May 8, 2026
    Khu đô thị đại học 227 tỷ USD ở TP.HCM: cơ hội nền kinh tế nhân tài và bài toán công suất sử dụng — Lotus Investment Group
    May 8, 2026
    Categories
    • Vietnam Economy

    Vietnam Education Infrastructure Investment: $227B Test

    A $227B HCMC university urban area reframes Vietnam education infrastructure investment as a strategic asset — talent upside against real utilisation risk.
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    May 7, 2026
    Leo lên chuỗi giá trị điện tử: bài toán nội địa hóa linh kiện và phần giá trị Việt Nam giữ lại — Lotus Investment Group
    May 7, 2026
    Categories
    • Vietnam Economy

    Vietnam Electronics Value Chain: Moving Beyond Assembly

    How Vietnam moves up the electronics value chain — local-content rules, component localisation economics and the mechanics of capturing more than assembly margin.
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    May 7, 2026
    Goertek mở rộng tại Bắc Ninh: Việt Nam ăn sâu vào chuỗi cung ứng điện tử, và cái giá của việc giữ chỗ — Lotus Investment Group
    May 7, 2026
    Categories
    • Vietnam Economy

    Vietnam Electronics Manufacturing: Goertek and the Real Test

    Goertek's Bac Ninh expansion deepens Vietnam electronics manufacturing in global supply chains — but dependency, margins and execution define the payoff.
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    May 6, 2026
    Một cảng nước sâu được nhượng quyền ra sao: mô hình chủ cảng, hợp đồng khai thác và bài toán nạo vét — Lotus Investment Group
    May 6, 2026
    Categories
    • Vietnam Economy

    Deep-Sea Port Concession: How Lien Chieu Is Structured

    How a deep-sea port concession works: the landlord-port model, the operator agreement, dredging cost-allocation and throughput-guarantee mechanics.
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    May 6, 2026
    Cảng nước sâu Liên Chiểu 1,76 tỷ USD: cơ hội nâng cấp thương mại và những ràng buộc thật phía sau — Lotus Investment Group
    May 6, 2026
    Categories
    • Vietnam Economy

    Lien Chieu Deep-Sea Port: Opportunity and Real Constraints

    The $1.76bn Lien Chieu deep-sea port is a genuine trade upgrade and a genuine test — demand, inland links, PPP financing and execution all have to hold.
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    May 5, 2026
    Bên trong một dự án nhà máy thông minh: bài toán hoàn vốn, tái đào tạo và rủi ro phụ thuộc nhà cung cấp — Lotus Investment Group
    May 5, 2026
    Categories
    • Vietnam Economy

    Smart Factory Execution Vietnam: Capex, Skills, Lock-In

    Smart factory execution in Vietnam turns on four things: capex payback discipline, reskilling, IT/OT integration, and avoiding vendor lock-in at the contract stage.
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    May 5, 2026
    Nhà máy thông minh ở Việt Nam: cơ hội nâng cấp năng lực sản xuất và cái giá của chuyển đổi — Lotus Investment Group
    May 5, 2026
    Categories
    • Vietnam Economy

    Smart Factory Vietnam: Manufacturing Upgrade and Its Cost

    The smart factory Vietnam shift promises real productivity gains, but capital, talent and integration constraints decide whether the upgrade reaches scale.
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    May 4, 2026
    Cụm công nghệ tự nuôi mình: cách dòng vốn 123 tỷ USD có thể đóng rễ ở TP. Hồ Chí Minh — Lotus Investment Group
    May 4, 2026
    Categories
    • Vietnam Economy

    Vietnam High-Tech Cluster Formation in Ho Chi Minh City

    How a $123bn inflow becomes self-sustaining: Vietnam high-tech cluster formation in Ho Chi Minh City through anchor-supplier graphs, knowledge spillovers and critical density.
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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 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 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
    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
    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
    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 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
    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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    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 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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    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
    • Vietnam Economy

    Phu Tho Digital Transformation: A Province Upgrade Test

    Phu Tho digital transformation is reshaping its business climate, infrastructure and competitiveness — a practical case study for investors in secondary provinces.
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    December 15, 2025
    Việt Nam tăng tốc chuyển đổi xanh: chính sách dẫn đường, dòng vốn theo sau — Lotus Investment Group
    December 15, 2025
    Categories
    • Vietnam Economy

    Vietnam Green Transformation: Policy Meets Capital

    Strong policy, rising investor demand and a 2050 net-zero pledge drive Vietnam green transformation across energy, finance, manufacturing and transport.
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    December 12, 2025
    Nền tảng để thắng một thương vụ M&A tại Việt Nam: kỷ luật chiến lược trong thị trường cạnh tranh hơn — Lotus Investment Group
    December 12, 2025
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    • Uncategorized

    Vietnam M&A Fundamentals: Winning in a Tougher Market

    The Vietnam M&A fundamentals now decide who wins: strategic fit, valuation discipline, governance, alignment and execution in a tougher market.
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    December 10, 2025
    Đà mới trong thị trường M&A Việt Nam: hướng tới chiều sâu chiến lược và sự trưởng thành về thể chế — Lotus Investment Group
    December 10, 2025
    Categories
    • Vietnam Economy

    Vietnam Deal Market Momentum: A Strategic Shift

    Vietnam deal market momentum is turning toward strategic depth and institutional maturity: macro stability, platform consolidation, cross-border buyers.
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    December 4, 2025
    Một đầu mối, nhiều con dấu: tổ công tác trung tâm dữ liệu của TP.HCM vận hành ra sao — Lotus Investment Group
    December 4, 2025
    Categories
    • Vietnam Economy

    HCMC Data Centre Working Group: City Coordination

    Inside the HCMC data centre working group: how the city's single-coordination body sequences land, power and cybersecurity approvals to attract capital.
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    December 3, 2025
    Việt Nam bước vào giai đoạn hợp tác công – tư mới: thể chế, nhà đầu tư và nhà nước cùng nhìn về dài hạn — Lotus Investment Group
    December 3, 2025
    Categories
    • Vietnam Economy

    Vietnam Public Private Partnership: A New Phase

    Vietnam public private partnership enters a new phase as institutions, investors and government align on infrastructure, capital and reform for growth.
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    December 2, 2025
    Cảng quốc tế Sơn Dương của Vingroup: bước chuyển mới cho hàng hải và công nghiệp Việt Nam — Lotus Investment Group
    December 2, 2025
    Categories
    • Vietnam Economy

    Vingroup Son Duong Port: Vietnam’s Maritime Leap

    Vingroup's $352 million Vingroup Son Duong port in Ha Tinh reshapes Vietnam's deepwater logistics, central-region industry and global supply-chain standing.
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    December 1, 2025
    Cam kết 500 triệu USD của HDF Energy: chương mới cho điện hydro và đầu tư xanh tại Việt Nam — Lotus Investment Group
    December 1, 2025
    Categories
    • Vietnam Economy

    HDF Energy Vietnam Hydrogen: $500M Green Bet

    HDF Energy's $500 million plan to build hydrogen power and long-duration storage marks a new chapter for HDF Energy Vietnam hydrogen and green investment.
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    November 28, 2025
    Đối tác Úc – Việt Nam: thương mại, đầu tư và đổi mới mở ra cơ hội cho thập niên tới — Lotus Investment Group
    November 28, 2025
    Categories
    • Vietnam Economy

    Australia Vietnam Partnership: Trade and Investment 2025

    Trade, investment and innovation are reshaping the Australia Vietnam partnership — six sectors where complementary strengths drive a multi-decade alliance.
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    November 27, 2025
    Nâng chuẩn để giữ vốn: Việt Nam phải làm gì cho tham vọng trung tâm tài chính quốc tế — Lotus Investment Group
    November 27, 2025
    Categories
    • Vietnam Economy

    Vietnam Upgrading Standards for Its IFC Ambition

    Vietnam's IFC ambition rests on upgrading standards in law, regulation, governance and talent. Why incremental reform won't clear the global bar.
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    November 25, 2025
    Việt Nam và Kanagawa: làm dày thêm hợp tác đầu tư, công nghiệp và một quan hệ đối tác dài hơi — Lotus Investment Group
    November 25, 2025
    Categories
    • Vietnam Economy

    Vietnam Kanagawa Partnership: Deepening Investment Ties

    The Vietnam Kanagawa partnership is moving into a sharper phase — manufacturing, robotics, healthcare, green growth and human capital all in play.
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