M&Avisory

December 5, 2025

Risk, Finance, and Planning: Why Vietnam’s PPP Model Requires a Stronger Institutional Core

Vietnam’s demand for large-scale infrastructure continues to grow as the country expands industrial capacity, strengthens logistics networks, and modernises urban systems. However, public budgets cannot meet […]
November 18, 2025

Sector Dynamics in Vietnam’s Deal Market: Real Estate, Healthcare, Tech & Manufacturing

Vietnam’s dealmaking landscape in 2025 is shifting toward sector fundamentals rather than broad macro sentiment. As financing conditions stabilise, investors are reallocating capital into industries supported […]
November 7, 2025

Infrastructure Ambition: Ports, Rail, and Logistics Projects Driving Regional Integration

Vietnam’s next growth chapter will be defined by infrastructure. The government’s commitment to expand transport networks, modernise logistics systems, and integrate coastal and inland regions is […]
November 5, 2025

Vietnam’s Legal Reform: Protecting Honest Mistakes and Encouraging Innovation in Governance

Vietnam is entering a crucial stage of institutional evolution. For decades, the country’s public-sector officials have faced an impossible dilemma—act boldly to deliver reforms and risk […]
October 30, 2025

Vietnam’s FDI Transition: From Incentives to Institutional Strength

Vietnam’s foreign direct investment (FDI) strategy is entering a defining transformation. For decades, the nation attracted capital through competitive incentives—tax holidays, export privileges, and low-cost labour. […]
October 29, 2025

Rewriting Market Access: How the US–Vietnam Framework Redefines Tariffs, Standards, and Digital Trade Rules

Vietnam’s relationship with the United States has entered a transformative phase. The newly announced US–Vietnam market access framework, unveiled on October 26 2025, reshapes the logic […]
October 28, 2025

Strategic Trade Realignment: How the US–Vietnam Framework Strengthens Market Integration and Supply Chain Resilience

Vietnam’s latest agreement with the United States marks a pivotal turn in the evolution of bilateral commerce. On October 26 2025, both governments announced a Framework […]
October 27, 2025

Vietnam’s ODA Reform: How Decree 242 Reshapes Foreign Loan Management and Development Efficiency

Vietnam has introduced a landmark policy to modernise its management of official development assistance (ODA) and concessional foreign loans. The newly issued Decree 242/2025/NĐ-CP marks the […]
October 24, 2025

Vietnam’s Currency Dilemma: Balancing Monetary Sovereignty and Investor Access in the HCMC International Financial Centre

Vietnam’s aspiration to build a world-class International Financial Centre (IFC) in Ho Chi Minh City is now testing the limits of its monetary policy. The central […]
October 23, 2025

Currency Flexibility and Investor Confidence: Why Vietnam’s IFC Must Allow VND and Foreign Currency Operations

As Vietnam advances its plan to establish the Ho Chi Minh City International Financial Centre (IFC), one debate has become increasingly urgent: whether banks operating inside […]
October 17, 2025

Strategic Outlook: How Coastal Rail Reinforces Vietnam’s Smart-City and Green-Growth Agenda

Vietnam’s development story is increasingly defined by sustainability and technology. Among its most visible expressions is the rise of coastal rail, where mobility, environment, and innovation […]
October 15, 2025

Engineering and Technology Partners: Building Vietnam’s Modern Rail Capability

The evolution of Vietnam’s transport infrastructure is now defined by collaboration. Strategic Vietnam rail engineering and technology partnerships are turning policy ambition into technical reality. At […]
October 10, 2025

Investment Implications: What HCMC’s Rising Financial Centre Ranking Means for Capital Flows

Ho Chi Minh City’s rise in the Global Financial Centres Index signals more than symbolic recognition—it reshapes regional investment flows. Vietnam’s steady improvement to 95th position […]
October 9, 2025

Regulatory, Institutional, and Ecosystem Drivers of HCMC’s Financial Hub Strategy

Ho Chi Minh City’s financial hub strategy reflects a decade of groundwork aligning regulation, institutions, and market development. Vietnam’s rising position in the Global Financial Centres […]
September 26, 2025

ESG and Supply Chain Transformation: What Costco Means for Vietnam’s Export Sectors

Costco’s announcement of long-term investment plans in Vietnam has sent clear signals across the country’s export-oriented industries. The retail giant already sources over US$1 billion annually […]
September 23, 2025

Steel and Engineering: Building Vietnam’s Competitiveness Through EPC Capabilities

Vietnam’s steel and mechanical engineering sector is reaching a critical turning point in 2025. The industry has long supported industrialisation, but leaders now argue that competitiveness […]
September 9, 2025

Vietnam’s 2025 M&A Outlook in Review: Cautious Optimism Proves Resilient

By September 2025, Vietnam’s mergers and acquisitions market has largely validated the cautious optimism projected earlier in the year. Investors faced external volatility and persistent domestic […]
September 2, 2025

Viettel Group – Corporate Profile and Strategic Outlook

Viettel Group is Vietnam’s largest telecommunications and technology enterprise, wholly owned by the Ministry of National Defence. With operations spanning mobile networks, broadband infrastructure, cloud services, […]
August 14, 2025

Ho Chi Minh City’s International Financial Centre: Lotus Venture Among Alliance Representatives Powering the Vision

Ho Chi Minh City’s Financial Ambition and National Strategy Vietnam’s National Assembly has formally approved the development of two international financial centres (IFCs): one in Ho […]
August 4, 2025

Breaking Vietnam’s PE Exit Logjam: Continuation Funds, Secondaries, and Structured Deals

Vietnam’s public listing channels—particularly HOSE and HNX—remain constrained, with narrow IPO windows and heightened regulatory scrutiny slowing exit timelines for private equity funds. As a result, […]
July 31, 2025

Micro-App Roll-Ups: Designing Earn-Outs for Intangible Digital Asset Acquisitions

As Southeast Asia’s digital economy accelerates, investors are increasingly turning toward micro-app roll-ups to gain exposure to scalable, capital-efficient growth. These lightweight applications—often in verticals such […]
July 29, 2025

Cyber & Data-Localization Due Diligence: The Hidden Value-Erosion Trap in Tech M&A

Vietnam’s tech sector continues to attract cross-border M&A. With strong fundamentals—young digital consumers, fast-growing platforms, and high mobile engagement—the market looks ripe for investment. However, any […]
July 16, 2025

Building the Legal Foundations for Productivity: How Policy Reform Unlocks Vietnam’s Growth

Vietnam’s long-term productivity depends on more than technology or capital. Legal and institutional frameworks now decide whether Total Factor Productivity (TFP) can rise fast enough to […]
July 11, 2025

Vietnam’s Healthcare M&A: Why It’s Attractive — and Why Most Investors Struggle

Vietnam’s healthcare market ranks among Southeast Asia’s most compelling investment stories. Rising incomes, an ageing population, and chronic undercapacity have driven unprecedented demand for private hospitals […]