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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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    May 2, 2026
    Vietnam FDI 2026 by source country chart — Singapore South Korea breakdown
    May 2, 2026
    Categories
    • Investment Insights
    • Vietnam Economy

    Vietnam FDI 2026: China+1 Reality Check

    Vietnam FDI 2026 surged in Q1, but booking jurisdictions, China-linked supply chains and U.S. tariff risk complicate the China+1 story.
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