Vietnam Market Daily Report — September 10, 2026
Vietnam's benchmark VN-Index closed at 1,834.41 on September 10, 2026, largely unchanged from the previous session.
HDBank's board approved a plan to issue up to USD 500 million in 3-year international bonds, expected to be offered in Q4 2026-Q1 2027 and listed on the London Stock Exchange's ISM, which would make it the first Vietnamese bank to list bonds on the LSE.
CafeF - Tài chính ngân hàngHDBank's board approved a plan to issue up to USD 500 million in 3-year international bonds, expected to be offered in Q4/2026-Q1/2027 and listed on the London Stock Exchange's ISM, which would make it the first Vietnamese bank to list bonds on the LSE.
CafeF - Tài chính ngân hàngHanoi is adjusting the master plan for the Red River urban area, covering over 11,418 hectares with a projected population of 1.2 million, to serve the Red River Landscape Boulevard investment project.
CafeF - Vĩ mô đầu tưFTSE Russell has officially upgraded Vietnam's stock market from frontier to secondary emerging market, with some listed stocks to be added to FTSE indices and passive funds trading from September 21, 2026. The article emphasizes that corporate governance, financial reporting quality, and information transparency must improve to sustain the benefits of the upgrade.
CafeF - Thị trường chứng khoánVietnam's Tax Department announced that terminating tax code validity requires businesses to complete invoice and tax obligations, as part of a campaign to clean up tax codes; nearly 600,000 businesses remain in inactive statuses 03 and 06.
CafeF - Vĩ mô đầu tưGlobal investment funds are shifting toward bonds as central banks, including the BOJ and the Fed, keep interest rates high amid renewed inflation concerns. Vietnam faces moderate pressure on its exchange rate, capital flows, and stock market from elevated global rates, while domestic deposit rates have risen since the start of the year.
VnEconomy - Chứng khoánVietnam's National Assembly passed the Urban Development Law, effective October 1, creating a legal framework for special economic zones with tax incentives, customs preferences, and strategic investor criteria including minimum capital and disbursement timelines.
VnExpress - Kinh doanhCentral Retail (CRC) reported H1 2026 revenue of 126.6 billion baht (+2.4% YoY) and net profit of 5 billion baht (+42.5%), its highest since listing. Vietnam remains its second-largest market at 20% of revenue, with H1 revenue of about 19,822 billion VND, slightly down from 20,317 billion VND a year earlier.
CafeF - Doanh nghiệpVietnam's average CPI rose 4.45% in the first eight months of 2026, nearing the inflation control target, with the Ministry of Finance outlining two scenarios of about 4.5% and 5% for the year. Experts say weak domestic demand may ease pressure, but energy prices remain a major variable.
CafeF - Vĩ mô đầu tưUOB forecasts the US Federal Reserve will keep interest rates unchanged through the end of 2026 before cautiously resuming rate cuts in 2027, citing resilient US growth and inflation still above the 2% target.
VnEconomy - Chứng khoánEVN reported H1 2026 net profit of over VND 8,631 billion, up 26% year-on-year, and fully cleared its accumulated loss of over VND 45,000 billion in under two years.
CafeF - Doanh nghiệpVietnam's National Assembly approved adjustments to the investment policy for the Lao Cai - Hanoi - Hai Phong railway project, worth nearly VND 290 trillion, spanning 363 km of main line and 63 km of branches across six northern provinces. Construction of some station infrastructure has begun, though land clearance is lagging.
CafeF - Bất động sảnUS Treasury Secretary Bessent's pressure on Japan to raise interest rates has fueled expectations that the BOJ will tighten monetary policy at an unprecedented pace, with markets pricing in a 0.25 percentage point hike at the September 17-18 meeting. Analysts warn that if the BOJ fails to meet these elevated expectations, the yen's recent 4% rally could reverse quickly, causing market volatility.
VnEconomy - Chứng khoánMedium and long-term credit is growing faster than short-term credit, putting pressure on banks' long-term funding. The State Bank of Vietnam raised the cap on short-term funds used for medium and long-term lending from 30% to 40% under Circular 25/2026/TT-NHNN, easing funding pressure and supporting NIM.
CafeF - Thị trường chứng khoánVietnam's Road Department announced that toll collection on the Can Tho - Hau Giang and Hau Giang - Ca Mau expressway sections will begin on September 15, 2026, expanding tolling to state-funded North-South expressway components. The Can Tho - Ca Mau expressway is 110.85 km long with total investment of 27,523 billion VND.
CafeF - Vĩ mô đầu tư