Vietnam Market Daily Report — September 18, 2026
Vietnam's benchmark VN-Index closed at 1,829.04 on September 18, 2026, largely unchanged from the previous session.
Dong A Plastic Group (DAG) reported a 2025 after-tax loss of 171 billion VND, bringing its three-year cumulative loss to nearly 1,400 billion VND, with negative equity of 612 billion VND. The company faces severe credit access issues after banks classified it as group 5 bad debt, and its shares remain suspended on UPCoM.
CafeF - Doanh nghiệpThe Bank of Japan raised its policy rate from 1% to 1.25%, the highest in 31 years, with a 7-2 vote, signaling a shift toward containing inflation above 2% and leaving the door open for further hikes. The yen weakened over 1.1% against the dollar despite the hawkish move.
VnEconomy - Chứng khoánThe Fed raised its target rate by 25 basis points to 3.75%-4%, its first hike since 2023. Analysts say the impact on Vietnam is not mechanical, with the SBV able to use liquidity, rate and FX tools to absorb external shocks, so VND rates may not rise in tandem.
Vietstock - Cổ phiếuThe US Federal Reserve raised its benchmark interest rate for the first time since 2023, lifting the target range to 3.75-4%, with officials signaling another hike may come this year. Investors worry the tightening stance will increase volatility in stocks and bonds, particularly for rate-sensitive small-cap equities.
VnExpress - Kinh doanhThe Bank of Japan raised its benchmark interest rate from 1% to 1.25%, the highest in 31 years, continuing its monetary policy normalization cycle. The yen weakened 0.45% to 156.6 per USD after the decision.
VnExpress - Kinh doanhFinance Minister Ngo Van Tuan said Vietnam's stock market upgrade by FTSE Russell to secondary emerging market status is not the final goal, and outlined three reform directions to further develop the capital market and attract long-term foreign investment.
CafeF - Thị trường chứng khoánThe State Bank of Vietnam's Ho Chi Minh City branch reported that tourism real estate credit reached VND 30,000 billion by end-August 2026, up 12.5% year-on-year. A new SBV directive excludes loans for restaurants, hotels, resorts and eco-tourism from real estate credit growth calculations for 2026, easing capital access for the sector.
CafeF - Bất động sảnVietnam's Ministry of Finance clarified that its upcoming international investor roadshow is a non-deal roadshow for promotion and information updates only, with no bond issuance planned, following a Reuters report that Vietnam was considering a return to international bond markets for the first time since 2014.
VnExpress - Kinh doanhFTSE Russell proposed a two-phase cooperation plan with Vietnam following the country's market upgrade, focusing on index products and risk-management tools to deepen liquidity and attract foreign capital.
CafeF - Thị trường chứng khoánThe State Bank of Vietnam will exclude additional loans to restaurants, hotels, and resorts from the real estate credit growth cap, with outstanding loans in this segment reaching about VND 30 trillion in Ho Chi Minh City, up 12% year-on-year.
VnExpress - Kinh doanhBac Ninh province will officially become a centrally-governed city on September 20, 2026, under a National Assembly resolution, with a development vision through 2075 focused on high-tech industry, semiconductors, AI, and multi-polar urban growth. Major developers including Vingroup, Sun Group, Phu My Hung, and T&T are researching or implementing large urban and industrial projects in the area.
CafeF - Bất động sảnThe State Bank of Vietnam issued Document 8509/NHNN-CSTT allowing 25 commercial banks to exclude additional lending to restaurants, hotels, tourism and resort real estate from their 2026 real estate credit growth calculations, effective January 1 to December 31, 2026.
CafeF - Tài chính ngân hàngGia Lai province approved master plans for Quy Nhon and Pleiku urban areas through 2050, targeting science, AI, marine economy, logistics, and high-tech industry development.
CafeF - Vĩ mô đầu tưDeputy Prime Minister Pham Gia Tuc agreed to assign the Ministry of Construction to prepare a pre-feasibility study for a 17,509 billion VND railway industrial complex spanning about 250 hectares south of Hanoi.
CafeF - Doanh nghiệpThe Fed raised its benchmark rate by 25 basis points, but Vietnamese analysts expect limited impact on the VN-Index as the move was largely priced in and domestic factors dominate.
VnExpress - Kinh doanh