Vietnam Market Daily Report — September 23, 2026
Vietnam's benchmark VN-Index closed at 1,803.61 on September 23, 2026, largely unchanged from the previous session.
Vietravel (VTR) will dissolve its Indian joint venture Viet India Travel, in which it holds 51% with a 1.29 billion VND contribution. H1 2026 net profit fell 81% to 1.29 billion VND despite revenue rising 11% to 3,685 billion VND.
CafeF - Doanh nghiệpVBMA estimates that improving Vietnam's national credit rating could attract 10-20 billion USD into the bond market, far exceeding the 1.2-2 billion USD expected from the FTSE Russell equity market upgrade. Vietnam remains below investment grade with S&P and Fitch at BB+ and Moody's at Ba2 with a positive outlook.
VnExpress - Kinh doanhHanoi Tax Department issued guidance on personal income tax finalization, allowing deductions of up to 23 million VND/year for medical expenses and 24 million VND/year for education expenses starting July 1, 2026, under Decree 253/2026/ND-CP.
CafeF - Vĩ mô đầu tưADB raised its 2026 GDP growth forecast for Vietnam to 7.8%, up about 0.6 percentage points from its April report, citing domestic consumption and stable FDI inflows, while warning of liquidity and credit-concentration risks from heavier reliance on bank lending.
VnExpress - Kinh doanhJardine Cycle & Carriage reported that its Vietnam investments generated $43 million in profit in H1 2026, up 21% year-on-year, driven by strong gains from THACO and REE. JC&C holds 26.7% of THACO and 41.7% of REE, and plans an extraordinary general meeting on October 1, 2026.
CafeF - Doanh nghiệpThe State Bank of Vietnam and the Tax Department have agreed on a mechanism to share tax data with the National Credit Information Center (CIC), which banks use to assess borrowers. The specific types of tax data to be shared have not yet been disclosed.
VnExpress - Kinh doanhVietnam's National Assembly Standing Committee discussed amendments to the 2024 Social Insurance Law, including expanding the scope of mandatory social insurance participants and simplifying administrative procedures.
CafeF - Vĩ mô đầu tưHo Chi Minh City's People's Council approved the construction of the Rach Doi bridge with an estimated investment of nearly 3,200 billion VND, aiming to replace the existing weak bridge and improve connectivity in the southern gateway area, which is expected to benefit the real estate market in southern Ho Chi Minh City and neighboring areas.
CafeF - Vĩ mô đầu tưVietnam's fund management industry is urged to expand from over 700,000 investors to about 2.5 million by 2030, targeting fund assets equal to 5% of GDP, following FTSE Russell's upgrade of Vietnam to secondary emerging market status.
VnEconomy - Chứng khoánKBSV forecasts deposit rates will stay flat for the rest of the year and may ease slightly if inflation is controlled and the SBV supports liquidity, while expecting one more 25bps Fed hike and a DXY of 98-103.
VnEconomy - Chứng khoánVietnam's stock market officially entered FTSE Russell's Secondary Emerging Market category effective September 21, 2026, with an estimated initial net inflow of about USD 240.49 million from index-tracking funds and a four-phase weighting roadmap.
CafeF - Thị trường chứng khoánADB raised Vietnam's 2026 GDP growth forecast to 7.8% from 7.2%, the highest among major Southeast Asian economies, while also lifting its inflation forecast to 4.3%.
CafeF - Vĩ mô đầu tưVietnam's Ministry of Construction has proposed a mechanism allowing state agencies to pre-invest in essential items at expressway rest stops, such as access roads, parking, and restrooms, to ensure synchronized operation and toll collection readiness.
CafeF - Vĩ mô đầu tưThe Prime Minister issued a National Data Strategy aiming to train at least 50,000 civil servants and 300,000 enterprise workers in data skills, and to form at least 5,000 core data experts by 2030. The strategy positions scientific and technical data as a strategic national asset to drive digital economic development.
CafeF - Vĩ mô đầu tưThe Ministry of Finance reported that Vietnam's petrol price stabilization fund had a balance of over 1.911 trillion VND at the end of Q2, with Petrolimex and PVOIL accounting for over 70% of the nearly 900 billion VND used during the quarter.
CafeF - Thị trường chứng khoán