Vietnam Market Daily Report — September 30, 2026
Vietnam's benchmark VN-Index closed at 1,769.68 on September 30, 2026, largely unchanged from the previous session.
Vietnam's overnight interbank VND rate fell to 0.20%/year on September 29, the lowest since January 2024, as the State Bank of Vietnam drained about 1,565 billion VND via open market operations amid improved short-term liquidity.
CafeF - Tài chính ngân hàngThe Reserve Bank of Australia raised its key interest rate by 25 basis points to 4.6%, the highest in 15 years, citing persistently high inflation. The move has no direct impact on Vietnamese listed companies.
VnEconomy - Chứng khoánA roundup of Vietnamese policies taking effect from October 2026, including a pilot public-lawyer scheme, an increase in the social assistance standard to 540,000 VND/month, higher preferential allowances for war veterans, and new rules on private corporate bond issuance and account transactions.
CafeF - Vĩ mô đầu tưGlobal monetary tightening by the Fed, BoJ, and ECB is pressuring the USD/VND exchange rate, though Vietnam's FX market cooled toward the end of September with support from FDI and trade flows.
CafeF - Tài chính ngân hàngVietnam aims to complete about 5,000 km of expressways by 2030, requiring roughly 1,269 trillion VND for 2026-2030, of which about 846 trillion VND must come from non-budget sources. The Ministry of Construction is prioritizing 29 PPP projects worth over 922.8 trillion VND and calling on major banks to arrange medium- and long-term credit.
CafeF - Vĩ mô đầu tưThe Ministry of Justice is seeking public comments on a draft decree setting new regional minimum wages, raising monthly minimums by 310,000-390,000 VND (average 7.8%) across four regions.
CafeF - Vĩ mô đầu tưHanoi reported strong FDI inflows in the first nine months of 2026, with implemented capital reaching about USD 1.36 billion, up 27.5% year-on-year, driven by real estate and manufacturing projects.
CafeF - Vĩ mô đầu tưVietnam's realized FDI reached a record USD 17.25 billion in the first 8 months of 2026, up 12% year-on-year, with manufacturing FDI concentrated in the North, boosting demand for industrial land, factories and warehouses.
CafeF - Bất động sảnVietnam's Ministry of Construction announced passenger service fees for Long Thanh International Airport effective October 1, 2026: 90,909 VND per domestic passenger and 25 USD per international passenger. The airport's first phase, with capacity for 25 million passengers and 1.2 million tonnes of cargo annually, is expected to begin commercial operations on December 1.
CafeF - Vĩ mô đầu tưPhu Tho province is revising the master plan for Hoa Binh Lake National Tourism Site, covering about 52,200 hectares, aiming for recognition as a key national tourism site by 2030 with a vision to 2050. The area currently has 23 approved private investment projects totaling about 7,746 billion VND (~310 million USD) across 1,697 hectares.
CafeF - Bất động sảnVietnam's tax authority clarified that affiliate marketing commissions on TikTok are taxed at 2% personal income tax, while livestream advertising revenue is taxed at 5%, and requires e-invoices at the time of service completion or payment receipt.
CafeF - Vĩ mô đầu tưVietnam's overnight interbank VND rate fell to 0.2% per year, the lowest in two years, while one-week to one-month tenors remained above 6%. The State Bank of Vietnam drained nearly 1.565 trillion VND via open market operations.
VnExpress - Kinh doanhHoSE is developing the VNPRIVGRO index comprising 30 private-sector growth stocks selected from the VNAllshare basket, with state ownership capped at 15% and GICS sector limits, to serve as a benchmark and basis for future index products.
CafeF - Thị trường chứng khoánVietnam's Ministry of Industry and Trade approved a plan to develop factory outlet models through 2030 with a vision to 2045, a policy long advocated by IPPG Chairman Johnathan Hanh Nguyen to capture retail spending from tourists.
CafeF - Vĩ mô đầu tưDeputy Prime Minister Pham Thi Thanh Tra announced that commune-level officials' allowances will rise from 25% to 55% of current salary, expected to take effect from July 1, 2026, as part of broader wage reform.
CafeF - Vĩ mô đầu tư