Vietnam Market Daily Report — October 02, 2026
Vietnam's benchmark VN-Index closed at 1,745.86 on October 02, 2026, largely unchanged from the previous session.
At the first meeting of the Steering Committee for key industry and construction projects, the Minister of Industry and Trade said that among 18 key LNG power projects, only Hiep Phuoc LNG is on track, while most others face difficulties in investment preparation and financing. The Hanoi Ring Road 4 project is about two years behind schedule.
CafeF - Vĩ mô đầu tưHo Chi Minh City will add rental housing to its supported project list and raise the maximum subsidized loan per project from VND 200 billion to VND 300 billion to attract investors into rental housing development.
CafeF - Bất động sảnHanoi has reviewed 300 slow-moving non-budget real estate projects, removing 10 from the list and setting handling directions and deadlines for the remaining 290 to free up land resources.
CafeF - Bất động sảnGlobal oil prices surged, with Brent crude rising 4.3% to $102.3 per barrel, driven by US military deployment to the Middle East and China halting refined product exports. The move affects global energy markets and could influence Vietnamese energy stocks.
VnExpress - Kinh doanhUS stocks turned positive as Treasury yields reversed lower, while Brent crude jumped 4.4% to $102.31 and WTI rose 2.71% to $92.78 on Middle East supply concerns and China's suspension of fuel exports.
VnEconomy - Chứng khoánGold prices rebounded on Thursday, with spot gold rising nearly 0.5% to $4,178.5/oz, even as the US dollar hit its highest level in a year and a half and oil surged over 4%. The move reflects shifting Fed rate-hike expectations after weaker-than-expected PCE data.
VnEconomy - Chứng khoánGold prices at major Vietnamese retailers SJC, DOJI, PNJ and Bao Tin Minh Chau were quoted around 141.3-144.3 million VND per tael on the morning of October 2, with global spot gold at 4,158 USD/oz. Market focus is on US Fed rate expectations and upcoming US jobs data.
CafeF - Tài chính ngân hàngVietnam's real estate market is shifting from speculative short-term flipping toward products with real use value and rental cash flow, according to VARS IRE. Buyers are becoming more cautious and professional, favoring reputable developers and branded projects.
CafeF - Bất động sản