Vietnam Market Daily Report — October 03, 2026
Vietnam's benchmark VN-Index closed at 1,737.71 on October 03, 2026, largely unchanged from the previous session.
Ho Chi Minh City's Q3 GRDP grew 9.86% year-on-year, the highest in 10 years, with services leading growth at 9.95%. City leaders set a double-digit growth target and 1 quadrillion VND budget revenue goal for the final quarter.
CafeF - Vĩ mô đầu tưVietnam's Ministry of Construction approved a 3,250 billion VND project to upgrade and expand the Ho Chi Minh Highway section from Pac Bo to Cao Bang to four lanes, with construction expected to start in 2027 and finish in 2029.
CafeF - Bất động sảnVietnam's General Statistics Office reported that 12 of 34 provinces and cities achieved double-digit GRDP growth in the first nine months, led by Quang Ninh at 12.54%, while national GDP grew 9.01%. The government urged localities to accelerate public investment and consumption to sustain growth.
VnExpress - Kinh doanhUS stocks rose on Friday as weak September jobs data increased the likelihood that the Fed will hold rates steady at its October meeting, while oil prices fell after Europe agreed to release diesel reserves.
VnEconomy - Chứng khoánVietnam's GDP grew 9.95% year-on-year in Q3/2026, the highest in four years, with 9-month growth at 9.01%, driven by industry, construction, and services.
CafeF - Vĩ mô đầu tưThe Vietnamese government approved expanding the Vung Ang Economic Zone in Ha Tinh province to about 72,998 hectares, aiming to develop it into a key multi-sector industrial, energy, and logistics hub for the North Central region.
CafeF - Vĩ mô đầu tưThai Nguyen province aims to attract over USD 30 billion in investment by 2030, requiring about 6,000 hectares of industrial land, of which 3,000 hectares still need site clearance by end-2027.
CafeF - Vĩ mô đầu tưVietnam's GDP grew 9.95% year-on-year in Q3, the highest quarterly growth this year, bringing nine-month growth to 9.01%, according to the General Statistics Office.
VnExpress - Kinh doanhVietnam's Ministry of Construction aims to break ground on the 350 km/h North-South high-speed railway, a 1,541 km project with about US$67 billion in investment, in December 2027, with feasibility study consultant selection delayed to Q4 2026.
CafeF - Bất động sảnVietnam's public investment disbursement reached 64.8% of the government's 2026 plan as of September 30, with 27 central agencies and 15 localities lagging behind the national average.
CafeF - Vĩ mô đầu tưRising deposit and lending rates in August 2026 are pressuring Vietnamese real estate firms and homebuyers, with average lending rates at state and joint-stock commercial banks reaching 8.4-10.7% per year, up about 0.2% from July and roughly 3% higher than a year ago.
CafeF - Bất động sảnThe State Bank of Vietnam issued Circular 52/2026/TT-NHNN setting conditions and procedures for foreign bank branches to open a single transaction office within free trade zones or non-tariff areas, requiring minimum charter capital of VND 3,000 billion and an NPL ratio below 3%.
CafeF - Tài chính ngân hàngSiemens Mobility and VinSpeed, controlled by Pham Nhat Vuong, signed a contract worth up to 1 billion euros for 10 Velaro Novo high-speed train sets to serve the Hanoi-Quang Ninh and Ben Thanh-Can Gio lines. VinSpeed becomes only the second customer globally for this new Siemens platform, after Brightline West in the US.
CafeF - Doanh nghiệpHoa Phat Group is investing over VND 10,000 billion (approx. USD 400 million) to build Southeast Asia's first high-speed rail and special steel plant in Dung Quat, with a phase-one capacity of 700,000 tonnes per year and first products expected in Q1 2027.
CafeF - Bất động sảnNghi Son Refinery (NSRP) reported its first-ever positive after-tax profit of nearly 14 trillion VND in the first 8 months of the year, with revenue of 185.5 trillion VND, driven by high utilization and favorable refining margins despite Kuwaiti crude supply disruptions.
CafeF - Doanh nghiệp