Vietnam Market Daily Report — October 04, 2026
Vietnam's benchmark VN-Index closed at 1,737.71 on October 04, 2026, largely unchanged from the previous session.
The Vietnamese government raised the monthly social retirement allowance from 500,000 to 540,000 VND per person (an 8% increase) under Decree 335/2026, benefiting about 2.5 million people starting October 5, 2026.
CafeF - Vĩ mô đầu tưVietnam's tax authority is reviewing nearly 620,000 businesses with inactive tax codes, many of which face accumulated late-payment penalties that block dissolution, prompting calls for more flexible and humane policy solutions.
CafeF - Vĩ mô đầu tưADB, Standard Chartered, and UOB have simultaneously raised their 2026 GDP growth forecasts for Vietnam, citing strong domestic demand, stable FDI, and public investment. ADB projects 7.8%, Standard Chartered 9.5%, and UOB around 8.5%.
CafeF - Vĩ mô đầu tưThe Vietnamese government signed Decision 1919/QD-TTg amending the national credit rating improvement plan, keeping the goal of reaching Investment Grade (Baa3/BBB-) by 2030, which could lower capital costs and broaden the investor base for Vietnam's capital markets.
CafeF - Thị trường chứng khoánThe State Bank of Vietnam announced it will direct credit toward priority sectors including power and transport infrastructure, strategic technology, and social housing, alongside preferential lending programs for SMEs and agriculture.
CafeF - Bất động sảnThe State Bank of Vietnam issued Circular 50/2026/TT-NHNN, which raises the loan-to-deposit ratio (LDR) cap to 95% and allows banks meeting LCR and NSFR of at least 100% to be exempt from this limit, moving toward Basel III standards. An academic expert analyzes the implications for bank liquidity risk management.
CafeF - Tài chính ngân hàngCircular 50/2026/TT-NHNN adjusts capital and liquidity safety ratios toward Basel III standards, potentially allowing banks to raise the loan-to-deposit ratio ceiling from 85% to 95% and easing liquidity pressure, which MBS views as positive for listed banks.
VnEconomy - Chứng khoánROX Key Holdings (HoSE: TN1) appointed Nguyen Viet Son as Chairman of the Board for the 2025-2030 term, replacing Pham Thi Van Ha who resigned for personal reasons. The company also reported H1 2026 net revenue of over 609 billion VND, up about 48% year-on-year.
CafeF - Doanh nghiệp