Vietnam Market Daily Report — October 08, 2026
Vietnam's benchmark VN-Index closed at 1,752.37 on October 08, 2026, largely unchanged from the previous session.
Quang Ninh province plans to build five new petroleum reserve depots with total capacity of 346,000-376,000 m3, implementing the national oil and gas infrastructure plan through 2030 with a vision to 2050.
CafeF - Vĩ mô đầu tưVietnam's exports to the EU worth over US$3 billion fall under the EU's Carbon Border Adjustment Mechanism (CBAM), with carbon costs potentially reaching about 23% of product value for high-emission goods like steel, pressuring exporters to cut emissions or lose competitiveness.
CafeF - Doanh nghiệpUS stocks fell as Fed minutes signaled further rate hikes ahead, with the 10-year Treasury yield hitting 5.365%, its highest since April 2002, while Brent crude held above $100/barrel.
VnEconomy - Chứng khoánDeputy Prime Minister Pham Gia Tuc ordered a sprint mode with 24/7 construction on the Long Thanh International Airport project, requiring ACV to review remaining workload and threatening contract penalties for contractors that fail to meet requirements. Phase 1 must be completed and operational in 2026.
CafeF - Bất động sảnHo Chi Minh City is drafting a resolution to allow issuance of municipal and project bonds through the Vietnam International Financial Centre (VIFC) to raise medium- and long-term capital for key infrastructure projects. The move is expected to diversify funding channels and boost financial services such as advisory, issuance arrangement, credit rating, risk management and secondary trading.
CafeF - Bất động sảnVietnam's Ministry of Industry and Trade reports that many power projects under the revised Power Development Plan VIII are behind schedule, warning of potential electricity shortfalls of about 4,256 MW in 2027 and 13,964 MW by 2030, and is proposing amendments to the Electricity Law to address bottlenecks.
CafeF - Doanh nghiệpKBSV expects the State Bank of Vietnam to maintain a flexible monetary easing stance in the final months of 2026, supporting credit growth and key sectors, while raising its full-year inflation forecast to 4.8% on high oil prices.
VnEconomy - Chứng khoánVietnam's Ministry of Finance is drafting amendments to the Bidding Law to strengthen post-audit oversight, data-based monitoring, and accountability throughout the bidding and contract execution process, aiming to curb violations such as illegal subcontracting and bid rigging.
CafeF - Bất động sảnGlobal gold prices fell to a two-month low on October 7, dropping nearly 1.3% to $4,111.9/oz, pressured by a stronger US dollar and expectations of further Fed rate hikes. Silver also declined over 2.5% to $59.92/oz.
VnEconomy - Chứng khoánDomestic gold bar and ring prices held steady on October 8, with SJC quoted at 140-143 million VND per tael, while international gold fell 1.28% to around $4,110/oz after hawkish Fed minutes.
CafeF - Tài chính ngân hàng