Market Summary

Asian stock markets, including Vietnam's VN-Index, surged significantly after a two-week ceasefire announcement in a major conflict, with the VN-Index gaining 3.52% and global oil prices dropping sharply. This positive sentiment was further bolstered by an official FTSE upgrade announcement and the start of Q1/2026 earnings season.

The VN-Index surged by a record 4.71% in one day, reaching a one-month high, following FTSE Russell's announcement to upgrade Vietnam from frontier to emerging market status. Trading volume nearly doubled, with most large-cap stocks gaining significantly, despite foreign investors being net sellers.

FTSE Russell has confirmed Vietnam's reclassification from Frontier to Secondary Emerging market status, effective September 2026, along with a detailed 4-tranche roadmap for inclusion into FTSE GEIS indices by September 2027. A reference list of 32 potential stocks, including major large-caps, was also released.

FTSE Russell has confirmed Vietnam's stock market upgrade from Frontier to Secondary Emerging Market, with the official allocation of Vietnamese stocks to FTSE global indices starting September 2026 and completing by September 2027. This upgrade, driven by regulatory improvements for foreign investor access, is expected to attract significant international capital, estimated at $1.7 billion from passive funds.

The Vietnamese stock market experienced a strong rally on April 8, 2026, with the VN-Index surging over 4.7%, driven by easing international tensions and the confirmation from FTSE Russell that Vietnam will be upgraded to an emerging market from September 2026. This upgrade news activated strong cash flow, especially into large-cap stocks, leading to widespread gains across sectors.

The VN-Index recorded a historic 79-point surge, its largest absolute gain ever, driven by strong buying demand and positive news regarding a potential market upgrade by FTSE Russell and easing Middle East tensions. This broad market rally saw significant gains across major sectors like securities, banking, real estate, and oil & gas, with liquidity doubling.

FTSE Russell officially announced Vietnam's upgrade to a Secondary Emerging Market, effective September 21, 2026, which is expected to attract at least $1.7 billion in passive foreign capital and act as a significant market catalyst. This upgrade is anticipated to open up substantial foreign ownership room in large-cap, high-liquidity stocks.

FTSE Russell officially upgraded Vietnam's stock market to Secondary Emerging status, effective September 21, with 32 large-cap stocks provisionally eligible for its Global All Cap index. This upgrade is expected to attract significant foreign capital over a year, boosting market valuation and investor sentiment.

FTSE Russell has confirmed Vietnam's upgrade to emerging market status, leading to its phased inclusion in global equity indices starting September 21 and continuing until 2027. This decision is expected to attract significant foreign investment from passively managed funds, elevating Vietnam's market standing.

The VN-Index recorded a historic 4.71% gain with 45 stocks hitting the ceiling across all exchanges, driven by aggressive buying and a 44% surge in daily liquidity, signaling a strong return of large capital. Securities and real estate sectors were particularly strong, with many blue-chips also reaching their daily limits.

Điện Máy Xanh, a subsidiary of MWG, reported strong revenue growth driven by Apple products and operational optimization. The company is accelerating its IPO plan, aiming to offer up to 16.3% of shares this year to repay short-term loans, with ambitious revenue and profit targets for 2026-2027.

Hanoi has proposed establishing free trade zones and developing new economic models, such as drone logistics and underground space utilization, under the revised Capital Law. This significant policy proposal is currently being debated in the National Assembly and is expected to take effect from July 1, 2026, if approved.