中文

Market Summary

October 03, 2026

By Aveluro Research Team · Editorial policy

1737.71
VN-Index
VN-Index
1737.71
VN30
1875.99
Total Volume
829.4M

Vietnam returned to a trade surplus of 1.27 billion USD in September after nine consecutive months of deficit, though the nine-month cumulative balance remains a 19.42 billion USD deficit.

CafeF - Vĩ mô đầu tư
8 Positive

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 tư
8 Positive

Vietnam'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 sản
8 Positive

Vietnam'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 doanh
8 Positive

US 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 khoán
8 Neutral

Vietnam'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 tư
8 Positive

The 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 tư
8 Positive

Thai 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 tư
8 Positive

Vietnam'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 doanh
8 Positive

Vietnam'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 sản
8 Positive

Vietnam'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 tư
8 Neutral

Rising 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 sản
8 Negative

The Vietnam Petroleum Association has submitted comments to the Ministry of Industry and Trade on a draft decree replacing regulations on petroleum trading, recommending that petroleum distributors be allowed to buy and sell with each other to prevent monopoly and ensure supply.

CafeF - Vĩ mô đầu tư
7 Neutral

Jardine Matheson's DFI Retail Group will take over Coffee Concepts, the operator of Starbucks in Vietnam and six other Asian markets, as part of a restructuring of Maxim's Caterers. Jardine Matheson holds over 26% of Thaco and 41.7% of REE.

VnExpress - Kinh doanh
7 Neutral

The 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 hàng
7 Neutral
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Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.

Last updated: 2026-10-03T04:43:05Z.