市场摘要
April 11, 2026
Tensions between the US and Iran are escalating, with Iran maintaining a blockade of the Strait of Hormuz, causing severe disruption to global energy supplies, ahead of peace talks in Pakistan. The fragile ceasefire is further strained by ongoing Israeli airstrikes in Lebanon, which Iran views as a violation.
Thanh Niên - Tài chínhVietcombank announced a 0.5% reduction in its highest deposit interest rate to 6% starting April 13, 2026, following a coordinated effort with the State Bank of Vietnam and 46 commercial banks. This move aims to optimize banks' capital costs and create room for lowering lending rates to support economic growth.
CafeF - Tài chính ngân hàngIran is building defensive obstacles at its Isfahan nuclear facility, reportedly to deter potential military incursions by the US or Israel aiming to seize highly enriched uranium. This development escalates geopolitical tensions in the Middle East, raising concerns about potential conflict and its global economic repercussions.
Thanh Niên - Tài chínhHo Chi Minh City plans to exempt port infrastructure fees for three years, starting from April, to support businesses facing rising costs. This policy is expected to reduce logistics expenses by an estimated 7,170 billion VND over the period, aiding business recovery and stability.
Thanh Niên - Tài chínhThe Vietnamese National Assembly is debating a proposed amendment to the Notarization Law that would mandate notarization for real estate deposit contracts, a change currently not required by law. While some argue it protects parties, others warn it could disadvantage sellers and create market inefficiencies.
Thanh Niên - Tài chínhThe Prime Minister issued directives to Vietnam Electricity Group (EVN) focusing on national energy security, ensuring no power shortages, improving system efficiency, and developing rooftop solar. The plan also includes a comprehensive restructuring of EVN by Q3/2026 to prepare for a competitive electricity market.
CafeF - Vĩ mô đầu tưThe Vietnamese government has issued Resolution 105/NQ-CP, directing ministries and localities to restructure state agencies, public education and healthcare facilities, and state-owned enterprises to enhance efficiency and streamline operations. This policy aims to improve governance, reduce overlaps, and optimize resource utilization across the public sector.
CafeF - Vĩ mô đầu tưVietnam's Prime Minister and National Assembly Chairman outlined the nation's economic strategy, emphasizing institutional and administrative reforms, sustainable growth, and boosting infrastructure and private investment. Key initiatives include reviewing laws, cutting business procedures with a plan due by April 15, and adjusting Power Master Plan 8.
Thanh Niên - Tài chínhHoa Phat Group (HPG) commits to supporting the Vietnamese government's strategic infrastructure projects, including the North-South high-speed railway, and targets 15% annual growth from 2026-2031. HPG plans to invest in a new railway rail and special steel production plant starting in 2025 to supply these projects by 2027.
CafeF - Vĩ mô đầu tưExperts believe Vietnam's potential stock market upgrade by FTSE Russell offers significant long-term re-rating opportunities and attracts foreign capital, despite short-term impacts already being priced in and potential post-upgrade corrections. The upgrade is seen as a key driver for medium to long-term growth, though geopolitical risks add caution.
VnEconomy - Chứng khoánSun Group has partnered with SITA to implement advanced 'full self-service' technology at Phu Quoc International Airport, including self-check-in and biometric boarding, aiming to make it a pioneer in Southeast Asia. This upgrade will significantly enhance passenger experience and operational efficiency, aligning it with major international airports.
CafeF - Vĩ mô đầu tưGlobal oil prices experienced their largest weekly decline in years, while domestic diesel prices saw a record reduction of 12,000 VND/liter, settling at 33,000 VND/liter. The Ministry of Industry and Trade announced increased monitoring of fuel supply.
Thanh Niên - Tài chínhUS CPI in March rose sharply, driven by increasing oil prices due to geopolitical conflicts, leading to concerns that the Federal Reserve may not cut interest rates soon. This persistent inflation, despite strong job growth, has also caused US consumer sentiment to fall to a record low.
VnEconomy - Chứng khoánDatVietVAC, a major media content producer, reported 380 billion VND in profit last year and targets 420 billion VND for 2024, driven by content production and advertising. The company is preparing for an initial public offering (IPO) and plans significant expansion into direct-to-consumer (D2C) models and IP commercialization.
VnExpress - Kinh doanhFormer US President Trump stated the Strait of Hormuz would be opened, linking it to Iran's finances and nuclear program, amidst ongoing US-Iran peace talks in Islamabad aimed at achieving a lasting Middle East ceasefire.
Thanh Niên - Tài chính