Companies & sectors
Vietnam industrial parks 2026: Record FDI, falling profits. Why?
Registered FDI rose 76% in 9M 2026 while industrial park developers' H1 profits fell 40%: revenue recognition lags, costs, rents and the KBC, IDC, BCM split.
Research
The Ginity research library
Analysis of macro, capital flows, valuation and policy impact.
All articles
Macro & monetary
Vietnam rates and FX into end-2026: SBV pushes funding costs down
Deposit rates rose over a point this year, credit outran deposits and CPI is above 5%. The SBV's October 2026 rate-cut directives, USD/VND and equity impact.
Macro & monetary
Vietnam's monetary cycle and what it means for VN30 valuations
Bank margins and asset quality, foreign portfolio flows and the re-rating case for Vietnam's large caps now that the FTSE upgrade has taken effect.