Vietnam Update

Vietnam entered 2026 with robust industrial growth and a record-breaking stock market performance, driven by strong manufacturing and a surge in domestic business activity. Despite global uncertainty, synchronised expansion across multiple sectors suggests a broadening economic recovery.

Key Takeaways

• 1.Vietnam's industrial momentum accelerated in January 2026, with the Index of Industrial Production (IIP) rising 21.5% YoY and the PMI remaining in expansion at 52.5.
• 2.Domestic business formation saw a significant surge, with nearly 49,000 enterprises launching or resuming operations, a 45.6% increase YoY.
• 3.The stock market reached a record high (VN-Index 1,918.46) before consolidating, supported by optimism surrounding State-Owned Enterprise (SOE) governance reforms via Resolution 79.

Table of Contents

• Macroeconomics
• Stock Market
• CHARTS OF THE MONTH
• Monthly Insights
• APPENDIX 1: MACRO
• APPENDIX 2: MARKET
• DISCLAIMER

Document Preview

Page 1 of 4

Subscribe for full accessStart Free Trial