Vietnam Update

Vietnam's economy is accelerating into a manufacturing-led growth phase with strong FDI and public investment despite inflationary pressures from oil. The stock market has responded positively to an upcoming FTSE EM upgrade and 56% YoY earnings growth in Q1.

Key Takeaways

• 1.Vietnam is shifting into a manufacturing and investment-led growth phase, evidenced by a 9.9% rise in industrial output and record FDI disbursement.
• 2.Investment metrics are robust with FDI disbursement at a 5-year high ($7.4bn) and public investment reaching $7.1bn YTD.
• 3.Equity markets recovered 10.7% in April, buoyed by FTSE Russell's confirmation of Vietnam's upgrade to Secondary Emerging Market status in 2026.

Table of Contents

• Macroeconomics
• Stock Market
• Monthly Insights
• APPENDIX 1: MACRO
• APPENDIX 2: MARKET
• DISCLAIMER

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