Category: Vietnam

September total exports data is highly encouraging - Vietnam is on course to smash 2024 figures. Given US tariffs went into effect on 7th August we await specific data on exports to the US for September to tell us the full story, but we’re optimistic that tariffs have only slightly dented US-bound exports.… Read the…

As we said in our last report “after Vietnam secured arguably the best US tariff deal amongst all ASEAN nations we now wait to measure the true economic impact …” and it seems we already have some data available to quantify that impact. In the short-term Vietnam will indeed take a sizeable hit … but…

After Vietnam secured arguably the best US tariff deal amongst all ASEAN nations we now wait to measure the true economic impact, and contrast it with the impacts on markets competing with Vietnam to continue supplying US consumers. Inflation remains below target, employment slightly up, the dong continues to slide against the USD.… Read the…

The big news in July was the agreement, in principle, of a trade deal between Vietnam and the USA. When compared to the deals secured by other Asian nations, it seems Vietnam has emerged victorious. Hardline Shift After the death of Vietnam’s long-serving leader Nguyen Phu Trong in July 2024, and the ascension of To…

A new decree to foster innovation within Vietnam’s banking and financial services, some developments with US trade negotiations, European sanctions against several Vietnamese companies trading with Russia – it has been a busy month for Vietnam. Policy & Regulatory Developments Effective from 1st July Decree No. 94/2025/ND-CP (or Decree 94) establishes a ‘Regulatory Sandbox’ for…

Some major regulatory developments this month that should tighten economic governance, create more room for foreign investment, sharpen statistical tools, and strengthen fuel supply resilience and pricing oversight. At the same time, negotiations over President Trump’s Liberation Day tariffs rumble on, set against the backdrop of the US’s hefty trade deficit with Vietnam.… Read the…

Vietnam has long been a success story, consistently posting high GDP growth year after year, while absorbing a substantial portion of Western demand for manufacturing previously handled by China. However, the ongoing impact of President Trump’s Liberation Day tariffs, coupled with the USA’s significant trade deficit with Vietnam, raises concerns that Vietnam’s reliable growth trajectory…