Tesla's $3 Million Landing in Vietnam is a Market Audit, on VinFast.
Tesla's $3 million Vietnam entry is a market audit, and VinFast is the auditee: its near-total share, its losses, and whether it can become Vietnam's Toyota.
AgriS Chases an Ingredients Multiple With Brands, Capital and R&D
AgriS trades like an $840M sugar producer. Branding, ESG capital and a Singapore R&D center make its case for a higher, ingredients-style multiple.
Ten Hard Truths About Vietnam's Capital Markets
Vietnam's capital markets are growing, but are they ready to finance the country's next decade? Drawing on insights from KPMG, SSI, Dragon Capital, HSBC, VinaCapital and other financial institutions at the Capital Intelligence Forum 2026, Vietnam Vanguard examines ten structural challenges — from excessive bank dependence and weak institutional investment to capital formation, market transparency and the shortage of investment-ready companies.
The REIT Vietnam Never Built is Already Running, from Singapore
Vietnam has no working REIT market. Singapore-listed funds built one anyway, out of Vietnamese warehouses — and the regulatory gap keeping it that way is narrower than it looks.
Vietnam's FDI Story: Beyond Cheap Labor
After two decades in Vietnam, Indochina Capital's Michael Piro sees a fundamental shift in the country's investment proposition: from low-cost manufacturing to reliability, infrastructure and execution. But as foreign capital pours into industrial parks and supply chains, can Vietnam's housing, energy grid and infrastructure keep pace? A closer look at the opportunities, incentives and structural constraints behind Vietnam's evolving FDI story.
The Great Vietnamese Seller Cull
TikTok Shop's own general manager expects up to half his platform's sellers to disappear this year. The real story is how much of Vietnam's e-commerce boom was built on the sellers about to be forced out.
Real Estate Developer Behind Wall Street’s Lenin Statue is Betting Big on Vietnam’s First Global Whisky Brand
He built PAN Group and GTN Group into landmark Vietnam deals. Now Michael Rosen is betting the same playbook can crack Vietnam's $440M whisky market.
Indochina Capital’s Peter Ryder: Vietnam Capital is “the Cheapest Money in Years”
Cost of funds for experienced developers is near a historic low. Permitting timelines running three times longer than underwriting models assume are what's actually dragging achievable returns down to 15% — and three named investors on the same panel independently point to the same root cause.
The New Face of Capital
Vietnam’s private sector is shifting from asset accumulation to capital allocation. GELEX illustrates how industrial holdings are evolving across cycles.
Inside the Trade That Built VPBank’s Billionaire Chairman
From Eastern Europe noodles to Vietnam’s consumer finance boom, Ngô Chí Dũng’s wealth traces back to one high-margin, well-timed transaction.
The Vinamilk Ceiling: Why Thai Capital Stopped at 24.99%
F&N's stake in Vinamilk sits one basis point under Vietnam's mandatory tender-offer trigger. Jardine Matheson only partially exited. SCIC hasn't moved. What the frozen ownership structure actually signals for investors.
Vietnam’s $200 Billion and a 5-Year Test on its IFC
Vietnam's IFC decree sets up a genuine long-term asset. Its own advisor's timeline — and its own Ministry of Finance's numbers — point to where the real execution priority sits before 2030.
Vietnam's Missing Middle: The Same Gap Behind a 13% Retail Ceiling and a Rice Discount
The same missing layer — quality consistency and traceability from farm to shelf — explains why modern retail penetration sits at 13% in Vietnam against 55% in Thailand, and why Vietnam's best crops still sell at a discount.
Vietnam's Wind Farms Need $17 Billion with Contracts Aren't Built to Raise It.
Vietnam's power purchase agreements work fine for the capital that's funded the grid so far. They are, by international banks' own standard, unbankable for the capital PDP8's offshore wind targets actually require.
Old Before Rich: Vietnam's Healthcare Demand is Certain. Its Ability to Pay tells Different Story.
Vietnam will become an aged society around 2036, roughly a decade before it intends to become a high-income one. That ten-year gap is the single most important number in the private healthcare investment case — and the one least discussed.
Vietnam's Industrial Property Is Being Priced Like China in 2006. That Analogy Has Two Endings.
Institutional capital is treating Vietnam's industrial real estate the way it treated China two decades ago. The precedent that comparison invokes made fortunes — and the mechanism that made it work is the one Vietnam has not yet built.
Vietnam’s Semiconductor: Skip the Fab
Vietnam's semiconductor executives — not outside skeptics — are telling the government to skip the industry's most expensive, most prestigious stage and focus on the two where the country already has a foothold.
Vietnam's Synthesis Problem
Executives across Vietnam's technology and financial sectors keep independently naming the same gap in the country's talent — strong execution, thin synthesis. The real PISA data complicates their story more than it confirms it, and it isn't obvious whether the fix is educational, economic, or already sitting inside one Vietnamese company's operating model.
Beyond the Optics — Vietnam and the Semiconductor Race
Vietnam’s semiconductor push is driven by ambition and symbolism—but real progress depends on human capital, execution, and hard choices across the value chain.
Vietnam's International Financial Center: What Global Capital Will Test Next
Vietnam's International Financial Centre represents a major step toward integrating the country into global capital markets. But attracting international investors requires more than policy announcements and financial incentives. Drawing on perspectives from global bankers, institutional investors and BCG, Vietnam Vanguard examines the real tests ahead: capital mobility, regulatory predictability, legal protections and the institutional trust needed to turn ambition into long-term investment.