Blog
Market, company and investment-trend analysis from the Investify team.
VN-Index -0.10% Masks the Week's Biggest Sector Rotation
The headline index barely moved on May 26, but beneath the surface a powerful portfolio reallocation was underway: the gap between the top-gaining and deepest-falling sectors exceeded 10 percentage points in a single session.
Thach Khe: 544 Million Tons of Iron Ore at a Policy Crossroads
Southeast Asia's largest iron mine has sat idle for 15 years. With a government deadline set for May 2026, Hoa Phat, Vingroup, Vinacomin, and THACO are now proposing to develop it together.
US Strikes Iran: Oil Stays Calm, Stocks Diverge
CENTCOM struck Iranian missile launchers near the Strait of Hormuz on the night of May 25, yet Brent crude barely budged and WTI actually fell. Markets are pricing in a deal, not a war, and that bet is already reshuffling capital on Vietnam's trading boards.
Google Dismantles Its USD 198B Machine: A Forced Move
In 2024, over 56% of Alphabet's revenue came from search advertising. At Google I/O 2026, Google announced it would replace the mechanism behind that engine with AI Search, and no one yet knows how much the new model will earn.
Negative Real Rates, Yet VND 10,380 Trillion Stays Put
By end-January 2026, household deposits hit a record VND 10,380 trillion even as real returns turned negative by nearly 2%. Three behavioural layers explain why this enormous pool of money refuses to move.
Oil Down 12%: Nikkei Hits Record, Vietnam Oil Stocks Sell Off
The same 12% drop in Brent crude triggered three entirely different reactions across Asian markets. What matters isn't which way oil moved, but what role oil plays in each economy and each company.
Vuong's VinEnergo Holding: $3B Energy Ambition Outside VIC
Pham Nhat Vuong has registered VinEnergo Holding with VND 79,763 billion in capital, surpassing Vingroup and built entirely outside the listed entity. Here is what VIC and VHM shareholders need to understand.
May Bond Market: 97% of Public Offerings Are From Banks
While most retail investors still avoid 'corporate bonds' because of 2022 memories, the public offering channel in May has completely changed: 97% of issuance value comes from banks, not real estate.
Vinhomes Gold-for-Home Program: The 110% Is a Price Floor, Not a Return
Vinhomes promises to return 110% of your gold's value after 5 years, but spread evenly that's only about 2% per year. Here's what you're actually paying for.
Urea Down 27% With Supply Still Stuck: DPM and DCM
90 days from Hormuz to the reversal: urea surged 55% then fell 27% while supply remained locked in. DPM and DCM delivered a standout Q1, but the second half hinges on two unresolved variables.
VND 58,500B Corporate Bonds Due Q2: Real Estate at 75.6%
Vietnam's largest quarterly corporate bond maturity of the year arrives with nearly three-quarters concentrated in real estate, against a backdrop of VND 31,500 billion already in arrears. Here's what bondholders need to understand about the three scenarios ahead and their legal rights under Decree 08.
DGC Trading Restricted: Two Problems, One Legal Root
From May 26, DGC moves to periodic matching: lower liquidity, harder to exit. That part is fixable. The bigger risk is a criminal investigation that is simultaneously squeezing profit margins and extending the recovery timeline.