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Vietnam’s Economy in 2026: Navigating Tight Credit Margins and Fiscal Pivot to Drive Growth
In 2026, Vietnam embarks on a pivotal phase with the launch of its Socio-Economic Development Plan for 2026–2030, a period critical to sustaining high and sustainable growth. Amid this backdrop, macroeconomic policy management faces a complex challenge: balancing growth support with macroeconomic stability, inflation control, and financial system resilience.
Rural Vietnam: The Long-Term Runway for Modern Retail Growth
According to the Retail Industry Report by SHS Research, Vietnam’s food retail market is currently valued at approximately $70 billion. However, the penetration rate of modern retail channels stands at only about 14%—significantly lower than Thailand (approximately 48%) and Indonesia (around 23%). This gap highlights the substantial growth potential for modern retail in Vietnam, particularly as domestic consumption rebounds and consumer behavior increasingly prioritizes product quality and convenience.
Tracking the Shark Money Trail: January 14th Sees Buying Pressure Concentrated in Bank Stocks
In the January 14th session, proprietary trading firms and foreign investors continued their net selling streak, yet buying momentum notably concentrated on banking stocks, drawing significant attention.
