Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Vietnam Technology Stocks: The Software Export Story
How Vietnam tech stocks earn dollars abroad: the software export model, PEG valuation, de-rating risk and a quarterly checklist for foreign investors.
Vietnam’s Consumer Sector: Investing in the Middle-Class Boom
How to invest in Vietnam consumer stocks: staples vs discretionary, brand and distribution moats, valuation premiums, and the real risks behind the boom.
Vietnam Real Estate Market and Stocks: How It Really Works
How the Vietnam real estate market and its listed stocks work: handover accounting, presales, land banks, leverage and a practical checklist.
Vietnam Banking System: A Foreign Investor’s Guide
Why banks dominate the Vietnam banking system and stock market, how they earn under credit quotas, and the metrics that matter: P/B, NPL, NIM and CASA.
Vietnam Trading Hours and Rules: Settlement, Price Limits
Vietnam trading hours and rules explained: daily price bands, 100-share lots, ATO and ATC auctions, settlement cycle and margin basics.
Taxes on Vietnamese Stocks: What Foreign Investors Pay
How Vietnam taxes foreign stock investors: transaction-based capital gains tax, dividend withholding, tax treaties and record-keeping, explained simply.
Invest in Vietnamese Dong: Currency Risk for USD Investors
Should you invest in Vietnamese dong? How the managed-float currency affects USD returns: long-run behavior, worked return math and hedging limits.
Opening a Vietnamese Brokerage Account as a Foreigner
Step-by-step guide to open a brokerage account in Vietnam as a foreigner: trading code, documents, IICA funding, broker choice and your first stock order.
Vietnam from Frontier to Emerging: How FTSE Upgrades Work
How the Vietnam emerging market upgrade works: FTSE and MSCI criteria, typical timelines, lessons from past upgrades and how long-term investors position.