Analysis &
Updates
Market analysis, macro news, company reviews and investing knowledge from the VWEALTH team.
Vietnam Dividend Stocks: Yields, Payout Records and Traps
Cash vs stock dividends, dilution math, withholding tax and yield traps: a practical guide to screening Vietnam dividend stocks for durable passive income.
Vietnam’s Demographics: The 20-Year Investment Case
100 million people, a young median age, an urbanization runway: how Vietnam's demographics drive sector S-curves, when aging hits, why price still decides.
China+1: FDI, Manufacturing and Vietnamese Stocks to Watch
How the China Plus One shift channels FDI into Vietnamese stocks - industrial parks, ports, builders, banks - plus the real limits of the whole thesis.
Vietnam vs Thailand Economy and Markets: Where to Invest
Vietnam vs Thailand economy and other emerging markets: growth engines, demographics, foreign access and index status compared side by side.
The Risks of Investing in Vietnam Stocks: An Honest View
The nine real risks of investing in Vietnam stocks — currency, liquidity, ownership limits, governance, volatility — and how serious each one is.
Corporate Governance in Vietnam: A Guide for Foreign Investors
How corporate governance works in Vietnam: controlling families, related-party deals, dilution, ESOPs and a 10-point checklist for foreign investors.
Vietnam’s State-Owned Enterprises: Equitization and Divestment
How Vietnam state owned enterprises became listed giants via equitization, what state control means for minority shareholders, and how to value an SOE.
How to Read Financial Statements in Vietnam: VAS vs IFRS
Learn how to read financial statements under Vietnam's VAS versus IFRS — historical cost, bank provisioning, goodwill — and how to adjust your analysis.
Vietnam Equity Market: The 30 Blue Chips That Move It
A sector guide to the Vietnam equity market and its blue chips: how banks, property, consumer, tech and energy giants earn and what moves them.