Vietnam’s benchmark index ⁠gained 41% in 2025, its strongest rise in eight years, as the economy of the export-reliant nation expanded 8%. Flows of overseas capital can lift Vietnamese companies’ stocks and lower their funding costs, supporting economic growth and the currency. “Foreign investors were cautious on Vietnam heading into the Trump presidency due to concerns around potential tariffs,” said Sean Taylor, chief investment officer at the San Francisco-based asset management firm Matthews Asia. A benchmark dominated by banks and developers is being increasingly driven by a single stock, Vingroup, which rose 736% last year. “A few ⁠related stocks account for a disproportionate share of the index and exert outsized influence over market movements,” said Thu Nguyen, deputy head of Vietnamese fund VinaCapital.

Source: Bangkok Post March 03, 2026 10:45 UTC