BSC Navigator | M08.2025: Direct and indirect investment capital flows from China to Vietnam

Monthly Topic: Direct/Indirect Investment Capital Flows from China to Vietnam

• China’s economic context

• China’s “Dual Circulation” strategy

• Trends in China’s Outbound Direct Investment (ODI)

• Trends in China’s Outbound Portfolio Investment (FPI)

• Outlook for China’s ODI/FPI in Vietnam

• ODI Inflows into Vietnam

• Notable ODI projects

• FPI inflows into Vietnam

• Major Chinese investment funds in Vietnam

Global macroeconomics

• Trade war – Latest developments from the U.S.

• Trade war – Goods from Vietnam

• Trade War – Tools that President Trump is able to impose tariff policy

• Trade War – Tariff scenarios for Vietnam

• Global macroeconomics

• Global monetary policy

• Global commodity prices and stock market developments

Vietnam macroeconomics

• Vietnam macroeconomic forecast

• Notable policies

• GDP Growth and Consumption

• Monetary policy

• Fiscal policy

• Exchange rates and Import-Export

• FDI and PMI

• Corporate bond and Government bond

• Monthly macro heatmap

Vietnam stock market

• Domestic stock market movements and forecast

• Market valuation

• Liquidity and structure

• Individual investors in the market

• Foreign cashflow

• ETF cashflow

• Derivatives market

• Performances of sectors

• Sectors business results

• Investment returns of BSC30 and BSC50 compared to the VN-Index

• BSC30, BSC 50 Portfolios

Appendix

• Items considered “semiconductors” as defined in document "Clarification of Exceptions Under Executive Order 14257 of April 2, 2025, as Amended" dated 11/04/2025

• Events calendar August 2025

• Events calendar 2025

• Vietnam and International stock markets