Strategy Report

BSC Navigator | M8.2026: Vietnam Subject to 3 Section 301 Investigations in 2026

Monthly Topic: Vietnam Subject to 3 Section 301 Investigations in 2026

Section 301 – Trade Act of 1974
Section 301: Number of investigations surged during Trump 1.0 and Trump 2.0
Section 301: Investigation timeline
2026 Section 301 Investigations: Cases involving Vietnam
Countries investigated under Section 301 in 2026
Forced Labor Investigation: Vietnam faces a 12.5% tariff
U.S. Imports in 5M2026
Vietnam’s Exports to the U.S.: Semiconductor products maintain strong growth momentum since 2025
Forced Labor Investigation: Over 40% of Vietnamese goods are tariff-exempt
Effective Tariff Rate: Vietnam holds a moderate tariff advantage
Vietnamese Garments: Competitive edge driven by quality and supply chain resilience
Footwear Exports from Vietnam: Competitive edge driven by quality and supply chain resilience
BSC’s Viewpoint

Global Macroeconomics

Global Macroeconomics: Geopolitical risks and trade policies impede growth momentum
Global Monetary Policy: Inflationary pressures fueled by war
Global Commodity Prices and Stock Market Performance
Vietnam Macroeconomics
Forecasts for Selected Vietnam Macroeconomic Indicators
Key Policy Highlights
A Bumpy Road Ahead
Credit–Deposit Gap Widened in July
Interim Solutions Leveraged to Unlock Liquidity
War Puts Upward Pressure on Energy Prices During the Month
Public Investment Disbursement: Witnessing a Breakthrough in July
Exchange Rate Remains Stable Despite Wide Trade Deficit
Industrial Production and FDI Grow Stably in Line with Trade Flows
Primary Bond Market
Vietnam Macroeconomic Heatmap