Strategy Report

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

  • Date

    19/08/2026

  • Security code

  • Company

  • Expert name

    Nguyễn Giang Anh

  • Language

    Tiếng Anh

  • Number of Downloads

    1

Detailed report

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

Vietnam Stock Market

  • Market Underwent a Sharp Correction in July
  • VN-Index Valuation Discounted to Attractive Levels
  • Market Trading Liquidity Remained Subdued
  • New Securities Accounts Opened Reached a One-Year Low
  • Foreign Investors Continued Net-Selling Trend
  • Divergent Trading Flows Between Domestic and Foreign ETFs
  • Derivatives Market Rebounded Actively
  • Market Breadth Tilted Negative During the Month
  • PAT Growth & Sector Performance: A Polarized Picture in 7M2026
  • Investment Returns of BSC30 and BSC50 vs. VN-Index
  • BSC30 and BSC50 Portfolios

Appendix

  • August 2026 Event Calendar
  • 2026 Full-Year Event Calendar
  • Domestic and Global Stock Market Performance

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