BSC Navigator | 09.2026: Vietnam – Policy direction toward year end

Monthly Topic: Vietnam – Policy direction toward year end

• The objectives and strategic direction of the Vietnamese government
• Challenges: Inflation, liquidity and funding 
• Policies and Solutions to address difficulties

Global macroeconomics

• Global macroeconomy: Geopolitical risks and trade policies hinder growth momentum
• Global monetary policies: Inflationary pressures from the war
• Global commodity prices and stock markets

Vietnam macroeconomics

• Vietnam macroeconomic Indicator forecasts
• Notable policies
• Growth momentum remains strong
• Monetary policy: Supporting growth while maintaining macroeconomic stability
• Short-term measures are being utilized to ease liquidity
• Energy prices are the main driver of rising inflation
• Disbursement of public investment: Accelerate progress
• In line with the DXY trend, USDVND has cooled down
• Industry and FDI maintain steady growth in tandem with trade
• Primary bond market
• Vietnam macroeconomic heatmap

Vietnam Stock Market

• The market recovered in August, driven by market upgrade catalysts
• VN-Index valuation remains in attractive range
• Market liquidity remained subdued 
• New securities account openings rise, but investors opt to stay on the sidelines
• Foreign investors continued to maintain a net selling trend 
• Domestic and foreign ETFs showed diverging trading trends 
• Derivatives market remained active
• Most sectors recorded positive performance in August
• NPAT Growth & Sector Performance: A Divergent Picture Among Sectors
• BSC30 and BSC50 performance compared to VN-Index 
• BSC30
• BSC50
• Disclaimer

Appendix
Appendix: Calendar of Events - September 2026 
Appendix: 2026 Events calender 
Vietnam and International stock markets performance