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News & Insights


Central Retail’s exit signals a brutal shake-out in Vietnam’s consumer electronics retail market
Central Retail’s Exit Signals Intensifying Competition in Vietnam’s Consumer Electronics Retail Market Central Retail’s withdrawal underscores the mounting competitive pressure in Vietnam’s consumer electronics retail sector, as Dien May Xanh continues to consolidate its overwhelming market dominance. In late 2025, Vietnam’s electronics retail market was taken by surprise when Thailand’s Central Retail announced the divestment of its entire investment in NKT New Technology De
19 hours ago


Starting January 1, 2026: U.S. restricts imports of 12 Vietnamese seafood categories
Here is the list of 12 fisheries that the U.S. National Oceanic and Atmospheric Administration (NOAA) determined do not have regulatory programs comparable in effectiveness to the U.S. Marine Mammal Protection Act (MMPA) standards — meaning they were not recognized as equivalent under the MMPA’s comparability finding and are subject to import restrictions into the United States from January 1, 2026: Fishery ID 2932 – Grouper caught with gillnets and bottom trawls. Fishery ID
3 days ago


Vietnam economic strategic report: 2026 growth drivers from key economic contexts and events
In 2025, Viet Nam’s economy reached a cyclical peak, with GDP growth accelerating to 8.02%—one of the highest rates recorded in nearly three decades—despite a backdrop of weakening global growth and heightened uncertainty. Growth momentum was broadly based across all three pillars of aggregate demand, underpinned by accommodative monetary conditions, early credit expansion, a renewed leadership role of public investment, and record-high disbursement of FDI inflows. Manufactur
4 days ago


Global economy 2025: Major international economic events and market dynamics
The year 2025 unfolds amid a global economic landscape characterized by protracted subdued growth, interspersed with fragile signals of stability and increasingly evident structural risks.
Jan 15


2026 Update: Vietnam records 478 operational industrial parks with record-high occupancy rates
According to a report by the Ministry of Finance of Vietnam on the nationwide development of industrial parks (IPs) and economic zones (EZs), the number of established and operational industrial parks has reached a substantial scale, accompanied by historically high occupancy rates. Specifically, statistics from the Foreign Investment Agency (under the Ministry of Finance) indicate that Vietnam currently has 478 established industrial parks, comprising 421 IPs located outside
Jan 12


Global shrimp markets 2026: Supply surge from Ecuador vs. India’s tariff challenges
HIGHLIGHTS Global shrimp production to rise in 2026 US buyers likely to diversify suppliers amid tariffs on Indian shrimp Government stimulus to boost shrimp demand in China EU demand outlook firm, shifting toward value-added formats Global shrimp markets are likely to see mixed trends in 2026, shaped by trade dynamics and regional production shifts. Ecuador is expected to maintain strong export growth, supported by resilient output and recovering demand from China, while Ind
Jan 8


Revisiting Vietnam’s billion-dollar M&A deals in 2025: A launchpad for global expansion or the “sell-out” of local brands?
As mergers and acquisitions (M&A) activity in Vietnam has accelerated over the past decade, large-scale transactions have not only reshaped ownership structures within domestic companies but also forced many local brands to confront a strategic crossroads: preserving their original identity or pivoting toward a new growth trajectory. This context raises a fundamental question: are Vietnamese enterprises losing their identity when “selling” to major investors, or are they proa
Jan 4


VND 5 trillion in Japanese capital propels a new entrant, making Viet Nam’s cinema market more competitive than ever
Viet Nam’s cinema market—already highly competitive and dominated by major foreign players—is becoming even more intense with the unexpected entry of a Japanese conglomerate. The arrival of newcomer Aeon Beta raises the question of whether the competitive landscape could be fundamentally reshaped. Mapping Viet Nam’s Cinema Market Following a period of severe disruption caused by the pandemic, Viet Nam’s cinema market has returned to a growth trajectory, with an increasingly w
Dec 27, 2025


Vietnam macro and industry report - 12/2025
Domestic Economic Conditions The domestic economy continues to post some positive results, with industrial production expanding and manufacturing activity remaining in expansionary territory. However, these improvements appear largely seasonal and heavily reliant on domestic demand, while external conditions are deteriorating rapidly. Export weakness has become more synchronized across key markets: shipments to the United States declined for the fourth consecutive month amid
Dec 22, 2025


Vietnam’s largest coffee chain reaches a new profit peak, with Philippines conglomerate holding a 60% stake
Highlands Coffee, Vietnam’s largest coffee chain, has recorded a new profit high, according to the Q3/2025 business results released by Jollibee Foods Corporation (JFC) of the Philippines — the parent company of Highlands Coffee. Founded in 1999 by entrepreneur David Thai (Thai Phi Diep), Highlands Coffee initially operated as a packaged coffee brand, focusing on high-quality roasted and ground coffee. Following strong market reception, the brand opened its first café in Ho C
Dec 15, 2025


Wood & wood products industry report – Q3/2025
From the beginning of Q3 to date, growth in Vietnam’s wood and wood products industry has moderated compared with the first half of the year, reflecting the combined impact of U.S. tariff measures and softening demand in several key export markets. On a cumulative basis over the first ten months of 2025, total industry exports exceeded USD 14 billion (+6% YoY). Wood products accounted for more than 68% of total export value, growing +5.2% YoY. Strong-performing product segmen
Dec 15, 2025


Vietnam Industrial Park Update 2025
According to official statistics from the Foreign Investment Agency (Ministry of Finance), Vietnam currently has 478 established industrial parks (IPs), comprising 421 IPs located outside economic zones, 49 IPs within coastal economic zones, and 8 IPs within border-gate economic zones. These industrial parks cover a total natural land area of approximately 145.97 thousand hectares, generating an industrial land bank of around 101.6 thousand hectares. Among the established ind
Dec 15, 2025
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