Vietnam’s Limited-Service Restaurants (LSR) industry is undergoing a structural shift from fragmentation toward greater market consolidation, with the top three operators now accounting for approximately 56.9% of total market share. This trend underscores the increasingly dominant role of large-scale chains, which benefit from superior operational scale, supply chain efficiency, and cost optimization capabilities. At the same time, competitive dynamics are being reshaped. Bra

Following the completion of the acquisition of The Coffee House and the restructuring of its system, Golden Gate enters 2026 with strong growth ambitions.

Export growth driven by Japan; rising supply pipeline raises medium-term risks Coverage: Vietnam | Biomass | Wood Pellet Key takeaways Vietnam pellet exports + [...] % YoY in 2025, driven primarily by Japan (+41% YoY) South Korea demand contracted sharply (-36.7% YoY), marking structural decline Capacity expansion accelerating (+ [...] mt since end-2023), with further pipeline ahead Export concentration risk rising as Japan share increases to ~74% Export dynamics Vietnam’s p

A Shift Toward Value and Formalization Vietnam’s consumer foodservice sector is entering a pivotal transition phase. While the market achieved a total revenue of over VND 640 trillion in 2024,

A number of new regulations in the securities sector taking effect in 2026 include sanctions for violations in private securities issuance, securities practice, and trading activities of foreign investors.

Revenue growth reached 23%, while volume growth stood at 9%, indicating that the growth momentum of the beauty and personal care industry is driven not only by higher sales volume but also by an increase in value per order.

Vietnam Steel Industry – Jan–Feb 2026 Update & Outlook: Steel production rose strongly (+17.5% YoY), supported by solid domestic demand and new capacity coming online.

Entering 2026, as the financial market moves into a new cycle, the bond bottleneck continues to weigh heavily on real estate companies—a sector that had previously relied heavily on financial leverage during its rapid growth phase.

Decree No. 71/2026/ND-CP, recently issued by the Government, regulates administrative penalties in the field of atomic energy and will take effect from May 1, 2026, replacing Decree No. 107/2013/ND-CP

Previously, the licensing of aquaculture breed imports—especially for species not included in the permitted business list—was mainly handled by central-level authorities

Fertilizer Industry – Jan–Feb 2026 Update & Outlook: Global urea prices rose strongly from early 2026 and surged further in early March, reaching ~USD 660/ton (+62% YTD); domestic prices also increased 30–36% YTD, while DAP and potash saw only modest gains.

The Ministry of Finance has recently announced the completion of the preliminary assessment phase for applications seeking licenses to operate crypto asset trading platforms, under the pilot framework outlined in Resolution No. 05/2025/NQ-CP.