Capital flows are expected to remain highly selective, as shares in the Vin-related stocks group lose momentum and banking stocks face selling pressure from foreign investors.

The impact of commodity prices depends on whether companies are buyers or sellers, the spread between selling prices and input costs, the timing of cost recognition and their ability to pass higher costs onto customers.

Việt Nam is broadening its capital-market channels as the FTSE upgrade opens access to more global investors while new bond mechanisms seek to mobilise longer-term funding for infrastructure.

The VN-Index opened in positive territory before quickly reversing course as selling pressure spread across the market.

The market surged as strong gains in heavyweight stocks lifted the benchmark VN-Index, even as market breadth remained negative and trading liquidity continued to weaken.

Under the plan, 21 companies have been identified as investments that SCIC will continue to hold for the next five years.

The fact that bad debts are increasing faster than credit growth is a warning sign of pressure on the asset quality of the banking system, according to one economics lecturer.

VPS's market share fell to 12.61 per cent from 15.32 per cent in the previous quarter, representing a loss of 2.71 percentage points to competitors.

A more balanced financial system is essential if Việt Nam is to sustain annual GDP growth of 10 per cent or more over the next five years.

Together, the two companies contributed more than VNĐ500 trillion in the first half of 2026, accounting for around 70 per cent of the market's total capitalisation gain.

Foreign ownership limits (FOL) remain the most significant obstacle to Việt Nam's market upgrade process.

The new circular will help credit institutions have more room to provide capital to businesses and investment projects to support high economic growth in the next few years, while increasing flexibility in the SBV’s monetary policy management.

Activity on the market still appeared subdued as capital inflows had not yet shown a decisive breakout and foreign investors continued net selling.

One of the regulator's key priorities will be the development and implementation of a central counterparty clearing (CCP) mechanism, which is expected to become operational in the first quarter of 2027.

A review by the State Securities Commission of Vietnam found that 67 out of 789 equitised enterprises failed to meet shareholder structure requirements, including 21 State-owned parent firms and 46 subsidiaries.

The VN-Index swung from a deep fall to a near-flat finish within the same afternoon as investors shifted rapidly from a cautious posture to aggressive deployment of capital.

Fitch Ratings has praised Việt Nam’s macroeconomic resilience and policy management, saying continued reforms and stable growth will support the country’s sovereign credit outlook.

The Government has set a target of achieving double-digit economic growth during the 2026-2030 period, increasing pressure on state-owned enterprises to expand production and business activities beyond the limits of existing resources.

Securities companies maintained cautious but generally constructive views on the market's medium-term outlook amid the ongoing volatility.

The VN30-Index, tracking the 30 biggest stocks on HoSE, reportedly gained more than 25 points and acted as the market's primary driver.

Persistent foreign selling and sharp losses in property shares dragged the VN-Index lower on Wednesday, despite stronger trading activity and gains in energy stocks.

Even with the sell-off pressure, the benchmark index held its positive tone due to the pull from heavyweight stocks.

Experts noted that inclusion in the FTSE Emerging Markets Index does not necessarily ensure sustained growth, as market trends are more heavily influenced by macroeconomic dynamics.

April's market will continue to face geopolitical risks, rising interest rates and elevated margin financing, while the economy still has room for support.

Deloitte has estimated the upgrade could attract up to US$6 billion in foreign inflows, bolstering liquidity, market depth and demand for IPOs in coming years.

Under the circular, individual investors, regardless of residency status, who transfer crypto assets through service providers must pay personal income tax at a rate of 0.1 per cent of the value of each transaction.

In recent years, transactions in unlisted shares have sometimes been treated like securities transfers and taxed at the 0.1 per cent rate.