Thematic Report

Macro Note: US-Israel-Iran conflict scenarios

09/03/2026 05:16:33 PM
VN-Index outlook across scenarios
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Macro Note: US-Israel war on Iran

02/03/2026 06:16:00 PM
Overview and assessment
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Macro Note: EU environmental regulations

02/03/2026 04:15:44 PM
Impact of EUDR, IUU yellow card, and CBAM on Vietnam’s key export sectors
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Macro Note: US reciprocal tariffs

24/02/2026 02:02:10 PM
Vietnam implications amid the IEEPA reversal and shift to flat global rates
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Macro Note: Interbank market

05/02/2026 03:06:43 PM
Assessment of the overnight rate spike and liquidity outlook
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Macro Note: Circular 08/2026/TT-BTC

04/02/2026 04:21:32 PM
Circular 08/2026/TT-BTC, issued on February 3, 2026, serves as a crucial legal document to finalize the technical conditions for market upgrade
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Macro-Strategy Note: Resolution 79-NQ/TW

13/01/2026 01:36:20 PM
Policy highlights and market impact assessment
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Oil & Gas Sector Note

06/01/2026 05:03:23 PM
Policy reforms & sectoral impacts
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Macro-Strategy Note: VEIL share buyback

16/12/2025 05:19:28 PM
Summary and market impact assessment
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