Author Archives: Khoa Truong

VN-INDEX HIT A PEAK – WHY ARE MANY INVESTORS STILL STRUGGLING TO FIND PROFITS?

VN-INDEX HIT A PEAK – WHY ARE MANY INVESTORS STILL STRUGGLING TO FIND PROFITS? The Vietnamese stock market in the first half of 2026 is witnessing landmark fluctuations. Facing a constantly changing economy, from global inflationary pressures to domestic institutional...

PHU HUNG FUND MANAGEMENT (PHFM) LAUNCHES PHFM VNSHINE ETF: “A NEW BREEZE” FROM SMART BETA STRATEGY

PHU HUNG FUND MANAGEMENT (PHFM) LAUNCHES PHFM VNSHINE ETF: “A NEW BREEZE” FROM SMART BETA STRATEGY Phu Hung Fund Management Joint Stock Company (PHFM) has officially received approval from the State Securities Commission of Vietnam to conduct a public offering...

INFLATION RETURNS, POLICY DIVERGES – NAVIGATING THE ROAD AHEAD

INFLATION RETURNS, POLICY DIVERGES – NAVIGATING THE ROAD AHEAD 1. When Inflation Roars Back: A New Global Shock The global macroeconomic environment in the first quarter of 2026 is defined by a severe resurgence of cost-push inflationary pressures, fundamentally altering...

INVESTING IN A K-SHAPED ECONOMY

INVESTING IN A K-SHAPED ECONOMY Investors are flooded with headlines of Vietnam’s stellar economic growth. Real GDP has hit five-year highs over the past four quarters (excluding the 2022 post-COVID rebound), cementing the country’s status as a global outperformer. Yet,...

THE POWER SECTOR IS ENTERING A NEW INVESTMENT CYCLE

THE POWER SECTOR IS ENTERING A NEW INVESTMENT CYCLE Electricity consumption growth remains high Electricity demand in Vietnam continues to grow, but the pace of that growth has slowed relative to the pace of economic expansion. This is captured by...