Vietnam, business & markets coverage
Capital: Hanoi
Fastest-growing major ASEAN economy, key beneficiary of China+1 manufacturing shifts.
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Timor-LesteExecution lens
How Vietnam scores on the six Execution Economics pillars: institutions, capital, infrastructure, talent, technology and trust. Country scorecards are published progressively as research is completed.
Latest from Vietnam
VietnamCapital in Vietnam: From Wealth to Investable Depth
Vietnam's expanding class of ultra-rich individuals is a sign of economic dynamism. The next step is translating that capital into broad, investable economic depth through institutional reform.
VietnamVietnam's Private Capital Surge Tests Institutional Capacity
A rapid rise in private wealth is a positive indicator for Vietnam, but channeling this new capital into productive, long-term national assets requires robust institutional and regulatory frameworks.
VietnamCapital and Institutions in Vietnam
Vietnam's fast-growing cohort of wealthy individuals is a sign of economic dynamism, but converting this domestic capital into durable national assets requires stronger institutional frameworks.
VietnamVietnam's Growing Wealth: From Affluence to Investment
The rapid growth in Vietnam's ultra-rich population is a notable headline, but translating this domestic capital into productive, long-term investment requires institutional strengthening and a focus on execution.
VietnamVietnam's Expressway Push Tests State Capacity
Vietnam aims to mobilize VND846 trillion in private capital for expressways. Success will depend on institutional quality and the state's ability to manage complex infrastructure projects.
VietnamVietnam
Vietnam is seeking approximately VND846 trillion in private capital for 29 priority projects to expand its expressway network to over 5,000 km by 2030, enhancing efforts to attract private investment.
VietnamThe Expressway to Development in Việt Nam
Việt Nam is looking for private capital to build out its national expressway network. For investors, the reliability of state institutions will be as important as the spreadsheets.
VietnamVietnam's Infrastructure Execution Test
Hanoi has an ambitious plan to expand its national expressway network, but a multi-billion-dollar funding gap puts the focus on its ability to execute. For foreign investors, infrastructure that arrives on time is a powerful signal of a state's capacity.
VietnamVietnam's Tech Ambitions Test Its Talent and Infrastructure
Vietnam is attracting significant interest from technology investors. However, turning this interest into realised investment will depend on developing a skilled workforce and improving infrastructure.
VietnamVietnam Bets on Infrastructure to Reduce the Cost of Friction
A new expressway connecting the Mekong Delta to Long Thanh International Airport is a tangible sign of Vietnam's focus on institutional reliability.
VietnamThe Hard Work of Building Tomorrow's Infrastructure
Patient, long-term investment in infrastructure is a core element of national competitive advantage.
VietnamThe Price of Hesitation in Airport Development
Vietnam's decision to delay the Long Thanh airport opening to 2026 highlights the tension between ambitious infrastructure goals and the practical challenges of execution, a key theme in regional development.
VietnamVietnam's Delayed Airport is a Costly Lesson in State Capacity
The new international airport in Ho Chi Minh City is a needed infrastructure upgrade, but its delays highlight a deeper challenge for Vietnam: the institutional capacity to deliver complex projects on time.
VietnamVietnam's Airport Delays and the Quiet Cost of Friction
Delayed infrastructure projects like airports highlight the growing importance of institutional reliability for national competitive advantage.
VietnamThe Price of Hesitation in Airport Infrastructure
Delayed infrastructure projects, such as airport expansions, carry substantial economic costs. For ASEAN to maintain its growth trajectory, the focus must be on effective and timely execution rather than just ambitious announcements.
VietnamVietnam Delays Long Thanh Airport, Exposing Institutional Friction
Vietnam's decision to delay the first phase of Long Thanh International Airport to 2026 highlights the immense difficulty of executing large-scale infrastructure projects, a theme central to ASEAN's growth story.
VietnamVietnam's Airport Delays and the High Cost of Friction
Delayed infrastructure projects, such as airport expansions, impose significant economic costs. For Vietnam, completing these projects is not just about adding capacity, but about demonstrating institutional reliability.
VietnamVietnam Delays Long Thanh Airport, Exposing Institutional Friction
Delayed infrastructure projects like Long Thanh International Airport highlight a core challenge in ASEAN: the gap between ambition and execution, and the high cost of institutional friction.
VietnamVietnam's Long-Term Airport Plan Hinges on Execution
Vietnam has an ambitious plan to more than double its airport capacity by 2030, but its success will depend on institutional reliability and the state's ability to deliver complex, long-term infrastructure projects.
VietnamVietnam's Long-Term Bets on Airport Infrastructure
Vietnam's decision to persist with the Long Thanh International Airport project, despite current global economic uncertainties, is a calculated move to enhance its long-term institutional and infrastructural capacity.
VietnamThe Price of Hesitation on Infrastructure
Delayed infrastructure projects, such as airport expansions, impose real economic costs. For ASEAN to maintain its growth, the focus must shift from announcing ambitious plans to executing them efficiently and transparently.
VietnamVietnam Delays Long Thanh Airport, Exposing a Regional Weakness
The delay of Long Thanh International Airport's first phase to 2026 highlights a recurring issue in ASEAN: the gap between ambitious infrastructure plans and the institutional capacity to execute them.
VietnamThe Price of Hesitation in Airport Infrastructure
Delayed infrastructure projects carry substantial economic costs, a reality that underscores the importance of state capacity and timely execution in achieving national and regional goals.
VietnamVietnam's High-Tech FDI Ambitions Meet a Talent Bottleneck
FDI announcements travel quickly. Realised flows depend on the slower work of land, permits, power and talent reaching the ground. For Vietnam, the talent gap is now the primary constraint on its high-tech ambitions.
VietnamVietnam's Agri-Export Ambitions Depend on Institutional Depth
Vietnam's ambitious agricultural export targets for the end of 2026 highlight the critical link between investment announcements and the on-the-ground reality of institutional execution.
VietnamVietnam's Tax Plan Tests Its Institutional Capacity
Vietnam is considering a tax overhaul to shift investment towards technology and R&D. While this is a positive signal for upgrading its economy, the real test lies in the execution and the capacity of its institutions to translate policy into tangible outcomes for local firms.
VietnamVietnam Weighs Tax Changes To Deepen Its Supply Chain Role
Vietnam is considering a tax overhaul to help local firms integrate into global supply chains. Realised FDI flows depend on the slower work of turning policy into permits, power, and talent on the ground.
VietnamVietnam's Data Center Ambitions Meet Reality
Vietnam's data center boom is hitting constraints. Power, site, and tariff issues are creating a reality check for investors, echoing the book's core theme: "Capital coordination is itself an industrial input."
VietnamVietnam's data center ambitions meet the institutional test
Foreign investors are noticing Vietnam's potential as a data center hub. Turning that interest into reality will require a concerted effort to align institutions, infrastructure, and talent.
VietnamVietnam's Data Center Boom: From Ambition to Reality
A development pipeline for hyperscale data centers shows rising demand for digital infrastructure in Vietnam, but turning announcements into operational assets requires institutional focus.
Vietnam intelligence
All trackers →Investment & FDI signals
Full fdi tracker →- fdi· Vietnam· 13 November 2026Vietnam, South Korea deepen AI and semiconductor ties with eight deals
Vietnam and South Korea signed eight cooperation agreements in AI and semiconductors during the VKAISS 2026 event in Hanoi, which included nearly 100 business matchmaking sessions.
- fdi· Vietnam· 10 November 2026SCOPE-HE launches three projects to strengthen green and digital skills in ASEAN
Three EU-funded projects were launched under the EU-ASEAN Sustainable Connectivity Package to support digital transformation and green skills in TVET.
- fdi· Vietnam· 10 November 2026Foreign investment in HCMC surges 4.2-fold
Ho Chi Minh City attracted $19.1 billion in registered FDI in the first 10 months of 2026, marking a 4.2-fold increase compared to the previous year.
19.1 billion USDSource: e.vnexpress.net ↗ - fdi· Vietnam· 9 November 2026Vietnam-Japan semiconductor cooperation pays the way for high-tech investment
Vietnam and Japan are collaborating on five semiconductor research projects involving leading universities to foster high-tech investment.
Trade & supply chain signals
Full trade tracker →- trade· Vietnam· 10 November 2026US extends Vietnam trade probe on intellectual property by three months
The United States has extended its ongoing trade investigation into Vietnam's intellectual property protection practices by an additional three months.
Infrastructure signals
Full infrastructure tracker →- infrastructure· Vietnam· 11 November 2026Vietnam's $6.2 billion expressway plan raises concerns over provincial budgets
Vietnam is planning $6.2 billion in expressway projects, though lawmakers have raised concerns regarding the financial burden on provincial budgets.
6.2 billion USDSource: vietnamnet.vn ↗ - infrastructure· Vietnam· 10 November 2026Secretary-General of ASEAN delivers video message at the ASEAN-EU High-level Session at the ASEAN Pavilion, UNFCCC COP31
ASEAN Secretary-General Kao Kim Hourn delivered a message at the ASEAN-EU High-level Session during COP31 in Antalya regarding the ASEAN-EU Strategic Partnership.
- infrastructure· Vietnam· 8 November 2026Vietnam proposes $6.2 billion for three expressways to connect all provinces
Vietnam proposed a $6.2 billion investment for three expressway projects covering 430.5km to improve connectivity and reduce travel times.
6.2 billion USDSource: vietnamnet.vn ↗
Vietnam coverage themes
- Trade & supply chains. Bilateral flows, RCEP, tariff shifts and sector exposure.
- Investment & FDI. Inbound capital, sovereign deals and sector destinations.
- Capital markets. Exchanges, IPO pipeline, debt, currency and portfolio flows.
- Technology. Startups, fintech, AI deployment and platform regulation.
- Binding constraints. Fiscal, structural, institutional and geopolitical limits.
- Boardroom briefings. Bespoke Vietnam briefings for boards and investors.