Dự kiến nới trần vốn ngắn hạn cho vay trung, dài hạn lên 40%

Japanese business summary. Read the original source for the source language.

Key pointsベトナム国家銀行は、短期資金を中長期貸出に使用する最大比率を30%から40%に引き上げることを提案しました。この変更は、銀行の資金運用の柔軟性を高め、経済成長を促進することを目指しています。
Business impact日本企業は本件の動向を注視し、関連する取引・契約・現地実務への影響を確認しておくとよいでしょう。

Japanese business summary. Read the original source for the source language.

Key points2026年6月11日、ハノイにてTHACOグループと韓国の現代ロテムが、メトロ車両の製造に関する詳細契約を締結しました。この契約により、ベトナム国内でのメトロ車両の生産が加速し、国産化率の向上が期待されています。両社は、技術移転や人材育成を通じて、ベトナムの交通インフラの発展に寄与する方針です。これにより、ベトナムの鉄道産業の競争力が強化される見込みです。
Business impact日系企業にとって、ベトナムの交通インフラの整備は重要なビジネス機会を提供します。特に、製造業や物流業界は、国産化の進展に伴い、新たな取引先やパートナーシップの構築が期待されます。

Japanese business summary. Read the original source for the source language.

Key pointsTHACOと韓国の現代ロテムは、ベトナムの都市鉄道システム向けにメトロ車両の技術移転と国産化に関する契約を締結しました。この契約により、ベトナム国内での生産能力が向上し、輸入依存度が低下することが期待されています。両社は、地域経済の発展にも寄与することを目指しています。
Business impact日本企業は、ベトナムのインフラプロジェクトにおける技術提携や投資機会を検討する際、現地企業との協力関係を強化することが重要です。

Key pointsOn October 14, 2026, Vietnam's Deputy Prime Minister Pham Gia Tuc met with U.S. Ambassador Jennifer Wicks and representatives from U.S. companies. The meeting reported that major companies like Apple, Intel, and Meta are looking to expand high-tech manufacturing in Vietnam. These companies proposed the development of the semiconductor industry and discussed new investment attraction mechanisms, as well as training talent and utilizing AI in Vietnam.
Business impactJapanese companies need to strengthen collaboration with U.S. firms and explore investment opportunities in high-tech sectors. In particular, entering the semiconductor industry will be a crucial step to enhance competitiveness.

Japanese business summary. Read the original source for the source language.

Key pointsハノイ市建設局は、複数の重要交通プロジェクトが施工量が低く、用地取得に課題があることを指摘しました。これにより、工事の進捗が遅れており、業者への監視と指導が急務とされています。特に、D17プロジェクトは10年以上の遅延が見込まれ、2026年6月の引き渡しが予定されています。
Business impact交通インフラの遅延は、物流やビジネス運営に直接的な影響を及ぼします。日本企業は、これらのプロジェクトの進捗を注視し、影響を受ける可能性のある事業計画を見直す必要があります。

Key pointsOn October 13, 2026, Prime Minister Le Minh Khai inspected the progress of the flood prevention project in Ho Chi Minh City, which has an investment of approximately 10 trillion VND and is currently 97% complete. The construction is expected to be finished by November 15, with operations starting by the end of the year. This project plays a crucial role in flood management within Ho Chi Minh City.
Business impactJapanese companies should monitor the project's progress, as it may impact related infrastructure development. Particularly in the construction and real estate sectors, a reassessment of business strategies may be necessary.

Key pointsHo Chi Minh City is exploring new possibilities for underground space development amid increasing urban infrastructure demands. A recent resolution regarding underground space planning has been adopted, with large-scale projects such as subways and underground parking facilities underway. Utilizing underground space is expected to reduce land use conflicts and enhance transportation infrastructure capacity.
Business impactJapanese companies need to pay attention to new regulations regarding underground space development and consider opportunities to participate in infrastructure projects, particularly in transportation-related businesses that are anticipated to grow in the future.

Key pointsThe expansion project of the expressway connecting Ho Chi Minh City and Long Thanh is accelerating its progress with a target completion date of December 2026. This project is crucial for meeting the connectivity requirements for the operation of Long Thanh Airport. Dong Nai Province is advancing efforts to secure land for the expressway.
Business impactJapanese companies can expect reduced logistics costs and new business opportunities due to the progress in infrastructure development. The transportation sector will be particularly impacted by this project.

Key pointsOn October 4, 2026, during a meeting in Hanoi, Deputy Prime Minister Pham Gia Tuc confirmed the progress of LNG power plants amid concerns over power shortages in the southern region. The demand for electricity is surging, particularly from data centers. The power plants are expected to provide substantial electricity supply by 2030.
Business impactStabilizing power supply is directly linked to the production activities of Japanese companies, particularly in manufacturing and IT sectors, which should closely monitor the state of power infrastructure and manage risks as necessary.

Key pointsThe Chairperson of the Vietnam Securities Commission, Vu Thi Chan Phuong, announced that Vietnam's securities market has entered a new chapter after over 26 years of development. Following an upgrade by FTSE Russell, the market aims to enhance transparency and efficiency, aligning with international standards. The market's capitalization has reached approximately $404 billion, accounting for 81.7% of GDP. There is a need to restructure the capital market and strengthen long-term funding supply.
Business impactJapanese companies should monitor these developments and assess the impact on related transactions, contracts, and local operations.

Key pointsOn September 30, 2026, a forum titled 'Ho Chi Minh City - Creating Excellent Talent for a New Era' was held in Ho Chi Minh City, where experts and administrators discussed proposals and solutions to attract top talent from around the world. The city aims to become an integrated urban model that prioritizes quality of life, emphasizing the need to address education, healthcare, and services for the elderly. The urban development law of 2026 is positioned as a key policy tool.
Business impactAttracting top talent is a critical issue for Japanese companies as well. To improve the quality of human resources, businesses need to focus on enhancing education and living conditions.

Key pointsA proposal in Vietnam's land law amendment suggests that all co-owners' names must be listed on land use rights certificates (commonly known as the 'red book'). This aims to clarify land ownership and reduce legal disputes. Currently, only the representative's name is allowed, but the amendment seeks to change this requirement to include all co-owners' names, enhancing transparency in land rights.
Business impactIf this amendment is implemented, Japanese companies acquiring land will need to verify co-owners and prepare contracts accordingly. Particularly when multiple investors are involved, it will be essential to list all names, making prior legal advice important.