Khát vọng "2 con số" và lựa chọn lịch sử của Việt Nam

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

Key pointsベトナムは、40年の改革を経て、平均6.4%の成長を達成したが、2045年までに高所得国になるためには、10%の成長を目指す必要がある。現在のGNIは4,970ドルで、2045年には20,000ドルを超える必要がある。専門家は、成長率が7%では目標達成が難しいと警告している。
Business impact日本企業は、ベトナムの経済成長戦略を理解し、長期的な投資計画を見直す必要がある。特に、成長率の向上が求められる中で、どの分野に投資するかが重要な判断となる。

Key pointsCT UAV has established a UAV (Unmanned Aerial Vehicle) factory in Garden Grove, California. This factory is a joint venture between CT Group and TJ Aerospace, with the opening ceremony held on September 21, 2026. CT UAV aims to research, design, and manufacture UAVs in 16 key areas, targeting to supply over 100 UAVs to the market daily.
Business impactJapanese companies may find new business opportunities by leveraging Vietnam's technological capabilities. In particular, advancements in UAV technology are expected to have applications in various fields such as logistics and agriculture.

Key pointsPTSC M&C has become the first Vietnamese company to export four large substations for wind power to Europe. Each substation is as tall as a 15-story building and weighs the equivalent of 20 Boeing 777s.
Business impactJapanese companies should monitor this development and assess its impact on related transactions, contracts, and local operations.

Key pointsIn September 2026, Vietnam's President Vo Lam will officially visit France, where a cooperation agreement regarding the LNG Long Son project was established between T&T Energy Group and TotalEnergies. This project aims to construct a large-scale LNG power plant in southern Vietnam, with 22 LNG projects planned between 2025 and 2035. LNG Long Son is expected to contribute to stabilizing power supply and economic development.
Business impactThis project will contribute to stabilizing energy supply for Japanese companies and provide investment opportunities. Companies engaged in energy-related businesses should closely monitor future developments.

Key pointsVietnamese airline Vietjet has launched its first 'Hello America' flight, strengthening cultural and commercial ties with the United States. Departing from Ho Chi Minh City in January 2025, this flight facilitated discussions with President Donald Trump to promote billions of dollars in economic cooperation. Vietjet is enhancing its presence in the aviation industry through partnerships with Boeing and GE, and aims to enter international capital markets via a visit to the New York Stock Exchange.
Business impactFor Japanese companies, Vietjet's international expansion suggests investment opportunities in the Vietnamese market. As cooperation grows in the aviation and technology sectors, it is crucial to seize related business opportunities.

Key pointsDuncan Burns, CEO of Vanguard, announced that Vietnam will officially be included in the FTSE Russell Emerging Markets Index, with plans to invest $2.5 billion (approximately 65 trillion VND) over the next year. He expressed intentions for long-term investments to support Vietnam's growth and praised the improvements in market transparency and infrastructure.
Business impactJapanese companies need to closely monitor the movements of major investors like Vanguard and reassess their fundraising and market entry strategies. In particular, investment strategies focused on long-term growth will be essential.

Key pointsOn September 18, leaders from international financial institutions such as the London Stock Exchange and Nasdaq sent congratulatory messages to Vietnam ahead of its upgrade to the FTSE Russell emerging market. This has increased international interest in the Vietnamese market, with expectations of future capital inflows, particularly from major asset management firms like BlackRock and Vanguard expressing their intention to support Vietnam's market growth.
Business impactJapanese companies need to seize investment opportunities in Vietnam as its international standing rises, particularly by actively exploring fundraising and M&A opportunities.

Key pointsTechcombank will announce its asset management solution 'Techcom Wealth' on September 19, discussing intergenerational asset management and preservation. Currently, there are approximately 1,233 affluent individuals in Vietnam, with this number expected to increase by 59% by 2031. As a new generation of affluent individuals emerges, the demand for asset management is rising.
Business impactJapanese companies need to understand the asset management trends in the Vietnamese market and strengthen services aimed at high-net-worth individuals. The financial sector should consider offering services tailored to customer needs.

Key pointsFTSE Russell has committed to fully support the development of Vietnam's capital market. Notably, Vanguard announced it will add Vietnamese stocks to its portfolio starting September 21, which is expected to lead to increased capital inflows. FTSE Russell's CEO Fiona Bassett positioned Vietnam as a noteworthy growth story in Asia and expressed intentions to enhance the depth and liquidity of the capital market.
Business impactJapanese companies need to leverage FTSE Russell's support to maximize investment opportunities in the Vietnamese market, particularly to capitalize on capital inflows associated with the transition to emerging markets.

Key pointsVietnamese electronics companies must meet requirements related to ESG (Environmental, Social, Governance), carbon emissions, traceability, clean energy, and sustainable packaging, in addition to quality and price. This is essential for maintaining competitiveness in the global supply chain.
Business impactJapanese companies need to quickly adapt to changes in environmental standards and reassess strategies to ensure sustainability across the entire supply chain. It is particularly important to incorporate environmental considerations into product design and manufacturing processes.

Key pointsOn September 16, 2026, Lotte Mart Vietnam Co., Ltd. held a construction ceremony for the Lotte Mart Halong Center commercial facility in Bai Chay District, Quang Ninh Province. This project is part of Lotte Group's strategy to expand its retail network in Vietnam, covering over 10,000 square meters and aiming to provide a multifunctional shopping experience for local residents and tourists. Lotte Mart promises to contribute to local economic growth and create jobs.
Business impactThis project may offer new business opportunities for Japanese companies. In particular, collaboration with Lotte Mart's supply chain and local businesses may require a review of product distribution and sales strategies.

Key pointsOn September 15, 2026, Kim Long Motor announced a partnership with Kijsetthi Mobility to unveil Vietnamese-made commercial buses in Bangkok. This event commemorates the 50th anniversary of diplomatic relations between Vietnam and Thailand, symbolizing deepening economic cooperation. Kim Long Motor plans to introduce new EURO 5 standard internal combustion buses and electric buses to the Thai market, aiming for local CKD production between 2027 and 2030, establishing Thailand as a production hub in the ASEAN region.
Business impactFor Japanese companies, Kim Long Motor's expansion presents an opportunity to enhance competitiveness in the ASEAN market. Establishing manufacturing bases in Thailand could contribute to cost reduction and strengthening supply chains.