Japanese business summary. Read the original source for the source language.
Key points2026年6月18日、米国の金利維持に関する発表を受けて、世界市場でのUSDが大きく上昇しました。一方、ベトナム国内ではUSDの価格がわずかに減少しましたが、依然として高水準を維持しています。 Business impact為替リスクを考慮し、日系企業はUSDの動向を注視し、適切な為替ヘッジ戦略を検討する必要があります。
Japanese business summary. Read the original source for the source language.
Key points2026年6月18日、米国の金利維持に関する発表を受けて、世界市場でのUSDが大きく上昇しました。一方、ベトナム国内ではUSDの価格がわずかに減少しましたが、依然として高水準を維持しています。 Business impact為替リスクを考慮し、日系企業はUSDの動向を注視し、適切な為替ヘッジ戦略を検討する必要があります。
Japanese business summary. Read the original source for the source language.
Key pointsT&Tグループは、ダクラク省において都市開発と再生可能エネルギー分野での大規模プロジェクトの投資を提案しました。この提案は、地域の発展の新たな利点を基にしており、同グループの中部高原および南中部地域での投資拡大戦略の一環です。具体的なプロジェクト内容はまだ明らかにされていませんが、地域経済の活性化が期待されています。 Business impact日本企業は、ダクラク省での新たな投資機会を検討する必要があります。特に、再生可能エネルギーや都市開発に関連するビジネスチャンスが増加する可能性があります。
Japanese business summary. Read the original source for the source language.
Key pointsベトナム国家銀行(NHNN)は、金利の引き下げを促進するための指導方針を発表しました。特に、金利の実質的な引き下げを求め、金融機関に対して安全な運営を確保するよう指示しています。この取り組みは、経済の安定を図るための重要な施策とされています。 Business impact日本企業は、金利の変動が資金調達コストに影響を与えるため、金融機関との関係を強化し、金利動向を注視することが重要です。
Japanese business summary. Read the original source for the source language.
Key points未認証の通信契約が多数残り、削除・停止リスクが焦点です。本人確認や登録情報の未整備が、通信サービスの継続性と顧客管理の課題として浮上しています。 Business impact現地で通信回線、顧客ID、業務アカウントを扱う企業は、契約名義、登録情報、緊急連絡網の棚卸しを進める判断材料になります。
Japanese business summary. Read the original source for the source language.
Key pointsホー・バン・グエンは、ホーチミン市南部の重要な都市空間として認識されています。この地域は、商業、サービス、文化、エンターテインメント、オフィス、住宅、景観が融合した多機能エコシステムとして発展することが期待されています。新たな開発プロジェクトが進行中で、国際的な居住者が多く、サービスの質向上が求められています。 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。
Original title: Mua sắm phong cách Nhật tại Aeon Hải Dương Japanese title: Aeon Hải Dươngでの日本スタイルのショッピング
市場動向投資・FDI不動産・インフラ
Importance 70Important news
Key pointsAeon Hải Dương, the 10th shopping center of Aeon in Vietnam, opened on October 3, 2026, covering approximately 38,100 square meters with three floors featuring grocery, dining, and entertainment areas. It recorded over 200,000 visitors in the first five days, aiming to provide a modern shopping experience to the local community. Daisuke Tezuka, a representative of Aeon, expressed intentions to contribute to the prosperity of the local community. Business impactFor Japanese companies, Aeon's expansion serves as a successful example of the Japanese business model in the Vietnamese market, providing insights for future investment strategies and partnership formations.
Original title: Hành trình 15 năm kết nối cung - cầu, từ gặp gỡ mua bán đến liên kết chuỗi Japanese title: ホーチミン市、供給と需要の接続15年の道のり
製造・輸出入市場動向
Importance 70Important news
Key pointsOn October 8, 2026, Ho Chi Minh City will host the '15-Year Supply and Demand Connection' event, showcasing efforts to strengthen the connection between manufacturing and markets. Over 2,000 companies will participate, presenting products from 45 provinces and facilitating B2B connections. Companies will be required to meet quality standards as part of new initiatives aimed at building sustainable supply chains. Business impactJapanese companies need to focus on quality management and strengthening supply chains while advancing product development tailored to local market needs. A product strategy that considers sustainability will be particularly important.
Original title: Cập nhật đại công trường của Vingroup: Đường sắt Hà Nội – Quảng Ninh 5,6 tỷ USD đang đúc phiến dầm đầu tiên, sân vận động lớn nhất thế giới chuẩn bị nâng mái thép Japanese title: Vingroupの大規模プロジェクト進捗:ハノイ-クアンニン鉄道が56億ドルで初の梁を鋳造
投資・FDI不動産・インフラ
Importance 70Important news
Key pointsVingroup's Hanoi-Quang Ninh railway project has commenced the casting of its first beam with an investment of $5.6 billion. Additionally, the installation of steel columns for the world's largest stadium, which will have 135,000 seats, is underway, with residential handovers at Global Gate Halong expected in early 2027. This will accelerate regional infrastructure development and economic growth. Business impactThis project will affect the construction industry and related supply chains, prompting Japanese companies to monitor progress and explore collaboration opportunities.
Original title: Chuyện gì đây: Nhóm cổ phiếu đào kho báu nổi sóng, công ty khai thác vàng lớn nhất Việt Nam kịch trần, MSR của tỷ phú Nguyễn Đăng Quang bật gần 8% Japanese title: ベトナム最大の金鉱会社、株価が急騰
投資・FDI市場動向
Importance 70Important news
Key pointsOn October 7, 2026, Vietnam's gold mining company KSV saw its stock price rise by 10%, with trading volume exceeding 193,000 shares. KSV mines and processes minerals such as gold, silver, copper, and zinc, reporting a profit of 3.04 trillion VND in the first half of this year, a 214% increase compared to the same period last year. The high global gold prices have also contributed to this surge. MSR's stock price increased by 7.62%, with the company expected to reach a revenue of 31 trillion VND in 2026, attracting investor interest. Business impactJapanese companies need to closely monitor trends in Vietnam's mining sector. It is particularly important to reassess investment strategies and risk management due to the impact of gold price fluctuations.
Original title: Tạo nền tảng thúc đẩy tài chính toàn diện Japanese title: 包括的な金融推進の基盤を構築
金融・為替法務・規制
Importance 70Important news
Key pointsThe Vietnamese banking sector is promoting cashless payments and seeking solutions for achieving inclusive finance. It has been reported that cashless payment transactions have increased by over 60% annually during 2021-2025. The national inclusive finance strategy for 2026-2030 has been approved, requiring the establishment of a legal framework and strengthening consumer protection. Business impactJapanese companies need to reassess their methods of providing financial services in light of the spread of cashless payments. It is particularly important to enhance service provision to rural areas and specific groups.
Original title: KSB tiếp tục được chấp thuận chuyển mục đích sử dụng gần 2ha đất để thực hiện dự án Japanese title: KSB、2haの土地利用目的変更を再度承認
投資・FDI不動産・インフラ
Importance 70Important news
Key pointsKSB has obtained permission from the Ho Chi Minh City People's Committee to change the land use of 2 hectares for the Thien My quarry project, aimed at extracting construction materials. The change in land use is expected to contribute to regional infrastructure development and economic growth. Business impactThis project offers Japanese companies opportunities for supplying construction materials and entering related businesses. It is crucial to monitor trends in the quarrying industry to identify business opportunities.
Original title: Cứ 10 máy bay quốc tịch Việt Nam thì 4 chiếc thuộc đội bay của tiến sĩ Nguyễn Thị Phương Thảo: Còn đặt mua hơn 400 máy bay Boeing, Airbus trị giá hàng chục tỷ USD Japanese title: ベトナム国籍の航空機の40%はグエン・ティ・フォン・タオ博士の航空会社が保有:400機以上のボーイング、エアバスを発注中
市場動向投資・FDI
Importance 70Important news
Key pointsAs of September 22, 2026, Vietnam has 258 registered aircraft, with Vietjet owning 107, representing about 41.5% of the national fleet. Vietjet has also placed orders for over 400 Boeing and Airbus aircraft, aiming for a fleet size of 400 to 500 in the next decade, which is expected to intensify competition in the domestic aviation market. Business impactJapanese companies need to reassess air transport costs and logistics strategies in light of Vietjet's expansion. Additionally, there are business opportunities to consider in the aircraft maintenance and service sectors.