VN-Index Declines for Four Consecutive Days, Trading Volume Drops 10.9%

Key pointsAs the fourth quarter of 2026 begins, the VN-Index has fallen for four consecutive days, ending at 1,749.30 points, down 19.32 points (-1.09%) as of October 1. Real estate and banking stocks are particularly under selling pressure. Market trends remain challenging, and investor confidence is declining.
Business impactJapanese companies need to closely monitor stock market trends, especially the impacts on the real estate and financial sectors. A review of investment strategies and risk management will be necessary.

Key pointsOn September 30, 2026, a memorandum of understanding was signed between Ho Chi Minh City's Startup Support Center (SIHUB), Ho Chi Minh University of Economics, and Plug & Play Singapore to establish an AI center. This center aims to enhance research and practical applications of AI technology, strengthening collaboration among government, universities, and businesses. Specific operational policies and funding plans are expected to be developed in the future. Plug & Play is a global innovation platform connecting startups and corporations.
Business impactThis partnership presents an opportunity for Japanese companies to enhance the adoption of AI technology and collaboration with startups. In particular, attention should be paid to operational efficiency improvements and new product development utilizing AI.

Key pointsOn September 29, 2026, the Vietnamese stock market continued to adjust, with the VN-Index dropping by 2.95 points to 1,777.73. The energy sector rose by 1.23% and the materials sector by 1.51%, while the banking sector fell by 0.49% and the real estate sector by 0.57%, putting pressure on the index.
Business impactJapanese companies should monitor these trends and assess their impact on relevant transactions, contracts, and local operations.

Key pointsVietbank, a Vietnamese commercial bank, has appointed Chester Gorski as its new CEO. Gorski brings over 30 years of experience in finance, technology, operations, and strategic consulting in both the U.S. and Vietnam, and is expected to lead the bank's digital transformation efforts. His appointment is seen as a significant step towards strengthening the bank's management and realizing new strategies.
Business impactThis personnel change indicates that Vietbank is intensifying its efforts to advance digitalization and enhance customer experience. Japanese companies need to explore new opportunities for improving digital strategies and customer service.

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

Key pointsベトナムは、海洋国家としての発展を目指し、技術革新を通じて競争力を高める機会を迎えている。特に、持続可能な水産業の発展が求められている。
Business impactこの動きは、日系企業にとって新たなビジネスチャンスを提供し、特に水産業における技術革新や持続可能な開発に関与する機会がある。

Key pointsCan Tho City has proposed the construction of a new airport in Tran De. This airport is intended to support the future development of the marine economy and is included in plans up to 2050. City officials have stated the need to clarify the functional relationship with the existing Can Tho International Airport.
Business impactJapanese companies should closely monitor Can Tho City's airport plans to capitalize on business opportunities arising from logistics and transportation infrastructure development. It is particularly worthwhile to consider investments in projects related to the development of the marine economy.

Key pointsVinSpeed has signed a contract worth approximately €1 billion (about $1.15 billion) with Siemens Mobility to develop two high-speed rail projects: Hanoi - Quang Ninh and Ben Thanh - Can Gio. This contract is seen as a significant step towards modernizing Vietnam's railway infrastructure.
Business impactFor Japanese companies, the development of railway infrastructure may create opportunities for providing related technologies and services. In particular, companies with expertise in transportation infrastructure technology may have chances to participate in future projects.

Key pointsOn September 22, 2026, Vietstar Airlines received its first Airbus A330 at Phu Quoc International Airport to enhance international connectivity. This acquisition is part of a plan to receive a total of eight aircraft by April 2027, strengthening connections to markets such as Russia, Japan, and Australia.
Business impactJapanese companies should monitor this development and assess its impact on related transactions, contracts, and local operations.

Key pointsVietnam has exported 16,000 tons of steel structures necessary for the Baltika 2 wind power project in Poland. This project has a total investment of $7.8 billion and includes components manufactured by the Vietnamese company PTSC M&C. The components have passed 720 tests and have been confirmed to withstand Poland's harsh marine environment. The project will collect power from 107 wind turbines and supply it to Poland's power grid.
Business impactThis export demonstrates the international competitiveness of Vietnam's manufacturing sector and provides new business opportunities for Japanese companies, particularly in the renewable energy sector.

Key pointsVietjet has launched its first flight named 'Hello America' to expand its business in the United States. CEO Dr. Nguyen Thi Phuong Thao is promoting billions of dollars in economic cooperation through meetings in the U.S. economic, technology, and financial hubs. Vietjet is enhancing its presence in the aviation industry by partnering with companies like Boeing and GE.
Business impactThis international expansion is a significant indicator for Japanese companies to consider the growth of the Vietnamese market and international business opportunities. Particularly in the aviation and logistics sectors, strategic partnerships are essential to maintain competitiveness.

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

Key points2026年8月15日から9月15日まで、IUU（違法・無報告・無規制）漁業撲滅のための取り組みが全国で強化されました。今後、EUからの「黄カード」警告を解除することが重要な政治課題となります。
Business impactこの取り組みは、漁業関連企業にとって重要であり、法令遵守や持続可能な漁業の実現に向けた戦略を見直す必要があります。

Key pointsVingroup has announced the second phase of the 'Vì tương lai xanh' program to support green transformation in the transportation sector in line with government policies. The program offers discounts of up to 9% to encourage the transition from gasoline vehicles to electric vehicles, with special discounts for popular models and free charging at charging stations. Additionally, a special program is available for drivers, sharing 100% of the first year's earnings.
Business impactThis program presents an opportunity for Japanese companies to enter the electric vehicle market and promote sustainable transportation solutions. It is particularly valuable for logistics and transportation sectors to consider the adoption of electric vehicles.