UAE công bố siêu dự án 54,5 tỉ USD giữa căng thẳng khu vực

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

Key pointsUAEのEmaar Propertiesは、ドバイで545億ドルの総投資を伴う超大型都市開発プロジェクトを発表しました。このプロジェクトは、地域の経済に大きな影響を与えると期待されています。
Business impact日本企業は、UAEのプロジェクトに関心を持ち、国際的なビジネスチャンスを模索することが重要です。

Key pointsOn September 7, 2026, the Da Nang City Department of Finance announced the acceptance of an investment approval application for a 1,200ha ginseng root cultivation project proposed by Thuan Hai Agricultural Company. This project aims to produce and process ginseng roots and high-value medicinal plants, with an operational period planned for 50 years.
Business impactJapanese companies should monitor this development and assess its implications for related transactions, contracts, and local operations.

Key pointsThe number of tourists from Russia to Vietnam is expected to reach 1.5 million in 2026, marking a record high. This reflects the growth of Vietnam's tourism industry and the increasing importance of the Russian market. With the recovery of the tourism sector, economic exchanges between the two countries are also expected to become more active.
Business impactFor Japanese companies, the growth of the tourism industry presents new business opportunities. In particular, the travel and hospitality sectors will need to strengthen their approach to the Russian market.

Key pointsA company in Ho Chi Minh City wishes to build a school for local residents at its own expense, but faces difficulties due to past land regulations. Many companies are obligated to return land designated for public facilities to the state, which hinders school construction.
Business impactJapanese companies need to understand the regulations regarding educational infrastructure in Ho Chi Minh City and grasp the necessary procedures. It is particularly important to be prepared to respond quickly to any changes in land use laws.

Key pointsInvestor selection is underway for a 3,000ha Mekong resort development project in Can Tho City. The project is included in the urban planning for 2021-2030 and is expected to be completed by 2025. Procedures for land recovery and environmental impact assessments are progressing, with expectations for promoting tourism and urban development.
Business impactJapanese companies should take an interest in the resort development in Can Tho City and consider investment opportunities. Particularly, as the tourism industry grows, there may be an increased demand for related services and infrastructure.

Key pointsThe Ministry of Finance is modernizing the electronic payment system to deliver public investment funds to projects quickly and transparently, utilizing information technology. This will enhance the efficiency of fund usage and simplify procedures. A new legal framework has been introduced, granting significant authority to project managers.
Business impactJapanese companies need to understand and appropriately respond to the new procedures and regulations when engaging in public works.

Key pointsA pho restaurant owner in Hanoi disclosed that when selling meals for 100,000 VND through an app, only 20,500 VND remains after costs. Platform fees, taxes, raw material costs, advertising, and promotions significantly reduce profits, with platform fees reaching 25% and taxes at 4.5%.
Business impactThis situation suggests that Japanese companies need to reassess their online sales strategies in Vietnam, particularly considering the unique challenges of cost management and pricing in app sales.

Key pointsVietnamese securities firm Yuanta predicts that interest rates in the market will remain high over the next few months. This is due to the promotion of credit growth while the balance of banks' medium to long-term funding remains a challenge. This interest rate trend could significantly impact the cost of capital in the Vietnamese economy, particularly affecting bank stocks and the real estate sector.
Business impactFor Japanese companies, the situation of elevated funding costs may impact capital investment and working capital plans. Manufacturing firms, in particular, should be cautious as borrowing costs in local currency are likely to be reflected in their revenue plans.

Key pointsHo Chi Minh City proposes to implement compensation, support, and resettlement projects as independent initiatives. This policy is expected to shorten project timelines by 5 to 7 months. Currently, public feedback is being solicited, and it is considered an important legal measure to accelerate progress, especially for complex projects.
Business impactJapanese companies should closely monitor this development and assess its impact on related transactions, contracts, and local operations.

Key pointsVietnam's representative stock index, the VN-Index, experienced a rapid sell-off near the end of trading, falling by 31.44 points (1.7%) to approach the 1820-point level. This marks the largest decline in 13 trading days, particularly influenced by concentrated selling of major stocks by market capitalization. Investor sentiment is shifting, raising caution about future market trends.
Business impactFor Japanese companies, short-term stock price fluctuations may have limited direct impact, but changes in market sentiment could affect local subsidiaries' funding and evaluations of business partners. It is essential to monitor the trends of major stocks and make appropriate investment decisions.

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

Key pointsホーチミン市の財政投資会社（HFIC）は、CII社の転換社債購入権を全て売却することを決定しました。この債券は、25年の長期債で、総額は67.2兆ドンに達します。
Business impact日系企業は、CII社の動向を注視し、特にインフラ投資における資金調達の新たな手段を考慮する必要があります。債券市場の変化が投資戦略に影響を与える可能性があります。

Key pointsMexico has announced anti-dumping duties on hot-rolled steel (HRC) imported from Vietnam and China. The duties are set at $285.5 per ton for Hòa Phát Dung Quất and $271.9 per ton for Formosa Hà Tĩnh. This investigation was based on data up to 2024, concluding that Vietnamese products are causing price competition in the Mexican domestic market.
Business impactThe introduction of these duties may significantly impact Vietnamese steel exporters. Specifically, Hòa Phát and Formosa will need to reassess their pricing strategies to maintain competitiveness in the Mexican market.