Providing Companies with Traceability and ESG Benefits

Key pointsThe Ho Chi Minh City Commercial Promotion Center held a seminar on traceability and ESG (Environmental, Social, and Governance). Companies need to respond to updates in the legal framework and establish data systems for ESG reporting.
Business impactJapanese companies should monitor this trend and assess its impact on related transactions, contracts, and local practices.

Key pointsVietnam's President Vo Lam expresses interest in comprehensive cooperation with Canada's AtkinsRéalis in nuclear power, prioritizing safety and focusing on technology maturity and economic efficiency. Proposals related to technology transfer and human resource development are particularly anticipated.
Business impactJapanese companies should pay attention to Vietnam's energy policy and explore new business opportunities in the nuclear power sector, especially in areas of technology provision and human resource development.

Key pointsA delegation from the Vietnamese Ministry of Finance visited Poland to hold meetings aimed at strengthening professional cooperation between financial institutions of both countries. This is expected to deepen economic relations between the two nations.
Business impactJapanese companies should monitor this trend and assess its impact on related transactions, contracts, and local practices.

Key pointsThe Ho Chi Minh City Department of Construction is advancing plans for transit-oriented development (TOD). Development is particularly focused around Metro Line 2, with approval of the plan expected by December 2026.
Business impactJapanese companies should monitor this trend and assess its impact on related transactions, contracts, and local practices.

Key pointsIn the first half of 2026, while the number of new FDI projects in Vietnam's manufacturing sector is decreasing, the scale of investment is significantly increasing. Particularly in Ho Chi Minh City, the restructuring of industrial space is underway, and new FDI inflows are anticipated. The northern region accounts for over 80% of new manufacturing FDI.
Business impactIt is crucial for Japanese companies to seize investment opportunities in the northern region, especially considering the establishment of new manufacturing bases.

Key pointsAccording to AMRO's report, Vietnam needs to allocate about 41% of its GDP to investment to aim for an annual growth rate of 10%. Currently, Vietnam invests about 34% of its GDP, and this ratio needs to increase by 2030. Domestic companies are particularly encouraged to participate in the production bases of Samsung, LG, and Intel.
Business impactJapanese companies should pay attention to changes in Vietnam's investment environment and seek opportunities to participate in the supply chain. Increased investment may strengthen collaboration with domestic firms.

Key pointsIn the first eight months of 2026, Vietnam's real estate sector attracted $5.32 billion in foreign direct investment, ranking second after the manufacturing sector. This funding is generating new demand in industrial real estate, logistics, and the housing market. Additionally, the international financial center project in Da Nang is underway, expected to further promote foreign capital inflow.
Business impactThe influx of foreign capital into the real estate market presents new investment opportunities for Japanese companies. Firms interested in developing industrial real estate and logistics facilities should capitalize on this trend.

Key pointsOn September 21, 2026, Vietnam was upgraded to emerging market status by FTSE Russell. This upgrade expands opportunities for international capital inflow, while also increasing the cost of capital. Investors need to focus not only on the amount of capital flowing in but also on how much value remains domestically. Companies are required to pursue investments with a long-term growth perspective rather than short-term profits. Additionally, the development of infrastructure and procedures is crucial, as it determines whether capital will actually contribute to economic growth.
Business impactJapanese companies considering investment in the Vietnamese market must evaluate not only the volume of capital inflow but also the growth potential of target companies and the state of infrastructure development. A long-term investment strategy is particularly necessary.

Key pointsGilimex has replaced its CFO and accounting officer following an unfavorable ruling in its lawsuit against Amazon. The new accounting officer will assume the position on September 22, 2026. Gilimex initiated the lawsuit against Amazon in 2022, but recently the court dismissed Gilimex's claims and pointed out the use of forged documents.
Business impactThis personnel change may impact Gilimex's financial strategy. Japanese companies should closely monitor Gilimex's future developments and assess the risks of continuing business relations.

Key pointsOn September 25, 2026, Dong Tay Land's shares (DTR) were listed on UPCoM, rising approximately 9.5% on the first day of trading. Established in 2013, Dong Tay Land primarily engages in real estate sales, project investment and development, and resort real estate management. The listing is expected to strengthen its fundraising capabilities and support corporate growth.
Business impactThe listing enhances corporate transparency and expands fundraising opportunities. Japanese companies should consider partnerships and investment opportunities with Dong Tay Land.

Key pointsHo Chi Minh City is advancing measures to accelerate the execution of public investment. The overnight rate is maintained at 2.5%, which is expected to improve the investment environment.
Business impactJapanese companies need to monitor the progress of public investment and ensure they do not miss related business opportunities.

Key pointsAt the Enterprise AI Summit held in Ho Chi Minh City on September 23, 2026, experts from Base.vn presented a case of AI technology that can instantly alert when employees work an average of 10 hours a day for 10 consecutive days. This technology plays a crucial role in enhancing business operational efficiency.
Business impactThe implementation of AI promotes the efficiency of labor management, prompting companies to reassess their workforce practices.