Foreign Capital Inflow into Vietnam's Economy

Key pointsVingroup has announced the opening of the Vinmec hospital in Can Gio, which will have 500 beds and is expected to handle 500,000 consultations annually. The hospital aims to meet international medical standards through a partnership with Cleveland Clinic.
Business impactThe opening of this hospital is expected to improve the quality of healthcare services and may provide business opportunities for Japanese companies in the medical sector, particularly for those supplying medical equipment and services.

Key pointsOn September 21, Vietnam's stock market will be upgraded to emerging market status by FTSE Russell, expanding access to international investors with $22 trillion in assets and increasing expectations for foreign capital inflow. This evaluation reflects Vietnam's economic growth and improved market transparency.
Business impactJapanese companies need to strengthen collaboration with foreign investors and explore strategies to maximize fundraising opportunities in light of the stock market upgrade, particularly focusing on long-term investment strategies.

Key pointsIn global tourism trends, travelers seek not just destinations but deep emotional experiences and spiritual values. Resolution 26 from the Politburo emphasizes that cultural and ethnic identity is the foundation of tourism competitiveness in Vietnam. The tourism industry plays a crucial role in converting cultural values into economic value.
Business impactJapanese companies should consider offering products and services that incorporate cultural elements as tourism develops, with a focus on marketing strategies targeting travelers who prioritize cultural experiences.

Key pointsThe Tac Ke iron mine in Ha Tinh Province, Central Vietnam, has been closed, and land handover for new projects is underway. This closure is drawing attention as a reassessment of resource policy and a new focus on regional development. The Tac Ke iron mine had seen stagnant development for many years, but this decision may create new investment opportunities.
Business impactFor Japanese companies, the procurement environment for steel raw materials may change, and if new projects progress in the construction industry, a reassessment of supply chain strategies will be necessary.

Key pointsTasco Auto has acquired shares in VinFast Motors, which assembles EV trucks and vans. This move aims to expand from imported vehicle sales to domestic assembly and electrification, marking an important step in Vietnam's electrification strategy. Specific acquisition ratios and amounts have not yet been disclosed, but it is seen as part of industry restructuring amid the expansion of the commercial EV market.
Business impactFor Japanese companies, Tasco Auto's actions may prompt a restructuring in the commercial EV sector, necessitating a reevaluation of logistics and supply chain strategies. In particular, automotive companies like Toyota and Isuzu will need to explore collaboration opportunities with local firms.

Key pointsFTSE Russell has proposed to Vietnamese authorities the expansion of liquidity for overseas derivatives linked to the FTSE Vietnam Index. This proposal aims to facilitate foreign investment inflows in anticipation of the FTSE's upgrade to the Secondary Emerging Market scheduled for September 2026. While specific institutional designs and implementation timelines are yet to be determined, an increase in liquidity is expected.
Business impactIf this proposal is realized, Japanese companies may have broader options for fundraising and could choose from a more diverse range of investment methods. In particular, the increase in risk hedging options could improve the investment environment.

Key pointsShinhan Bank Vietnam has appointed Ryu Jae-woon as the new CEO. He brings over 25 years of financial experience and aims to enhance the role of foreign banks in the Vietnamese market. This appointment is seen as a move to strengthen the financial sector that supports Vietnam's economic growth.
Business impactThe new CEO's appointment signifies an expansion of options for Japanese companies in terms of fundraising and financial services. Particularly, the enhancement of financial services for small and medium-sized enterprises could improve the efficiency of fundraising in business operations.

Key pointsJapanese retail company Saeki Selva Holdings has announced plans to enter the Vietnamese market by training Vietnamese employees in Japan. Trainees will learn basic operations for over three years in Japan and acquire skills in store management and product development upon returning home. Saeki plans to open approximately 100 stores in Vietnam over the next three years.
Business impactThis strategy presents an opportunity for Japanese companies to enhance their competitiveness in the Vietnamese market. In particular, developing local talent is expected to improve store operations and responsiveness to customer needs.