Original title: Hạ tầng mở rộng, dư địa cho dòng vốn tư nhân và quốc tế gia tăng Japanese title: インフラ拡大、民間および国際資本の流入余地
投資・FDI不動産・インフラ市場動向
Key pointsVietnam is advancing large-scale infrastructure projects, leading to increased medium- to long-term funding needs. In addition to public investment and bank loans, participation from the private sector, capital markets, and international capital is complementing development resources. Notably, investments in transportation networks, urban infrastructure, energy, and the digital economy are expected to accelerate from 2026 to 2030. Business impactJapanese companies can expand business opportunities in the Vietnamese market by participating in infrastructure projects, particularly through involvement in PPP (Public-Private Partnership) model projects.
Japanese business summary. Read the original source for the source language.
Key pointsペトロベトナムは、PAPの臨時株主総会で全ての議案に反対票を投じ、同社の取締役会からの代表者を撤退させることを決定しました。議案は全て賛成票で通過し、ペトロベトナムは9.8%の株式を保有するのみとなりました。新しい取締役会は5名で構成され、ペトロベトナムからの候補者は不在です。今後、ペトロベトナムはPAPからの資本撤退を進める方針です。 Business impactペトロベトナムの資本撤退は、PAPの経営戦略に影響を与える可能性があります。日系企業は、関連するプロジェクトの進捗や市場の変化に注意を払い、資本構成の変化が自社のビジネスに与える影響を評価する必要があります。
Original title: Hạ tầng mở rộng, dư địa cho dòng vốn tư nhân và quốc tế gia tăng Japanese title: インフラ拡大、民間および国際資本の流入余地
投資・FDI不動産・インフラ市場動向
Importance 85Important news
Key pointsVietnam is advancing large-scale infrastructure projects, leading to increased medium- to long-term funding needs. In addition to public investment and bank loans, participation from the private sector, capital markets, and international capital is complementing development resources. Notably, investments in transportation networks, urban infrastructure, energy, and the digital economy are expected to accelerate from 2026 to 2030. Business impactJapanese companies can expand business opportunities in the Vietnamese market by participating in infrastructure projects, particularly through involvement in PPP (Public-Private Partnership) model projects.
Original title: Đồng bộ giải pháp để khơi thông nguồn lực mới cho tăng trưởng quốc gia Japanese title: 新たな成長資源を引き出すための包括的な解決策
規制・政策労務・人材市場動向
Importance 75Important news
Key pointsVietnam has entered a new stage of development aiming for high growth, recognizing that traditional resources alone are insufficient. It is necessary to establish transparent systems and eliminate procedural barriers to incorporate new resources such as science and technology, data, and high-quality human resources into production. This is expected to build a foundation for sustainable growth. Business impactJapanese companies need to understand local systems and market trends to leverage Vietnam's new growth resources and develop appropriate strategies, with a particular focus on technological innovation and human resource development.
Original title: Từng bước hình thành chuỗi cung ứng nhiên liệu hàng không bền vững tại Việt Nam Japanese title: ベトナムにおける持続可能な航空燃料供給チェーンの形成
規制・政策投資・FDI環境・持続可能性
Importance 80Important news
Key pointsThe Vietnam Civil Aviation Authority is advancing plans to promote the use of Sustainable Aviation Fuel (SAF), aligning with the country's commitment to achieve net-zero greenhouse gas emissions by 2050. Specifically, it is developing the SAF supply chain and formulating usage plans suitable for domestic conditions, aiming to reduce the environmental impact of the aviation industry. Additionally, domestic energy companies are also conducting research towards SAF production. Business impactJapanese companies need to pay attention to new regulations and market opportunities arising from the introduction of SAF. In particular, companies involved in the aviation industry are required to reassess their strategies to adapt to changes in environmental standards.
Original title: Trái phiếu riêng lẻ: Kiểm soát giao dịch, theo sát nghĩa vụ phát hành Japanese title: 個別社債の取引管理を強化
法務・規制金融・為替
Importance 85Important news
Key pointsStarting October 1, 2026, a new regulation, Circular 138/2026/TT-BTC, will implement processes for individual bond transactions and information disclosure. This regulation clarifies the responsibilities of various parties regarding investor verification, transaction settlement, and information provision during the debt balance period. It is expected to promote the development of capital markets and secure resources for sustainable growth. Business impactThe new regulations will impact bond issuance and investment strategies for Japanese companies, necessitating particular attention from legal departments.
Original title: Chứng khoán ngày 29/9: VN-Index thu hẹp đà giảm, nhóm năng lượng và nguyên vật liệu giữ sắc xanh Japanese title: 9月29日の株式市場: VN-Indexが下落幅を縮小、エネルギーと素材セクターが上昇
市場動向金融・為替
Importance 70Important news
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.
Original title: Tài xế lưu thông thế nào khi thông toàn tuyến cao tốc Bến Lức - Long Thành? Japanese title: ベンルック - ロンタン高速道路、全線開通へ
不動産・インフラ市場動向
Importance 78Important news
Key pointsThe Ben Luc - Long Thanh Expressway is scheduled to fully open on September 30, 2023. This expressway directly connects the southern regions of My Tho, Dong Nai, and Vung Tau, expected to reduce travel time by one hour and alleviate traffic congestion in Ho Chi Minh City. The total length is approximately 58 km, significantly improving traffic flow. Business impactJapanese companies should monitor this development and assess its impact on related transactions, contracts, and local operations.
Original title: Phê duyệt điều chỉnh Quy hoạch chi tiết Cảng hàng không quốc tế Phú Quốc Japanese title: フーコック国際空港の詳細計画修正が承認
不動産・インフラ投資・FDI
Importance 73Important news
Key pointsThe Ministry of Construction has decided to revise the detailed plan for Phu Quoc International Airport for the period of 2021-2030. This revision aims to enhance aviation infrastructure and improve capacity to accommodate large-scale international events, particularly in preparation for the APEC meeting in 2027. Business impactFor Japanese companies, the development of Phu Quoc International Airport presents business opportunities in logistics and tourism. Specifically, improvements in transportation infrastructure will contribute to increased efficiency in product distribution.
Japanese business summary. Read the original source for the source language.
Key pointsベトナムでは、2030年までにアウトレットの発展計画が承認されました。この計画は2045年までのビジョンを持ち、国内外のブランドの集積を目指しています。これにより、消費者にとっての選択肢が増え、経済の活性化が期待されます。 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: Hàng Việt Nam chất lượng cao bước vào chặng đường mới Japanese title: 高品質ベトナム製品が新たなステージへ
市場動向製造・輸出入
Importance 84Important news
Key pointsOn September 29, 2026, the High-Quality Vietnamese Products Association held a 30th anniversary event in Ho Chi Minh City, awarding certifications to over 580 companies for high-quality Vietnamese products. The event emphasized efforts to improve the quality of Vietnamese products under the theme 'Pride and Heritage.' Reflections on the past 30 years and future prospects were also discussed. Business impactFor Japanese companies, it is important to monitor trends in high-quality local products in order to enhance competitiveness in the Vietnamese market and to focus on building partnerships and improving product quality.
Japanese title: トー・ラム国家主席、キン・ティエン宮殿修復プロジェクトの起工式に出席
不動産・インフラ地方経済
Importance 62
Japanese business summary. Read the original source for the source language.
Key points2026年9月29日、ハノイのホアン・ダイ・トゥアン遺跡で、キン・ティエン宮殿の保全・修復プロジェクトの起工式が行われました。このプロジェクトは、サングループが施工を担当し、ユネスコの支援を受けて進められます。 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。