Tin tức sáng 16-9: Vinaconex cho doanh nghiệp khác vay hơn 6.600 tỉ đồng, lãi suất có khoản tới 16%/năm

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

Key pointsCITIGYMは、2026年10月1日からホーチミン市のVạn Hạnh MallとĐiện Biên Phủの2店舗を一時閉鎖することを発表しました。
Business impact日本企業にとって、フィットネス業界の動向は、従業員の健康管理や福利厚生に影響を与えるため、注視が必要です。

Key pointsFTSE Russell has announced that Vietnam will be upgraded to emerging market status starting September 21, 2026, with 27 stocks being added to the FTSE Global All Cap index. This change is expected to attract international capital into the Vietnamese market.
Business impactFor Japanese companies, the influx of international capital into the Vietnamese market signifies expanded business opportunities. In particular, the stocks added to the FTSE Global All Cap should be closely monitored.

Key pointsVanEck Index, a U.S. asset management company, has selected SeABank (SSB) shares as a new component of the VNM ETF. This ETF has assets under management exceeding $500 million, providing foreign investors with a new investment channel into the Vietnamese stock market. SSB is the only newly added stock, which may increase overall attention on bank stocks.
Business impactFor Japanese companies, the increased presence of local banks in the capital market expands options for selecting financial partners. In particular, the inclusion of mid-sized banks like SSB in international indices is expected to enhance their credibility.

Key pointsIn Binh Thuan Province, southern Vietnam, the price of dragon fruit has plummeted to 2,000 to 7,000 VND (approximately 12 to 42 JPY) per kilogram during the shipping period leading up to the Mid-Autumn Festival. This situation is caused by oversupply and decreased demand, forcing many farmers to sell below production costs. This phenomenon highlights the vulnerability of Vietnam's agriculture, which is heavily reliant on exports.
Business impactFor Japanese companies, the quality and stability of supply of Vietnamese agricultural products significantly impact procurement strategies. Particularly, the vulnerabilities in the agricultural supply chain pose risks for companies with local production bases, necessitating close attention to future market trends.

Key pointsThe water source of Dau Tien Lake plays a crucial role in agricultural production. Residents utilize this water for the cultivation of fruits and aquaculture, significantly increasing their income. In particular, stable water supply enhances productivity in fruit farming, leading to higher earnings for farmers.
Business impactWater resource management is essential for agriculture-related businesses. Japanese companies are expected to explore sustainable water usage methods and contribute to local agricultural production, fulfilling their social responsibilities.

Key pointsOn September 15, 2026, Kim Long Motor announced a partnership with Kijsetthi Mobility to unveil Vietnamese-made commercial buses in Bangkok. This event commemorates the 50th anniversary of diplomatic relations between Vietnam and Thailand, symbolizing deepening economic cooperation. Kim Long Motor plans to introduce new EURO 5 standard internal combustion buses and electric buses to the Thai market, aiming for local CKD production between 2027 and 2030, establishing Thailand as a production hub in the ASEAN region.
Business impactFor Japanese companies, Kim Long Motor's expansion presents an opportunity to enhance competitiveness in the ASEAN market. Establishing manufacturing bases in Thailand could contribute to cost reduction and strengthening supply chains.

Key pointsThe Vietnam Dairy Association and Vinamilk propose risk-based management in response to the draft revision of the food safety law, seeking simplification of procedures. Specifically, they suggest maintaining the self-declaration system for products and categorizing risks into three levels. There are concerns that the current procedures may increase the number of documents required for product declaration and extend processing times, potentially increasing the burden on companies.
Business impactJapanese companies need to closely monitor changes in procedures due to the revision of the food safety law, particularly in responding to new requirements related to product declaration and risk management. Compliance with regulations is essential, especially as it may impact product distribution.

Key pointsAhead of the Federal Reserve's policy meeting, international gold prices continue to decline, while SPDR Gold Trust has shifted to net buying. This movement is related to concerns over the depreciation of the dong and inflation in Vietnam, indicating a change in investor sentiment. Fluctuations in gold prices may directly impact financial behavior within Vietnam. Although specific changes in holdings have not yet been disclosed, a preference for gold as a safe asset appears to persist.
Business impactFor Japanese companies, trends in gold prices will affect the exchange rate of the dong and local interest rates due to the Federal Reserve's policy shifts, impacting supply chain costs and financing. When making investment decisions, it is essential to consider not only gold prices but also trends in exchange rates and interest rates.

Key pointsCanada's economy revealed vulnerabilities due to its dependence on the U.S. during trade wars. Vietnam also faces similar risks with a high export ratio to the U.S. The Canadian example suggests the importance of diversifying tariff risks in Vietnam's investments.
Business impactJapanese companies considering investments in Vietnam need to focus on diversifying export destinations and supply chains. Companies with high dependence on the U.S. are particularly urged to strengthen risk management.