Increase in Delistings from Tokyo Stock Exchange: Lessons for Vietnam's Economy

Key pointsThe number of companies delisted from the Tokyo Stock Exchange is expected to reach a record high for three consecutive years by 2026. This trend is attributed to increased privatization through partnerships with investment funds and a rise in companies failing to meet new listing standards. This provides insights for capital market reforms in Vietnam's economy.
Business impactFor Japanese companies, the tightening of TSE standards may prompt a review of capital policies. In particular, companies opting for privatization may consider selling or restructuring their operations in Vietnam, necessitating caution.

Key pointsVietnam and Russia's energy cooperation is progressing towards the formation of a new energy supply chain based on the success of Vietsovpetro. Cooperation in the LNG and renewable energy sectors is particularly anticipated, with specific projects underway. By 2026, the leaders of both countries are expected to sign new contracts to establish a long-term framework for energy supply, thereby addressing Vietnam's energy demand.
Business impactFor Japanese companies, stabilizing energy supply could lead to reduced production costs. It is particularly important to consider participation in LNG projects and the introduction of renewable energy.

Key pointsGia Binh International Airport is entering a crucial preparation phase for APEC 2027. Efforts are underway not only for infrastructure development but also for operational design, technology, and providing a modern experience based on international standards. The airport aims to serve as a new aviation economic center, with private resources deeply involved in strategic infrastructure projects, contributing to Vietnam's enhanced international status.
Business impactJapanese companies should closely monitor this development and assess its impact on related transactions, contracts, and local operations.

Key pointsOn September 8, 2026, the Ministry of Finance proposed to lower the duty-free allowance for the import and export of small goods to 100,000 VND in response to the rapid increase in e-commerce. This change is expected to particularly impact the international e-commerce and logistics sectors. Currently, the duty-free allowance varies by product, leading to imbalances, especially in the handling of small goods using postal services.
Business impactJapanese companies need to quickly adapt to tax changes as e-commerce expands. Sectors involved in logistics and trade are required to reassess their strategies considering the new duty-free standards.

Key pointsOn September 8, 2026, the Ministry of Finance held a dialogue in Hanoi to discuss measures to enhance investment cooperation between Vietnam and the EU. The EU has invested in 30 provinces and cities, registering approximately 33.3 billion USD across 2,836 projects, with a significant focus on the manufacturing sector, establishing Vietnam as an important economic partner for the EU. Both parties aim to improve their investment environments and promote high-quality investments.
Business impactFor Japanese companies, strengthening investment cooperation with the EU presents new business opportunities. Companies interested in manufacturing and technological innovation need to closely monitor EU investment trends to enhance their competitiveness in the Vietnamese market.