Dong Nai Province Considers Adjusting Truck Ban Hours on Dong Khoi Street

Key pointsBusinesses in Dong Nai Province are requesting adjustments to the truck ban hours on Dong Khoi Street, and the provincial city hall has forwarded this request to the police. The new ban hours aim to ensure traffic safety by restricting truck access, but may impact business operations.
Business impactThis adjustment of ban hours is a significant issue for Japanese companies engaged in logistics and manufacturing. Companies need to assess the impact of the changes on their operations and revise transportation plans as necessary.

Key pointsVietjet has begun early sales of 3.1 million tickets for Tet (Lunar New Year) 2027, covering all domestic and international routes from January 22 to February 20, 2027. This initiative aims to meet the demand for travel and tourism, particularly during the high-demand period.
Business impactFor Japanese companies, Vietjet's ticket sales indicate a rising travel demand in the Vietnamese market. This increase presents opportunities for the tourism industry and related businesses, prompting travel-related operators to monitor this trend closely.

Key pointsHo Chi Minh City has announced a new proposal to manage vehicle emissions. Starting from July 2027, a Low Emission Zone (LEZ) will be established in the city center, restricting the entry of gasoline vehicles. The first phase will cover 930 hectares, including the central area and Thu Thiem district, with public transport coverage reaching approximately 95.91%. A second phase of broader restrictions is planned to begin in 2029, with the ultimate goal of transitioning most vehicles to electric or clean energy by 2035.
Business impactThis policy may impact logistics and commuting for Japanese companies. In particular, businesses using gasoline vehicles will need to urgently consider transitioning to electric vehicles. With the strengthening of environmental regulations, sustainable operations will be required.

Key pointsDa Nang City has a coastline of approximately 228 km and is advancing the development of a sustainable marine economy utilizing its rich marine resources. The city aims to connect tourism and the marine economy, striving for a balance between environmental protection and economic growth. Notably, there is a shift from fishing to tourism, contributing to the improvement of local residents' livelihoods.
Business impactJapanese companies should monitor this trend and assess its impact on related transactions, contracts, and local operations.

Key pointsVietnam imports approximately $2 billion worth of meat annually, with India being the largest supplier. In the first half of 2026, Vietnam is expected to import 494,000 tons of meat, a 36% increase compared to the same period last year. The demand for Indian buffalo meat is rising, leading to recent incidents of mislabeling. The food industry is concerned about Indian buffalo meat being sold as a 'specialty product'.
Business impactJapanese companies need to focus on strengthening quality control and regulations in Vietnam's food industry. Particularly, in light of the mislabeling issues, ensuring transparency in the supply chain is essential.

Key pointsVietnam Airlines and Vietjet announced the additional sale of approximately 6.8 million tickets for Tet (Lunar New Year) 2027. Notably, domestic flight tickets from Ho Chi Minh City are available starting at 490,000 VND, with flight schedules adjusted according to demand. Aviation authorities have expanded airport takeoff and landing slots to enhance operational capacity during the Tet period.
Business impactJapanese companies need to reconsider service offerings and logistics planning in light of travel demand during Tet. Particularly, businesses utilizing air transport should prioritize early bookings and confirm flight schedules.

Key pointsFTSE Russell added 27 Vietnamese stocks to the FTSE Global All Cap, but familiar stocks like MWG and TCB are absent. This is due to insufficient foreign ownership ratios, which did not meet FTSE's criteria. FTSE emphasizes stock liquidity and free float ratios, leading to the exclusion of many companies.
Business impactJapanese companies need to understand FTSE's criteria and consider liquidity and foreign ownership ratios when selecting investment targets. It is particularly important to monitor trends of stocks added to FTSE and reassess investment strategies.

Key pointsOn August 23, 2026, the Vietnam National Assembly overwhelmingly approved the revised Petroleum Law with a vote of 473 to 2. This law is set to take effect on March 1, 2027, aiming to support the overall value chain of the petroleum industry and promote the development of renewable energy. Key changes include the simplification of administrative procedures, strengthening the legal framework for petroleum contracts, enhancing investment incentives, promoting technical services, and establishing a legal framework for greenhouse gas emission reductions. It is expected that investments in Vietnam's exploration and production (E&P) activities will increase by 40% by 2027, reaching $2.8 billion, with companies like PVS and PVD anticipated to benefit directly.
Business impactThe revised Petroleum Law presents new investment opportunities for Japanese companies. In particular, firms involved in oil and gas-related projects can expect a more stable business environment due to the improved legal framework, necessitating close attention to future developments.