Vingroup and Vietcombank Stocks Added to FTSE Index

Key pointsFTSE Russell announced the addition of Vietnamese companies such as Vingroup, Vietcombank, and VinHomes to the FTSE All-Cap Index in the semi-annual review scheduled for September 2026. This is expected to elevate Vietnam to the FTSE emerging market status, increasing attention from international investors. Specifically, 27 stocks will be added, including those of major companies.
Business impactJapanese companies should recognize the increased investment opportunities in the Vietnamese market due to the FTSE upgrade. In particular, improved access to capital markets may expand financing options and enhance competitiveness.

Key pointsThe establishment and digitalization of land databases are seen as crucial foundations for improving transparency in Vietnam's real estate market. According to experts from Savills, digitalization involves not just the transition from paper to electronic data, but also the integration and sharing of data among various management agencies and market participants. A transparent data system is expected to reduce information asymmetry and mitigate investor risks. Furthermore, the organization of data contributes to enhancing the predictive capabilities of the overall economy.
Business impactFor Japanese companies, improved transparency reduces risks associated with real estate investments and enhances the accuracy of asset evaluations. In particular, financial institutions will be able to make accurate assessments based on legal and historical data, thereby reducing lending risks. The development of data infrastructure will become a key element in future investment strategies.

Key pointsIn Vietnam, the Extended Producer Responsibility (EPR) policy is being revised to strengthen the responsibilities of manufacturers and importers. This improvement is expected to invigorate the recycling market and facilitate the realization of a circular economy.
Business impactJapanese companies will need to reassess product design and recycling processes in light of the EPR changes. A strategy that considers the entire product lifecycle will be particularly necessary.

Key pointsAt the Vietnam Economic Forum held in the south on August 21, 2026, experts and the business community proposed various solutions for domestic companies to engage more deeply in the value chain. The emphasis was particularly on building ecosystems where large companies uplift small businesses, which is expected to enhance the competitiveness of domestic firms.
Business impactJapanese companies need to strengthen collaboration with domestic firms and play a role as part of the ecosystem to secure competitive advantages.

Key pointsVietnam's coffee and durian are key agricultural products generating $1 billion in revenue and supporting millions of farmers. However, challenges related to pesticide and heavy metal residue management have emerged. Climate change is also impacting production and reducing pesticide effectiveness, necessitating more systematic management strategies for sustainable agricultural development.
Business impactJapanese companies must prioritize quality control and compliance with safety standards in agricultural product exports. As residue standards for pesticides become stricter, it is essential to review appropriate pesticide use and management systems.

Key pointsThe number of public transport users in Ho Chi Minh City is rapidly increasing, with bus ridership reaching record levels. In preparation for the national holiday on September 2, 2026, bus services will be increased, and metro operations will also be enhanced. The policy of offering free bus rides has gained public support, resulting in a 104% year-on-year increase in users.
Business impactJapanese companies need to reassess logistics and employee commuting methods due to the rise in public transport usage. Companies considering business expansion in Ho Chi Minh City should explore strategies that leverage the convenience of public transport.

Key pointsThe 'Super El Niño' is expected to continue until early 2027, significantly affecting the southern and central northern regions. Approximately 110,000 households are projected to face drinking water shortages, and 420,000 hectares of crops may be impacted. Temperatures are expected to be higher than average, with reduced rainfall, raising concerns about severe drought and salinity issues, particularly in the south.
Business impactJapanese companies need to consider the risks of drought and salinity in agriculture and water supply-related businesses, and revise their supply chains and production plans accordingly. It is especially important for agricultural firms to implement measures in the affected areas.

Key pointsA commercial promotion seminar on energy equipment and industrial electrical devices was held between companies from Vietnam and Chile to commemorate the 55th anniversary of diplomatic relations. The seminar aims to strengthen the traditional friendship and promote comprehensive cooperation between the two countries.
Business impactFor Japanese companies, the collaboration between Vietnam and Chile presents new business opportunities, particularly in the areas of technological cooperation and market development in the energy sector.

Key pointsE-commerce in Vietnam is rapidly developing, and there is a demand for a legal framework to ensure a transparent and fair business environment. Ho Chi Minh City is advancing the implementation of e-commerce laws to promote the safe and transparent development of the digital economy, particularly aiming to enhance market transparency through seller identification, which is expected to build consumer trust.
Business impactJapanese companies need to pay attention to changes in legal regulations regarding e-commerce, particularly adapting to new requirements related to seller identification and transparency. This is crucial for enhancing business reliability and maintaining competitiveness.

Key pointsEconomic experts indicate that Vietnam needs to shift from a traditional acceptance model of foreign direct investment (FDI) to one that focuses on absorbing technology and leading production capabilities. The new generation of FDI requires improvements in the environment and strategic capacity development. A policy announced in June 2026 emphasizes the quality of investments and aims to enhance the competitiveness of domestic companies, raising questions about Vietnam's ability to escape the middle-income trap.
Business impactJapanese companies must strengthen technology transfer and collaboration with local firms to adapt to the new policy that prioritizes the quality of FDI. Particularly, manufacturing and technology companies should reassess their strategies to meet local needs.

Key pointsOn August 21, 2026, the Young Entrepreneurs Association of Ho Chi Minh City held its first congress, marking an important milestone for the association with over 30 years of history. The event was attended by Mayor Nguyen Van Duc, a member of the Central Committee of the Party, who emphasized the importance of supporting young enterprises and co-creating policies.
Business impactSupporting the growth of young enterprises presents new partnership opportunities for Japanese companies, particularly in collaboration with startups.