Vietnam's Top Leader Says US Trade Deal Close

Vietnamese President To Lam says his nation is “very close” to a trade deal with the US, and pledges to buy more high-tech goods. “We do not accept transshipment of goods,” Lam said in an exclusive interview with Bloomberg on concerns about allegations that Chinese goods are being repackaged and rerouted through Vietnam.

Bloomberg Markets and Finance • Sep 22, 2026

Vietnam's Leader Declares US Trade Deal Close

Vietnam's top leader To Lam tells Bloomberg the nation is “very close” to a trade deal with the US. Vietnam wants to import more US items, Lam says in an exclusive interview on the sidelines of the UN General Assembly.

Bloomberg Markets and Finance • Sep 22, 2026

VanEck Vietnam ETF: Macro Country Growth But Fund Performs Poorly

VanEck Vietnam ETF (VNM) offers exposure to Vietnam's long-term growth but faces sector and macro headwinds limiting near-term upside. VNM is heavily concentrated in real estate and financials, amplifying risk from sector shocks and interest rate volatility. Valuation is fair at ~15x PE, but performance lags regional peers, with higher costs and limited excitement for emerging market investors.

Seeking Alpha • Aug 17, 2026

Taiwan and Korea lose $29 billion in July: is money rotating away from AI?

Foreign investors continued pulling money from Asian equities in July, but the headline outflow masks a striking shift underneath: capital moved away from the region's biggest AI winners while selectively returning to markets with less dependence on the semiconductor boom. Investors sold a net $25.48 billion of shares across seven major Asian markets during the month, extending the region's foreign-selling streak to nine months.

Invezz • Aug 11, 2026

Asian Currencies Consolidate Before Decision by Warsh-Led FOMC

Asian currencies consolidated against the dollar before first decision by a FOMC led by Chairman Kevin Warsh later.

WSJ • Jun 17, 2026

VNM: The Gulf War Puts A Spanner In The Works

VanEck Vietnam ETF which covers 58 Vietnamese incorporated stocks, the bulk of which are mid-caps, is down by -7% YTD and is underperforming other EMs and global markets. FTSE Russell's EM reclassification, which goes live in a phased manner from Sep 21st, should prompt higher foreign institutional interest. However, the overall macro position has taken a turn for the worse, and this could also cap interest in the intermediate term.

Seeking Alpha • Jun 11, 2026

Heatwave strain on Vietnam power grid could get worse, industry ministry says

A heatwave gripping ​Vietnam has already placed immense pressure on the national power grid, the country's industry ‌ministry said, adding the problem could get worse as the El Nino weather pattern is forecast to return from July.

Reuters • May 27, 2026

3 Emerging Markets ETFs to Maximize Exposure to High-Potential Countries

Despite a downward trend for several weeks at the beginning of the year, in spring 2026 the S&P 500 has once again shot upward, achieving fresh new all-time highs in the process. Still, even the most bullish investors may be wondering how long the trend can continue, given the prolonged war in Iran and its impacts on the global oil market—not to mention preexisting factors like inflation, aggressive interest rate hikes, and more.

MarketBeat • May 4, 2026

Price caps, taking the stairs, and short-sleeved shirts: How countries are coping with the Iran war energy shock

Countries around the world have scrambled to cope with the fallout of the energy shock from the Iran war. This comes as the Iran war stretches into its third week.

CNBC • Mar 15, 2026

VNM: Vietnamese Stocks Look Fundamentally Overvalued

VanEck Vietnam ETF offers diversified exposure to Vietnamese equities, with significant weights in Financials, Real Estate, and Industrials. VNM's forward P/E of 14.22x and modeled IRR of 3.03% suggest current valuations are unattractive relative to local risk and return prospects. Vietnam's robust nominal GDP growth and supportive macro context are offset by high stock beta and a negative implied equity risk premium.

Seeking Alpha • Feb 24, 2026