AGP Executive Report
Last update: 6 hours agoVietnam Trade Watch: Vietnam’s merchandise trade swung to a $16.65 billion deficit in 1H2026 as imports surged faster than exports, with total turnover up 27.1% to $549.7 billion, driven largely by raw materials, machinery and intermediate goods for manufacturing. FDI Momentum: Realised FDI in Vietnam hit a five-year high in the first half, reaching $13.03 billion (+11.2% y/y), while total registered FDI rose to $34.65 billion (+61%). Business Formation Surge: New enterprises jumped 22.5% to 111,700 in 1H2026, with newly registered capital up 64.8% to over $53 billion. Port & Logistics Expansion: PSA Vietnam and Lach Huyen partners to develop and operate four deep-sea container berths at Lach Huyen Port in Haiphong, targeting 4.5 million TEUs annually. HCMC Growth Update: Ho Chi Minh City’s economy grew 8.55% in 1H2026, led by services and a sharp rebound in FDI. Industrial Real Estate Outlook: Stocks gained momentum as policy and FDI support lift industrial real estate sentiment, with Resolution 10 seen as a key tailwind. Regional Storms: Tropical Storm Maysak and heavy rains disrupted parts of Vietnam and China, with flooding and casualties reported.
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