Featured Research

Residential Real Estate Sector – 2026 Outlook

Tighter bank financing in 2026 will drive increasing divergence in the housing supply mix, funding structure, and credit profile of developers
04/05/2026
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Corporate Bond Market - Q1 2026 Review

Slow Issuance as Credit Conditions Grow More Challenging
02/04/2026
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U.S. and Israel Attacks on Iran Heighten Energy, FX, and Financing Pressures on Corporate Credit

Escalating US–Israel–Iran conflict is pushing up global energy prices and intensifying inflation, FX, and financing pressures on Vietnam’s corporates
09/03/2026
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Banking Sector - FY2025 Update

Diverging Asset Quality and Profitability as Large Banks Hold Firm, while Small and Mid-sized Banks Face Mounting Liquidity Pressures
02/03/2026
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Credit Outlook 2026

Stable Credit Outlook in 2026, as Strong Domestic Demand and Liquidity Offset Rate and Tariff Risks
26/01/2026
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Corporate Bond Market Review - 2025 Annual Report

A More Resilient Market Foundation Poised for Continued Growth in 2026
16/01/2026
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Research Reports

Showing   / 44 reports
Topic Sector Title Research date Read more
Sector Comment
Securities

Securities Sector - 9M2024 Update

Large firms led sector profit boost with strong margin lending and investment gains, supported by significant capital raises
18/11/2024 View report
Sector Comment
Residential Real Estate

Residential Real Estate Sector - 1H2024 Update

New housing supply will boost developer cash flows but also increase leverage
23/09/2024 View report
Sector Comment
Banking

Banking Sector: Frequently asked questions on credit ratings for banks

Frequently asked questions on credit ratings for banks
26/08/2024 View report
Sector Comment
Banking

Banking Sector - 6M2024 Update

Asset risks and profitability remained broadly stable, with small banks facing more loan delinquencies and liquidity issues
19/08/2024 View report
Sector Comment
Securities

Securities Sector - 6M2024 Update

Margin lending and investment gains drove strong profits, liquidity remained stable despite higher short-term borrowings
13/08/2024 View report
Sector Comment
Residential Real Estate

Residential Property Sector - 2H2024 Outlook

Developer sales will improve as new supply increases and homebuyer demand remains robust, access to financing will alleviate liquidity challenges
08/07/2024 View report
Sector Comment
Banking

Banking Sector Comment - June 2024

Banks will require VND283 trillion of subordinated bonds over the next three years to support funding and capital needs
17/06/2024 View report
Sector Comment
Securities

Securities Sector Comment - May 2024

New capital raised in 2024 will bolster growth in margin lending and investments and capacity to manage downside risks
30/05/2024 View report
Sector Comment
Banking

Banking Sector - 3M2024 Update

Profits are set to rise in 2024 due to lower credit costs and wider margins, strengthening banks’ weak loss absorption buffers
24/05/2024 View report
Sector Comment
Banking

Banking Sector - New Credit Institution Law 2024

New Credit Institution Law will strengthen risk governance among banks and empower the regulator to act swiftly to maintain financial sector stability
19/02/2024 View report
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