FTSE Upgrade Could Bring $8 Billion to Vietnam Investment

Key pointsThe upgrade of the Vietnamese market by FTSE Russell is expected to attract over $1.8 billion from passive ETFs and up to $8 billion from active funds into the Vietnamese stock market. This upgrade will be implemented gradually starting in September 2026, drawing attention to the significant scale of incoming funds amid rising interest from foreign investors.
Business impactFor Japanese companies, the revitalization of the capital market may lead to an improved fundraising environment. In particular, companies operating in Vietnam may find that increased transparency in the stock market enhances the security of their transactions.

Key pointsDa Nang City has recently welcomed investments from major companies, emphasizing the speed of decision-making as a new attraction due to its geographical advantages and land benefits. Notably, the VSIP Da Nang Industrial Park project was completed in just 57 days from application to investment approval. This rapid process presents a significant advantage for businesses. Da Nang's leaders have stated that a shift towards a growth model based on knowledge and technological innovation is necessary moving forward.
Business impactThe swift decision-making in Da Nang City offers new investment opportunities for Japanese companies. In particular, businesses considering entering industrial parks should leverage the speed of procedures to expedite their operations.

Key pointsSGI Capital has warned that the Vietnamese stock market may enter a downward trend, potentially triggering a chain reaction of deleveraging. With the VN-Index environment becoming uncertain, changes in investor sentiment are a focal point, and maintaining cash and exercising patience are suggested as risk-averse strategies. Structural risks in the market are becoming apparent, particularly due to the inexperience of individual investors.
Business impactFor Japanese companies, while fluctuations in the stock market may have limited direct impact, the stability of the capital market could influence the fundraising environment and investor sentiment. Companies building supply chains in the manufacturing sector should pay close attention to market psychological trends.

Key pointsThe Vietnam Road Traffic Authority announced that toll collection on the Can Tho - Ca Mau Expressway will start on September 15. This expressway consists of two sections: Can Tho - Hau Giang and Hau Giang - Ca Mau, with a total length of 110.85 km. Toll rates vary by vehicle type, with a maximum charge of approximately 55,800 VND (about 260 yen). This will expand toll collection through public investment for expressways.
Business impactThis new toll system may impact logistics and transportation operations. In particular, Japanese companies will need to reassess cost management and prepare for fluctuations in transportation costs.

Key pointsOn September 10, 2026, T&T Energy Group and TotalEnergies signed a memorandum regarding an LNG power plant project in Ho Chi Minh City. The project is expected to involve an investment of approximately 40 trillion VND (1.5 billion USD) and will have a generation capacity of about 1,500 MW. It is anticipated to play a crucial role in energy security in southern Vietnam.
Business impactThis project presents investment opportunities in the energy sector and may create new business chances for Japanese companies. Energy-related firms should closely monitor future developments.

Key pointsCompliance with ESG (Environmental, Social, Governance) standards is directly impacting the competitiveness of Vietnamese companies and their participation in supply chains. Companies need to efficiently use resources and fulfill responsibilities towards workers, making ESG practices essential.
Business impactJapanese companies must reassess their strategies to meet ESG standards and advance the establishment of sustainable business models. Urgent action is required, especially in industries where environmental considerations are critical.