SCG Home khai trương điểm bán lẻ đầu tiên tại Hà Nội

Key pointsDuncan Burns, CEO of Vanguard, announced that Vietnam will officially be included in the FTSE Russell Emerging Markets Index, with plans to invest $2.5 billion (approximately 65 trillion VND) over the next year. He expressed intentions for long-term investments to support Vietnam's growth and praised the improvements in market transparency and infrastructure.
Business impactJapanese companies need to closely monitor the movements of major investors like Vanguard and reassess their fundraising and market entry strategies. In particular, investment strategies focused on long-term growth will be essential.

Key pointsVietnam has officially joined the FTSE Global Emerging Index Series, marking an upgrade of its securities market to emerging market status. This upgrade is a significant step in attracting international capital, necessitating improvements in transparency and market health.
Business impactJapanese companies should monitor this development and assess its impact on related transactions, contracts, and local operations.

Japanese business summary. Read the original source for the source language.

Key points2026年9月19日、タイのSCGグループがハノイに初の小売店「SCG Home」を開設しました。この店舗は5,500㎡の面積を持ち、60以上の国内外ブランドを取り扱っています。
Business impactこの新店舗の開設は、日系企業にとっても新たなビジネスチャンスを提供し、特に建材やインテリア関連の企業は注目すべきです。

Key pointsTasco Auto, the exclusive distributor of Volvo in Vietnam, has acquired a stake in VinFast Motors, which assembles electric trucks and vans. This deal will allow both companies to focus on the assembly and inspection of electric vehicles, with plans to launch their first product in 2027. Tasco Auto operates 150 showrooms nationwide and is expected to contribute to the development of the electric vehicle market. VinFast Motors was established in 2015 and inherits technology from Izuzu.
Business impactThis move indicates opportunities for Japanese companies to enter the electric vehicle market. As Tasco Auto grows, there will be a demand for the development of the electric vehicle supply chain and skilled technicians, necessitating related sectors to keep an eye on market trends.

Key pointsOn September 19, 2026, Shinhan Bank Vietnam appointed Ryu Je Eun as the new CEO. He has over 25 years of experience in the financial industry, particularly in strategic business planning for the Vietnamese market. The new CEO aims to strengthen relationships with FDI companies, domestic enterprises, and individual customers while promoting digitalization and sustainable finance.
Business impactThe appointment of the new CEO may impact Shinhan Bank's strategy, particularly in building relationships with Japanese companies and enhancing digital services. The financial sector is required to understand Shinhan Bank's new policies and consider appropriate responses.

Key pointsOn September 17, Vietnam's short-term interest rates decreased in some areas, while the 2-week rate rose to 5.5%. Specifically, the 1-week rate is stable at 3.9%, and the 1-month rate is at 6%. This necessitates investors to reassess their fund management strategies. Additionally, traffic adjustments and legal system enhancements are being advanced in Ho Chi Minh City.
Business impactJapanese companies should closely monitor these developments and assess their impact on relevant transactions, contracts, and local operations.

Key pointsSingapore's major bank UOB maintains an optimistic outlook for Vietnam's economic growth in 2026, analyzing that even with an import surplus exceeding $20 billion, currency risks remain limited. This suggests a stable investment environment in Vietnam.
Business impactJapanese companies may find it worthwhile to leverage the low currency risk situation and consider further investments in the Vietnamese market. In particular, a stable currency environment could yield profits in export and import operations.

Key pointsLam Dong Province has attracted 248 investment projects across 14 industrial parks, with a total investment amounting to approximately 46 trillion dong (about 2.78 billion USD). This development signifies a key example of the decentralization of the Vietnamese economy and the expansion of investments, particularly as a relocation destination for manufacturing from major southern cities.
Business impactJapanese companies should consider the industrial parks in Lam Dong Province as new production bases and should explore opportunities for supply chain restructuring and establishing secondary locations.

Key pointsVanguard is planning a $2.5 billion investment following the market upgrade of Vietnam by FTSE Russell. This upgrade is a significant milestone for Vietnam's financial market and is expected to increase interest from international investors. New capital inflows are anticipated to begin on September 21, 2026, with approximately $240 million expected to flow into 27 stocks.
Business impactThis investment will enhance liquidity in the Vietnamese market and provide new fundraising opportunities for Japanese companies. In particular, listed companies will need to reassess their strategies to strengthen relationships with international investors.