Japan Expects Improved Investment Environment in Can Tho

Key pointsAn exchange event with Japanese investors was held in Can Tho City, focusing on improving the investment environment. Japanese companies expect Can Tho to enhance infrastructure and business conditions, particularly through simplifying administrative procedures and increasing legal transparency. This is anticipated to promote investment in the southern region.
Business impactJapanese companies need to closely monitor changes in Can Tho's investment environment and reassess their strategies for future business development, especially by strengthening collaboration with local governments.

Key pointsOn September 11, 2026, VinFast signed strategic memorandums of understanding (MOU) with 13 dealers to establish 27 new showrooms in the Philippines. This plan is a significant step in expanding the sales network for electric vehicles across the country, particularly in the regions of Luzon, Visayas, and Mindanao. It is expected that VinFast will enter new markets in addition to major cities like Metro Manila and Cebu.
Business impactJapanese companies need to monitor the rising demand for electric vehicles in the Philippine market through VinFast's expansion and reassess their competitive strategies, particularly in developing environmentally friendly products.

Key pointsFTSE Russell has announced the upgrade of Vietnam from frontier market to emerging market status, effective September 21, 2026. This upgrade could lead to billions of dollars in capital inflow into the Vietnamese market, but maintaining international investment remains a challenge.
Business impactFor Japanese companies, the increase in capital inflow may expand investment opportunities, but it could also intensify competition, necessitating a review of strategies.

Key pointsA significant sell-off occurred in Vietnam's stock market, causing the VN-Index to drop sharply. Trading volume on the Ho Chi Minh Stock Exchange (HOSE) increased by 36% compared to the previous day, reaching a high not seen in seven trading days. Notably, 59% of trading concentrated in the afternoon session as investors moved to liquidate stocks to realize losses. Market caution intensified, leading to a rapid decline in stock prices.
Business impactFor Japanese companies, the short-term drop in stock prices has minimal direct impact, but attention is needed regarding funding costs and investor sentiment. It is essential to monitor market trends and strengthen risk management.

Key pointsOn September 11, 2026, Vietnam's Minister of Finance visited the French Development Agency (AFD) to sign a memorandum aimed at enhancing cooperation between the two countries. Vietnam plans to establish seven loan agreements with AFD between 2021 and 2025 to finance sustainable development projects.
Business impactJapanese companies should monitor this development and assess its impact on related transactions, contracts, and local operations.

Key pointsOn September 11, 2026, the VN-Index at the Ho Chi Minh Stock Exchange closed below 1,800 points at 1,795.21. Selling pressure, particularly on VN30 constituents, intensified, with afternoon trading volume increasing by 63% compared to the morning. A sense of caution spread across the market, particularly affecting large-cap stocks. The strength of the selling pressure suggests trends among institutional investors.
Business impactFor Japanese companies, short-term fluctuations in the stock market have minimal direct impact, but they may indirectly affect fundraising costs and the stock prices of local partner companies. When considering investments, it is essential to take into account not only short-term index movements but also changes in corporate performance and industry structure.

Key pointsHo Chi Minh City's An Phu Intersection will be raised by 1 meter in response to flooding issues caused by heavy rain on September 10. Authorities have decided to implement both short-term and long-term measures, with the project expected to be completed by the third quarter of 2027.
Business impactImprovements in transportation infrastructure will directly impact logistics and business operations, prompting Japanese companies to monitor the project's progress and prepare for potential business impacts.