About Emerging Vietnam by HSC Institutional Research
Direct from the desks of HSC's institutional research team, Emerging Vietnam unpacks the macroeconomic trends, sector developments, and market dynamics defining Vietnam's next chapter.
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New comrades; Vietnam's 16th National Assembly in focus
Vietnam's 16th National Assembly has officially convened — and the new leadership lineup could shape the country's economic trajectory for years to come. In this episode, host Hugo Bosch is joined by Dr. Long, HSC's Head of Macroeconomics, to unpack what the appointments of Party Chief To Lam as State President and Le Minh Hung as Prime Minister mean for Vietnam's growth story. From the structure of the new government to the policy priorities ahead, this is your essential briefing on the political forces driving one of Southeast Asia's most dynamic economies. For more information on the topics discussed, please see the link to our latest research report. (https://research.hsc.com.vn/en/report/document?FILENAME=4d47bedd3067424e9e465727506f1880)
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After nearly a decade on the watchlist, Vietnam has officially been reclassified from Frontier to Secondary Emerging Market status by FTSE Russell — but what does this mean in practice? In this episode, host Hugo Bosch sits down with HSC's Chief Market Strategist Tyler Nguyen to cut through the noise. They break down the timeline for passive inflows, which stocks stand to benefit most, what history tells us from Saudi Arabia and Kuwait's own upgrades, and whether this puts Vietnam on the path to the bigger prize: MSCI Emerging Market status. Spoiler — the billion dollars matters less than what it signals.
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18 Mar 2026
Dire straits; Vietnam grapples with Hormuz closure
HSC's Head of Energy & Utilities Nam Nguyen joins this episode to discuss the impact of the US-Iran war on Vietnam's oil & gas sector. For more information on this topic, HSC clients can refer to our previously published report linked here (https://research.hsc.com.vn/en/report/document?FILENAME=1ee992a99a6c46659531e25d49b105e2).
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9 Feb 2026
Into the cryptoverse; Decision 96 paves way for Vietnam crypto exchange
HSC's Financials Research Manager Le Khanh Tung joins this episode to discuss Decision 96 and what that means for a future domestic cryptocurrency exchange in Vietnam. For more information on this topic, HSC clients can refer to our previously published report via this link (https://research.hsc.com.vn/en/report/document?FILENAME=ded2ac95d46a43b5a67159853e48a3fc).
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27 Jan 2026
Don't stop me now; Vietnam trade shrugs off Trump 2.0
Macroeconomics analyst LE TRAN THU HANG discusses Vietnam's surprisingly strong trade performance in 2025, revealing the country's ability to overcome challenges, in this interview episode.
13 Aug 2025
Onwards & upwards; macro indicators stay green
Dr. Long, HSC's Head of Macroeconomics, unpacks Vietnam’s July 2025 economic data, revealing positive macro indicators for the country's growth.
16 Jun 2025
Ascending the bamboo ladder; new VN Index target set
Tyler Nguyen, HSC's Chief Market Strategist, analyzes the new 12-month VN Index forecast of 1512, offering insights into Vietnam's ascending economic trajectory in this episode.
16 May 2025
Signalling resilience; robust macro cuts through tariff noise
On this episode of Emerging Vietnam, HSC's Head of Macroeconomics, Dr Long, discusses Vietnam's macroeconomic results in April. For more information on this topic, HSC clients can refer to our previously published report (https://research.hsc.com.vn/en/report/document?FILENAME=cea8e26d50b34e808431239a48c2329d).
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8 May 2025
LNG diplomacy; Vietnam's energy play
On this episode of Emerging Vietnam, HSC's Head of Energy & Utilities, Nam Hoang Nguyen, discusses the development of LNG in Vietnam and how it may play a role in trade negotiations with the US. For more information on this topic, HSC clients can refer to our previously published report (https://research.hsc.com.vn/en/report/document?FILENAME=39cbd6aaf39043139411f81dcc72ff4e).
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On this episode of Emerging Vietnam, HSC's Chief Market Strategist, Tyler Nguyen, shares his thoughts on which sectors in the Vietnam market may be more resilient in any future US-Vietnam trade deal. For more information on this topic, HSC clients can refer to our previously published report (https://research.hsc.com.vn/en/report/document?FILENAME=066b917e44464d95b39a95a4c8c93c8c).
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11 Apr 2025
When the levies break; Vietnam's 90-day tariff reprieve
On this episode of Emerging Vietnam, HSC's Head of Macroeconomics, Dr Long, discusses the impact of US tariffs on Vietnam. For more information on this topic, HSC clients can refer to our previously published report (https://research.hsc.com.vn/en/report/document?FILENAME=105dba40326c4d2295e8971f53397f88).
Update: Since recording, US levies on Chinese imports have increased to 145% and Chinese levies on US goods have increased to 125%
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