Growth Amid Global Volatility: Vietnam maintained strong momentum in H1 2026 despite energy price shocks, monetary policy divergence and changing global trade conditions. However, domestic bottlenecks continue to weaken the transmission of capital into the real economy.

Unlocking Capital Flows: Vietnam’s challenge is not a shortage of capital, but its slow circulation. The report examines how public investment, infrastructure, targeted credit and capital market reforms can redirect underused resources towards productive growth.

H2 2026 - Scenarios & Opportunities: The report presents three growth scenarios shaped by policy execution, property market liquidity, energy prices and external trade conditions, while highlighting opportunities across finance, infrastructure, energy, logistics and technology.