1. Introduction:

The global economy is entering a new phase shaped by geopolitical fragmentation, trade protectionism, and supply chain restructuring — creating both risks and repositioning opportunities for Vietnam as a highly open economy.

2. Landscape & Opportunities:

Vietnam faces a critical window driven by shifting supply chains, a more accommodative global monetary cycle, and the final decade of demographic advantage before 2036. Key challenges include escaping the “processing trap,” increasing domestic value-added, and strengthening linkages between FDI and local enterprises.

3. Vietnam 2026 – Positioning & Action:

Vietnam is advancing institutional reforms, infrastructure development, and strategic sector growth to enhance competitiveness and move up the global value chain, aiming for a more resilient and sustainable growth model.