VDSC forecasts that the full market electricity price (FMP) will gradually increase from Q2 2026 due to the end of abundant low-cost hydropower supply, putting upward pressure on input electricity purchase costs for power companies.
Foreign investors were net sellers of 4,497.4 billion VND (~$179.9 million) last week, with net selling of 1,069.2 billion VND via matched orders. Net buying was concentrated in Real Estate and Basic Resources sectors (e.g., VIC, HPG), while net selling focused on Information Technology (e.g., FPT, BID).
Market liquidity declined slightly despite a positive weekly index performance, with capital flows showing significant divergence across sectors, particularly in construction, banking, and real estate stocks.
A severe and widespread heatwave is expanding across Northern, Central, and Southern Vietnam, with temperatures exceeding 40°C in some areas, leading to increased electricity demand and high risks of fires and heat-related health issues. This extreme weather is expected to persist for several days, particularly impacting the central region.
Vietnam's Prime Minister and National Assembly Chairman outlined the nation's economic strategy, emphasizing institutional and administrative reforms, sustainable growth, and boosting infrastructure and private investment. Key initiatives include reviewing laws, cutting business procedures with a plan due by April 15, and adjusting Power Master Plan 8.
Vietnam is experiencing an unprecedented and prolonged heatwave across the country, with temperatures exceeding 40°C, causing discomfort and health concerns. This severe weather is expected to continue until mid-April, with some relief forecasted for the South.
Vietnam is experiencing a severe and prolonged heatwave, with temperatures exceeding 40°C in many areas for the fifth consecutive day, and forecasts indicate it will persist for another 5-7 days.
Prime Minister Le Minh Hung outlined key economic priorities, emphasizing institutional reform, administrative streamlining, resolving stalled projects, and boosting infrastructure and energy development to achieve sustainable growth without 'hot' expansion.
The Prime Minister outlined Q1 economic performance, acknowledging challenges but emphasizing a commitment to macroeconomic stability, high sustainable growth, and preventing crises. Key solutions include fiscal discipline, energy security, stabilizing key markets (real estate, corporate bonds, currency), administrative reform, and infrastructure development.
A severe and prolonged heatwave is affecting Central Vietnam with temperatures exceeding 41°C, leading to warnings of significantly increased electricity demand, heightened fire risks, and potential health issues.
The Prime Minister reported to the National Assembly, outlining a comprehensive plan to prevent economic instability, achieve double-digit growth, ensure national energy security, and stabilize key markets like real estate and corporate bonds. The government commits to mobilizing resources, increasing budget collection, resolving stalled projects, and stabilizing interest rates.
Vietnam recorded a record 345,979 new domestic investor accounts in March, surpassing the government's 2030 target, while foreign investors also opened 427 new accounts. Despite this strong investor interest, the VN-Index fell by 10.95% in March, accompanied by significant foreign net selling and increased trading liquidity.
Vietnam recorded its highest electricity consumption since the beginning of the year due to a widespread heatwave, reaching 51,691 MW and 1.078 billion kWh daily. While the system remains stable, continued high demand is forecasted, potentially causing local overloads and prompting calls for conservation.