TNH Hospital Group shifts focus from expansion to profitability, setting hospital-level targets and preparing TNH Lang Son for launch in mid-2026.

Kenno Vietnam Pulse in May 2026 covers Vietnam's uneven stock market and structural developments formalizing the economy and investment environment.

FPT was designated as Microsoft's first Frontier Partner in Southeast Asia. We access what this means for its market positioning and earnings outlook.

Vietnam's Decree 90/2026 tightens pharmacy regulations. We assess the impact on Long Chau, a modern pharmacy chain operated by our portfolio company FRT.

Vietnam’s structural shift from informal trade to modern retail is creating long-term opportunities for formal, scalable consumer businesses.

Kenno Vietnam Pulse in April 2026 reviews the VN Index’s uneven gains, EM upgrade progress, lower interest rates, and continued retail formalization.

Vietnam real estate is shifting toward end-user demand, with tighter supply and stronger fundamentals supporting earnings growth for developers like NLG.

Vietnam continues to limit the impact of global energy disruptions, with public investment and domestic demand supporting sustained economic growth.

Vietnam confirmed for FTSE Emerging Market upgrade in September 2026, increasing foreign investor access, liquidity, and long-term market potential.

Kenno Vietnam Pulse in March 2026 reviews market decline from oil price shocks, stabilization signals, 2026 earnings outlooks, and sector impacts.

Vietnam responds to oil price volatility with structural energy reforms, improving efficiency and supporting a more stable economic outlook.

Vietnam’s consumer sector remains resilient amid oil price volatility, supported by strong demographics, policies, and long-term domestic growth trends.

Vietnam proposes a pilot framework for affordable commercial housing to address supply gaps and expand access for middle-income homebuyers.

Kenno Vietnam Pulse in February 2026 covers stock market volatility driven by liquidity, FTSE upgrade progress, retail-led growth, and tourism momentum.

Vietnam’s FTSE Emerging Market upgrade: stock market reforms, CCP rollout, foreign flow expectations, and investment outlook from our VAD 2026 insights.

MWG’s 5-year outlook: DMX IPO plans, new growth drivers, and consumer retail trends discussed at Vietnam Access Days 2026.

Vietnam’s 2026 macro outlook: reform momentum, political continuity, trade positioning, and sector opportunities discussed at VAD 2026.

Kenno Vietnam Pulse in January 2026 covers stock market rotation during earnings season, tighter credit growth, and revised policy direction for 2026–2030.

Vietnam breaks ground on its first domestic chip factory, strengthening the semiconductor ecosystem and integrating deeper into the global value chain.

Leadership transition and supportive healthcare policies position Traphaco (TRA) for long-term growth within Vietnam’s expanding pharmaceutical market.

Kenno Vietnam Pulse in December 2025 covers financial market advancements, tax changes, and easing macro pressures shaping Vietnam’s investment outlook.

Kenno Vietnam Pulse November 2025 covers Vietnam’s upgrade roadmap, public investment plans, and a steady outlook for domestic consumption in 2026.

Vietnam's key developments in October 2025: the stock market upgrade announcement by FTSE Russell, resilient economic performance, and real estate reforms.

Vietnam’s stock market slowed in September 2025 as reforms advanced, setting the stage for stronger growth and new opportunities in consumer sectors.

Vietnam’s August 2025 update: strong public investment, credit quota expansion, national projects, Korea partnership, SAP investment, gold market reforms.

Kenno revamps brand communications and launches a new website, reflecting its long-term vision to be a leading asset management firm investing in Asia.

Vietnam’s July 2025 update: record GDP growth, U.S. trade deal resolution, LNG power plants rollout, data center policy push, and major airport expansion.

Vietnam’s June 2025 highlights: strong FDI, tourism rebound, major reform, new tech laws, and deeper commitment from global electronics leaders.

Explore Vietnam's key economic developments in May 2025: private sector reforms, public investment acceleration, and major international deals.

Explore Vietnam's key economic developments in April 2025: U.S. trade talks, AI R&D, infrastructure and tech financing, and KRX trading system launch.

Vietnam navigates new U.S. tariffs with strategic reforms, strong domestic demand, and resilient growth—what it means for investors in 2025.

Explore Vietnam's key economic developments in March 2025: Public investment, U.S. trade and partnerships, KRX system, nationwide administrative changes.

Explore Vietnam's key economic developments in February 2025: Tourism, infrastructure, telecommunications, high-tech foreign investment, and reforms.

Kenno joins Vietnam Access Day 2025, exploring market trends, investment opportunities, and Vietnam’s evolving economy. Read key insights from our team.

Explore Vietnam's key economic developments in January 2025: national energy and logistics projects, foreign industrial investment, and high-tech funding.

Highlights from Kenno's portfolio: FPT’s AI factories, MWG’s store expansion, TNH’s new hospital launch, and MSN’s successful divestment.