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Kenno shares updates and views to support informed decision-making. This marketing communication is intended for informational purposes only and does not constitute financial advice. Investors should always conduct their own due diligence before making investment decisions.

Investing Beyond Europe

Macro insights from Emerging Vietnam 2026 on Vietnam’s growth outlook, policy reforms, and infrastructure plans shaping the economy toward 2030.

Vietnam Economy 25 Jun 2026

Kenno at Emerging Vietnam 2026: Vietnam's New Growth Model Toward 2030

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Investing Beyond Europe

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

Portfolio Insights 10 Jun 2026

TNH Sets New Growth Targets Under New Board Leadership

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Investing Beyond Europe

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

Vietnam Economy 04 Jun 2026

Kenno Vietnam Pulse | May 2026

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Investing Beyond Europe

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

Portfolio Insights 29 May 2026

FPT Moves Up the Value Chain as Microsoft’s First “Frontier Partner” in Southeast Asia

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Investing Beyond Europe

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.

Portfolio Insights 21 May 2026

How FRT Benefit from Vietnam's Tightening Pharmacy Regulations

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Investing Beyond Europe

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

Vietnam Economy 13 May 2026

The Changing Role of Household Businesses in Vietnam's Consumption Story

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Investing Beyond Europe

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

Vietnam Economy 06 May 2026

Kenno Vietnam Pulse | April 2026

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Investing Beyond Europe

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

Vietnam Economy 23 Apr 2026

Vietnam Real Estate: Structural Shift to End-User Demand

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Investing Beyond Europe

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

Vietnam Economy 16 Apr 2026

Vietnam Navigates Energy Volatility Amid US–Iran Conflict

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