At the CEO 500 session of the Autumn Economic Forum 2026 (AEF 2026) in Ho Chi Minh City, Deputy Chairman Nguyễn Công Vinh said the city aims to attract $19 billion in FDI in 2026, prioritizing finance, technology, digital transformation, the green economy and innovation. Peter James Opdahl, chairman of Ito Group Holdings, said that beyond the “green lane” investment procedure, Vietnam needs deeper and broader supply chains, a developed domestic market and support for small firms to build international networks; his group has made Vietnam a production hub since 2012 and is building a 12,000 m² factory in Linh Trung Export Processing Zone. IMF Resident Representative Fazurin Jamaludin said the AI-driven tech cycle has supported exports and investment, but concentrated tech supply chains, fiscal pressure and rising borrowing costs are risks. Nguyễn Hữu Huân, deputy head of VIFC-HCMC, proposed matching the type of capital to each stage of a project, with priorities in AI, digital infrastructure, semiconductors, automation, biotech and green technology.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: 'Đại bàng' ngoại muốn gì ngoài 'luồng xanh' đầu tư vào Việt Nam?
Keywords
VietnamFDIsupply chainIMFartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
VNINDEX
• NeutralRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 10/26/2026 | 1,763.55 |
| Change that session | -0.60% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Major Corporations Invest More Deeply in Vietnam
As of 30 September, registered FDI into Vietnam reached US$50.36 billion, up 76.4% year on year, while disbursed capital exceeded US$21 billion, up 12.1% and the highest in five years. Samsung Vietnam's Cha Ji Ho said cooperation with local firms will expand from Bắc Ninh and Ho Chi Minh City to Phú Thọ, Hải Phòng and Thái Nguyên, becoming broader, deeper and more systematic. SGS Vietnam's Jackson Woo stressed that domestic suppliers must prove quality, international standards and production stability to join global supply chains, as market size alone cannot substitute for these requirements. Bùi Thu Thủy of the Foreign Investment Agency said FDI should be used to lift productivity, technology and competitiveness rather than focusing only on capital volume.
- Ho Chi Minh City targets US$19 billion in FDI, welcoming new investment wave
Ho Chi Minh City aims to attract US$19 billion in FDI in 2026, prioritising finance, technology, digital transformation, green economy and innovation, as outlined at the CEO 500 programme on 26 October within AEF 2026. Mr Nguyen Cong Vinh, Vice Chairman of the City People's Committee, said investment decisions now depend on the connectivity of the entire ecosystem, including technology, infrastructure, energy, human resources and finance. Mr Nguyen Huu Huan of VIFC-HCMC said six priority sectors are AI and digital infrastructure, semiconductors and automation, blockchain and digital finance, biotech and green technology, quantum security and cryptography, and knowledge services, R&D, product design and regional headquarters. Representatives of Pacifico Energy and Arup stressed synchronised planning of energy infrastructure and transport, while Marc Knapper of KGA proposed trade finance, risk hedging and green bond services.
- Dong Nai City Pushes for Double-Digit Growth
Dong Nai City's GRDP rose 10.01% in the first nine months of 2026, with Q3 up 10.21%, putting the city on track for its 11% full-year target. In Q3, industry and construction grew 12.49% and accounted for nearly 68% of overall growth. Budget revenue reached VND 76,722.26 billion by end-September, over 76% of the estimate and up nearly 20%, while eight-month exports topped $24 billion, up over 6%, with foreign-invested firms making up nearly 74%. The city welcomed 4.456 million visitors in nine months, about 77% of the annual plan.
- Revealed: The Economy That Poured Over US$12 Billion of FDI into Vietnam in the First Nine Months of 2026, Far Ahead of South Korea and Japan...
Singapore became the largest investor in Vietnam in the first nine months of 2026, with registered capital of nearly US$12.85 billion, more than US$3.1 billion ahead of South Korea. Total registered FDI exceeded US$50 billion, up 76.4% year on year, while disbursed capital hit a record US$21.07 billion. Singapore's inflows rose nearly 86%, adding about US$6 billion, including over US$9.26 billion in new projects, over US$2.32 billion in additional capital for existing projects, and over US$1.26 billion in capital contributions and share purchases. Cumulatively, Singapore has registered over US$101.5 billion, narrowing the gap with leader South Korea, which is about US$2.7 billion ahead.
- Vietnam Is ASEAN's Fastest-Growing Economy
UOB raised its 2026 GDP growth forecast for Vietnam to 9.2% from 8.5%, after third-quarter GDP grew 9.95% year on year, the fastest since Q3 2022. Industry and construction rose 12.5% and services 9.54%, while gross capital formation climbed 17.88% in the first nine months. The trade balance swung to a $1.27 billion surplus in September, ending nine straight months of deficits, as exports jumped 39% from a year earlier. Registered FDI in the first nine months rose more than 76% to $50.36 billion, and disbursed FDI grew 12% to $21.07 billion. UOB also lifted its 2027 growth forecast to 8.8% and expects the State Bank of Vietnam to hold its refinancing rate at 4.5% through 2027.
- China Opens 'Century Canal' as Multiple Shipping Routes Shift: What Opportunities for Vietnam?
Lucio Blanco Pitlo III, a board member of a Chinese studies association in the Philippines, writes that the 134.2 km Binglu Canal links the Beibu Gulf with inland waterways in Guangxi, shortening sea access for southwest China and giving ASEAN countries a new route to Western markets via the China-Europe rail network. The 72.7 billion yuan (about $10.8 billion) project, completed in four years, opened on September 16 to vessels of up to 5,000 tons. Guangxi officials forecast logistics costs will fall 18-30%, saving over 5 billion yuan ($745 million) a year. Container throughput at Beibu Gulf Port rose from 2.28 million TEU in 2017 to 10.06 million TEU last year. The author says Vietnam could benefit considerably from its proximity, citing a container ship that carried 40 containers of Vietnamese rice bran on a round trip from Nanning to Can Tho.
Related markets
Latest news
- Microsoft offers voluntary buyout to 60,000 employees
Microsoft (MSFT) announced on Monday that it is offering voluntary buyouts to roughly 60,000 employees as it reshapes its organization for the AI era. According to reports, the offers cover staff in Canada, India, the United Kingdom and the United States at level 70 and below, including some senior personnel. It follows the company's first voluntary retirement program, announced in May, which offered packages of eight to 39 weeks of base pay depending on position and tenure. The move comes as Microsoft plans to spend $190 billion on capital expenditures in 2026, largely for AI. Its quarterly earnings, with an update on capex and Azure cloud growth, are due Wednesday.
- As Anthropic’s IPO Looms, The Company Faces A Significant Risk From A Surprising Place, Midterm State And Local Elections
Anthropic has publicly filed its Form S-1 for an IPO just days before the midterm elections, and Oxford Economics' chief U.S. economist Michael Pearce says the biggest risk to its AI data center expansion lies with state and local officials. He cites moratoriums, environmental reviews and grid-connection bottlenecks as more immediate threats than Washington. A May Gallup poll found 71% of Americans oppose data center construction near them, and the National League of Cities tracker counts at least 76 localities that have tried halts or bans. Per WSJ via investingLive, Anthropic's compute commitments exceed $600 billion, though TradingKey cites $750 billion, and the S-1 warns that delays in securing energy, water and other critical services could slow new compute.
- Microsoft offers voluntary buyouts to 60,000 employees
Microsoft said Monday it is offering voluntary exit buyouts to certain employees in the U.S., Canada, India and the United Kingdom at experience level 70 or below, with around 60,000 people eligible according to a source. The company is ramping up data center spending to meet strong AI demand while supplying cloud services to Anthropic, OpenAI and others, which has put a strain on its finances. Its first-ever voluntary retirement program, announced in April, was open to around 7% of U.S. employees. Some marketing, sales and engineering teams have chosen not to participate, and employees must decide in December, with those who take the offer leaving on Dec. 31.
- Why PagSeguro Stock Crashed Today
PagSeguro (PAGS) shares fell 26.4% as of 11:20 a.m. ET, after surging earlier this month when conservative candidate Flávio Bolsonaro led incumbent Luiz Inácio Lula da Silva 47.3% to 44.8% in Brazil's first round. Lula won the second round with 51.8% of votes to Bolsonaro's 48.2%, prompting investors to pull back from Brazil-related stocks broadly. Bolsonaro is refusing to concede and challenging the results, alleging the administration suppressed voting in key districts, though it is unclear whether the claims have merit. Several South American heads of state have already congratulated Lula, who will likely remain in office through 2030. The article notes PagSeguro trades at 7.7 times trailing earnings, with analysts expecting more than 10% annual earnings growth over the next five years, which it says makes the stock look cheap regardless of the election outcome.
- Kalshi strikes deal with S&P Dow Jones Indices to expand financial event contracts
S&P Dow Jones Indices has partnered with prediction market platform Kalshi, allowing the exchange to offer event contracts settled on official values of S&P DJI's benchmarks, and making Kalshi a preferred platform for such contracts. The two will also explore building indexes from Kalshi's prediction market data, which could track expectations on economic, political and sporting events, though no timeline was disclosed. The deal follows moves by traditional market operators into prediction markets, including Intercontinental Exchange's commitment of up to $2 billion to Polymarket in October 2025 and Nasdaq's August partnership with Kalshi on market surveillance technology. Separately, S&P Global said it completed its acquisition of blockchain security firm OpenZeppelin, with financial terms undisclosed.
- Bloom Energy Jumps 7% as Post-Earnings Selloff Reverses; FuelCell Rises 6%, Plug Power Edges Higher
Bloom Energy (BE) rose 7% to $207.61 in morning trading, recovering part of last week's post-earnings slide, while FuelCell Energy (FCEL) gained 6% to $11.83 and Plug Power (PLUG) edged up 2% to $1.41. Bloom's third-quarter 2026 results showed revenue more than doubling on demand from hyperscaler and AI data center customers, and the company raised its full-year revenue outlook for the third time this year. However, free cash flow turned negative, ending a run of four positive quarters, and CFO Simon Edwards said the cash use is “not the beginning of a trend,” tying it to inventory, contract assets and receivables built for future deliveries. The next test is whether fourth-quarter 2026 deliveries convert into cash, and Bloom stock is still trading below its pre-earnings level. Meanwhile, the Global X Hydrogen ETF (HYDR) rose 1% and the SPDR S&P 500 ETF Trust (SPY) rose 0.9% to $767.13.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.