HIGHLIGHTED NEWS
On September 9, 2026, Vietnam and Russia issued a joint statement on strengthening their Comprehensive Strategic Partnership, identifying economics and trade as priority sectors; the statement aims to remove trade barriers and achieve a bilateral trade volume of $15 billion by 2030. Both sides encourage investment in high-value-added sectors linked to technology transfer. The energy and oil & gas sectors were identified as strategic breakthroughs, involving accelerated cooperation on Russian oil and LNG supplies to Vietnam, as well as the development of infrastructure for hydrocarbon reception, processing, and storage. Petrovietnam and Zarubezhneft are exploring the establishment of a strategic crude oil reserve system, while the Ninh Thuan 1 project has been designated as a strategic initiative, and both parties are continuing the implementation of the Nuclear Science and Technology Research Center. Additionally, Petrovietnam and Rosatom signed an agreement to develop an additive manufacturing center in Vietnam, utilizing metal 3D printing for the production and repair of oil, gas, and energy equipment. Cooperation also extends to metro systems, railway modernization, multimodal transport (Vietnam–China–Russia), seaport infrastructure development, shipbuilding, and strategic technologies. Furthermore, both sides aim to increase direct flights, simplify entry procedures, and move toward visa-free travel for Vietnamese citizens.
TRADING STRATEGY
The stock market posted slight gains, closing at 1,829.23 points on liquidity below the 20-session average. Market divergence persisted. The VN-Index remained in a tug-of-war, with downward pressure concentrated in the Oil & Gas, Chemicals, and Basic Materials sectors. Conversely, large-cap stocks in the Banking, Real Estate, and Information Technology sectors continued to attract capital and support the broader index. Foreign investors returned to net buying. The VN-Index remains in a sideways consolidation phase, fluctuating within a narrow range around the 1,815–1,835 point level. Weak capital flows and cautious market sentiment have prevented a short-term breakout, even though capital is rotating across sectors rather than concentrating on just a few specific stocks. The market is likely to maintain this tug-of-war pattern to rebuild its base and reinforce trend stability.
Today, the VN-Index is expected to fluctuate within the 1,825–1,840 point range. Short-term investors might consider concentrating their portfolios, prioritizing stocks with strong fundamentals that are supported by capital inflows. Meanwhile, medium- to long-term investors could continue holding stocks with promising business growth prospects for the second half of 2026.
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