INFRASTRUCTURE INVESTMENT SPURS LONG-TERM UPSWING FOR VIETNAMESE STOCKS
Việt Nam’s accelerating public investment is providing a critical boost to the economy and paving the way for sustained stock market gains, especially in the infrastructure, construction, materials and logistics segments. According to the Ministry of Finance, public investment disbursement reached VNĐ268.1 trillion (US$10.3 billion) by June 30, representing 32.5 per cent of the approved 2025 budget, well ahead of the 28.2 per cent rate reported in the same period last year.
H1 MOTORCYCLE SALES UP 6.4%
Motorcycle sales in Vietnam rose 6.4% in the first half of this year from a year earlier, backed by price cuts and promotions, industry data showed. The Vietnam Association of Motorcycle Manufacturers (VAMM) said its five members – Honda, Yamaha, Piaggio, SYM and Suzuki – sold a combined 1.28 million units in the period.
MEKONG DELTA SEES 17.6% RISE IN TOURIST ARRIVALS IN H1
Vietnam’s Mekong Delta saw more than 35.19 million tourist arrivals in the first six months of 2025, up 17.6% from a year earlier, according to the Mekong Delta Tourism Association. The figure includes over two million international visitors, surging 53.4% year-on-year. Domestic travelers accounted for around 33 million, up 16%.
PUBLIC INVESTMENT DISBURSEMENT REACHES 32.5% OF TARGET IN H1
Around VND268.1 trillion in public investment had been disbursed by June 30, equivalent to 32.5% of the annual target, up from 28.2% in the same period last year, according to the Ministry of Finance. As of June 30, ministries, central agencies, and local authorities had allocated and assigned detailed spending plans totaling VND817.8 trillion, equivalent to 98.7% of the total plan approved by the prime minister.
ELECTRONICS INDUSTRY SEIZES RESTRUCTURING OPPORTUNITIES
Việt Nam is gradually transforming from a manufacturing hub into a regional centre for high-tech innovation. The country currently ranks fifth in the world for electronics, computers and components exports, and second globally for mobile phones and components exports. The export turnover of electronics reached US$134.5 billion last year.
HCM CITY RAMPS UP EFFORTS TO ATTRACT LARGE FOREIGN INVESTMENTS
Following its merger with Bình Dương and Bà Rịa-Vũng Tàu provinces early this month, the new HCM City is targeting US$10.44 billion in foreign direct investment this year. To achieve this goal, it is implementing a range of measures to foster a more transparent and streamlined investment environment for both domestic and foreign investors.
VIETNAM POWERS UP AS PRIME DATA CENTRE INVESTMENT DESTINATION
Vietnam is fast becoming a prime hotspot for data centre investment in Asia-Pacific, offering the region’s second-highest yield-on-cost after Singapore, according to a new report from Cushman & Wakefield. The Asia-Pacific Data Centre Investment Landscape report from July 10 found Yield on Cost (YoC) on data centre investments in Vietnam to be in the range of 17.5 to 18.8 per cent, behind Singapore’s 21 to 23 per cent.
CAR SALES INCREASE SHARPLY IN JUNE
The total number of cars sold by the Vietnam Automobile Manufacturers Association (VAMA)’s members in June 2025 reached 31,977 vehicles, up 9 per cent over May and up 20 per cent over the same period in 2024. Passenger cars accounted for the largest number of sales with 22,934 vehicles, up 14.6 per cent over the previous month.
