Vietnam — Market Overview
🇻🇳 Vietnam
Vietnam often trades as one of Asia's clearest manufacturing and supply-chain relocation stories, but domestic property and credit conditions still matter greatly for market leadership. The cleanest read usually comes from export manufacturing demand, domestic property and bank stress, and whether policy support is broad enough to stabilize the growth mix.
Mapa regional
Factos-chave
Vietnam num relance
Capital
Currency
Primary exchange
Central bank
Region
Time zone
Country dashboard
Porque este mercado importa
This first pass is built as a reusable country page instead of a static essay. The page now combines a stylized country map, a switchable line-chart explorer, and linked peer countries so users can move from Vietnam into the rest of the region without losing the macro frame.
Explorador macro
Troca de variável sem perder o contexto do país
GDP, inflation, labor, policy, and industrial activity are shown on a quarterly path from 2000 onward, while debt and the local equity benchmark come in when usable history exists. This keeps the page focused on fiscal room and macro regime while the broader official country pipeline keeps expanding.
Real GDP growth
Vietnam starter GDP-growth path anchored to sourced country profile readings; full official historical wiring is still pending.
Variáveis disponíveis
Comércio e posição externa
Exportações, serviços e balança externa
Em vez de um muro genérico de cartões macro, esta secção foca-se em como o país capta procura do exterior, onde está a sua vantagem comercial e como evolui a balança externa.
The full export figure, combining goods and services in one line. It is the cleanest way to read how much external demand Vietnam is capturing across both physical products and higher-value intangible flows.
This is the merchandise side of exports: industrial supplies, capital goods, autos, food, and other physical products. It matters because it reflects the health of manufacturing, energy, aerospace, and the broader global industrial cycle.
This is the intangible side: finance, travel, licensing, business services, and IP-linked flows. It matters because it shows where Vietnam is strongest in higher-margin, knowledge-intensive, and branded service activities.
Parceiros comerciais
Com quem o país comercia
Lente das commodities
Exposição a matérias-primas
Trade in goods and services equaled 173.9% of GDP in 2024. This is a quick read on how externally exposed the economy is.
Services represented 5.8% of total exports in the latest reading, which helps show whether the export mix leans more toward intangibles or merchandise.
Manufactures accounted for 85.0% of merchandise exports in 2023.
Fuel exports accounted for 1.0% of merchandise exports in 2023, useful for reading commodity exposure.
Food exports accounted for 9.4% of merchandise exports in 2023, adding context on agricultural exposure.
Fonte: World Bank API: totalExports,
O que observar
Chave de leitura
manufacturing exports
Vietnam should first be read through manufacturing exports. When this regime shifts, local multiples and sector leadership usually shift with it.
property and credit cycle
The cleanest read usually comes from export manufacturing demand, domestic property and bank stress, and whether policy support is broad enough to stabilize the growth mix. That makes property and credit cycle one of the most important signals for revising the country narrative.
policy support
The final layer is policy support, because it determines whether the macro backdrop turns into sustainable earnings support for the VN-Index.
Outros países
Continua por Asia
Cada cartão abre o mesmo modelo de país com o seu próprio mapa, variáveis macro alternáveis e vista de referência. É a primeira rede ligada de páginas de país da região.
Asia
🇨🇳 China
A policy-shaped market where credit direction, property stabilization, and industrial strategy dominate sentiment.
Asia
🇮🇳 India
A domestic-growth market driven by credit expansion, capex, consumption, and rising equity participation.
Asia
🇯🇵 Japan
A globally exposed market where yen direction, corporate reform, and export cyclicals drive relative performance.
Asia
🇸🇬 Singapore
A financial and logistics hub where global trade, banking, property, and regional capital flows set the tone.
Asia
🇰🇷 South Korea
A manufacturing and semiconductor market tightly linked to the global electronics, memory, and export cycle.
Asia
🇹🇼 Taiwan
A concentrated technology market dominated by semiconductors, electronics supply chains, and AI-capex leverage.
Real GDP growth
O que isto sinaliza
GDP growth is published quarterly and annualized, so each point captures how fast real output was expanding or contracting versus the prior quarter at an annual rate. It matters because it is the broadest scorecard of domestic economic momentum and sets the backdrop for revenues, employment, and policy expectations. Versus a year ago, the series is lower by 2.4%, which points to a softer or less supportive backdrop on this measure. Across the displayed window, the broader trend is still upward.