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(EN) GTJASVN_Macro Report_Vietnam Macro Updates_Nov 2025

03/12/2025

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Vietnam Macro Update in October 2025 and Key Information in November

Summary of key information:

  • The U.S. economy is showing signs of instability; however, the overall outlook remains tilted toward a more positive and steady state.
  • Meanwhile, China is steadily advancing its economic restructuring efforts, with some encouraging early results.
  • Vietnam continues to maintain its economic growth momentum, though there are signs of Cyclical short-term cash flow difficulties .
  • The market correction phase presents broader opportunities for investors as they anticipate new positive developments in 2026.

(EN) GTJASVN_Macro Report_Vietnam Macro Updates_Nov 2025

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