According to data from the General Statistics Office (Ministry of Finance), 2025 concluded with many positive highlights in the investment sector. Vietnam's GDP is estimated to have grown by 8,02%, and corporate profits increased by 21% year-on-year.

Last year, the VN-Index reached a historic peak of 1.805 points on 25/12 and closed the year at 1.784 points, marking a 38,8% increase for 2025 (in USD terms). Dragon Capital statistics indicate that domestic capital continued to play a key role, absorbing a significant net selling volume from foreign investors. In 2025, foreign investors net sold over 5 billion USD – a record annual selling volume. However, December saw a positive shift, with foreign investors net buying in more than half of the trading sessions, totaling 90,5 million USD.

A client monitoring the stock market. Photo: Quynh Tran

According to Dragon Capital experts, this trend aligns with expectations of improved investor sentiment, especially as Vietnam is anticipated to be considered by FTSE for an upgrade to emerging market status in September, alongside ongoing legal reforms targeting MSCI inclusion by 2030.

Entering 2026, the 14th National Congress of the Communist Party of Vietnam, held from 19-23/1, is a pivotal event, setting comprehensive development goals and directions across all sectors. On 20/1, the Government issued Resolution 01 on socio-economic development tasks, solutions, and the state budget estimate for 2026. The Resolution states that 2026 is a significant year, marking the beginning of a new development phase. However, the international context is projected to remain complex and unpredictable, while domestic factors present a mix of advantages and challenges. The Government requires all levels, sectors, and localities to focus on administration to achieve a national GDP growth target of 10% or more for 2026, coupled with macroeconomic stability, inflation control, and ensuring major economic balances.

According to experts, these changes necessitate investors to approach macroeconomic information and portfolio management strategies with greater caution and scientific rigor. In this context, Dragon Capital Vietnam is organizing its Investor Day event, themed "Resilient Investment, Far-Reaching Growth," at 15:00 on 26/1. The event will be broadcast online on VnExpress and Dragon Capital's fanpage.

Investor Day 2026 event with the theme "Resilient Investment, Far-Reaching Growth." Photo: Dragon Capital

The program aims to help investors quickly grasp market movements, while providing in-depth insights into the 2026 economic outlook and new-phase securities investment strategies. Dragon Capital representatives will also report on the investment performance of their funds.

Senior leaders from Dragon Capital participating in the program include: Le Anh Tuan – General Director, Vo Nguyen Khoa Tuan – Senior Operations Director for Securities, Nguyen Sang Loc – Portfolio Management Operations Director, and Diep Quoc Khang – Senior Operations Director for Bonds.

Investor Day is a regular Dragon Capital activity, held quarterly since 2022 to connect funds with investors, share knowledge, and update market trends. In 7/2025, the event was first held in a hybrid format (combining two broadcast locations: Hanoi and TP HCM), fostering connections within the investor community across both regions of the country. Each Investor Day event attracts over 1 million online and in-person views.

Thai Anh

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