Thu Doan
Policy & Markets Correspondent
Vietnamese policy and markets correspondent covering VN government decisions, State Bank of Vietnam rate changes, and tax policy. 10 years at a VN financial newspaper before going independent. Explains policy moves through their downstream impact on specific market sectors.
Recent articles
Vietnam Coffee Prices Fall 4th Straight Week — April 20
Dak Lak coffee at 84,500 VND/kg. Fourth consecutive weekly decline. Brazil harvest pressure.
business
India Sensex Crashes 2,500 Points on Oil War Fears 2026
BSE Sensex plunged 2500 points and Nifty 50 dropped 750 points on March 19 2026 as Brent crude topped 115 and rupee hit a record low amid Iran war escalation. See the full damage.
business
Indian Rupee Hits Record Low 92.05 Against USD in 2026
INR crashed to 92.0550 on March 19, 2026 — an all-time record — as FII outflows topped $18B, Brent crude surged past $100, and the Fed held rates. RBI intervention details inside.
business
Vietnam Banks Race to Raise Deposit Rates in March 2026
VietinBank hits 4.75% ceiling rate as eight major Vietnamese banks raise deposit rates amid tightening liquidity and competitive pressure in March 2026.
business
Gold Crashes 3% to $4,830 in 2026 Margin Call Shock
Gold plunged 3% to $4,830/oz on March 19, 2026 as institutions dumped safe havens to cover margin calls. We break down the selloff triggers.
business
China 15th Five-Year Plan 2026: AI Dominance and Green Goals
10 trillion USD economic roadmap ratified at NPC March 2026: 5 pillars — AI self-sufficiency green energy advanced manufacturing domestic demand and rural revival. Full breakdown inside.
business
China Economic Strategy 2026: Five-Year Plan & Trade
Track China's 15th Five-Year Plan, record $213B trade surplus, AI dominance push, and tariff impacts. Data-driven analysis with expert sources.
business
US Tariffs 2026: $1,500 Household Tax After Supreme Court Ruling
After the Supreme Court struck down IEEPA tariffs, Trump imposed new Section 232 tariffs — costing US households $1,500/year and adding 0.5% inflation in 2025.
business
Vietnam FTSE Upgrade 2026: $2B Inflows at Stake Apr 7
FTSE Russell decides April 7, 2026 on Vietnam emerging market status. A yes = $2B+ foreign inflows and a major VN-Index rally. Key metrics to watch.
business
Vietnam Gold Crashes 7.5M VND Per Tael in Global Rout 2026
SJC gold bars crashed 7.5 million VND per tael on March 19 2026 to 175.5M VND as global gold fell 3% on margin calls and hawkish Fed signals. Here is what happened and what is next.
business
Vietnam Pork Prices Surge Toward 67,000 VND/kg Mark
Pork prices in Vietnam rose for consecutive days across all regions on March 19, with prices reaching 63,000-67,000 VND/kg as demand outpaces supply nationwide.
business
US Sheds 92,000 Jobs in Feb 2026 — 3rd Drop in 5 Months
92,000 non-farm jobs lost in February 2026 — far worse than the 50,000 expected — as healthcare tech and federal employment all contracted. Unemployment hit 4.4%. Full breakdown here.
business
India Markets Crash 2026: Sensex Drops, FII Pulls $18B Out
Sensex dropped 12% in Q1 2026 as FII pulled $18B and the rupee hit record lows. We track the HDFC Bank crisis, RBI response, and when markets recover.
business
Airline CEOs Slam Congress as DHS Shutdown Cripples Travel 2026
Major airline CEOs issued an open letter blasting Congress as TSA agents go unpaid and 171 million spring travelers face 2-4 hour airport delays. Here is what the industry is demanding.
business
Drones Hit Kuwait's Biggest Oil Refinery in 2026 Iran War
The Mina Al-Ahmadi refinery — processing 460K barrels/day — was struck by 4 drones on March 19, 2026 as Iran's war spreads into Gulf energy. Oil jumped 8% on the news.
business
$265B Private Credit Meltdown Cracks Wall Street in 2026
$265B in private credit assets show stress as Wall Street's $1.3T bet unravels. Blackstone, KKR, and Apollo face worst conditions since 2008. We break down what cracks first.
business
SEC Scraps Quarterly Reports in 2026 Regulation Overhaul
SEC Chair Paul Atkins plans to cut quarterly reporting, letting 6,000+ public companies switch to semiannual filings. Here's what investors lose — and what short-sellers gain.
business