Intelligence on Vietnam's industrial rise.
Long-form research, weekly briefings and visual analysis on Vietnam's FDI flows, manufacturing build-out and the supply-chain reallocation reshaping Asia.
The data behind a decade-defining capital reallocation.
FDI into Vietnam has more than doubled since 2018. Composition is shifting toward higher-value electronics, semiconductor packaging and EV components.
Eight-year capital trajectory
Where capital flows
What we're tracking this week.
MPI prelim: May FDI pledges $4.2B, electronics 41% share.
Foxconn confirms Nghe An phase-2 land allocation, 80 ha.
Amkor begins trial production at Bac Ninh advanced packaging line.
VinFast files Indonesia CKD plan; first units H2 2026.
SBV holds policy rate at 4.50%; VND band widened 25bp.
Cross-referenced from ministry filings, customs data and industrial disclosures
Long-form research on the forces reshaping Vietnam.
Why Vietnam Keeps Winning the China+1 Reallocation
Vietnam is becoming the primary beneficiary of supply-chain diversification across Asia as electronics, semiconductor packaging and industrial manufacturing continue relocating from China.
Samsung, Amkor and Vietnam's quiet semiconductor cluster
Vietnam is becoming the primary beneficiary of supply-chain diversification across Asia as electronics, semiconductor packaging and industrial manufacturing continue relocating from China.
Issue #140 — Foxconn's Nghe An move and the new northern corridor
Foxconn's move in Nghệ An signals a broader expansion of Vietnam's northern industrial corridor beyond Bắc Ninh, Bắc Giang and Hải Phòng.
Interactive dashboards on Vietnam's economy.
Vietnam FDI Investment Dashboard
Monthly dashboard tracking Vietnam’s registered FDI, disbursement, sector allocation, source markets and provincial competition.
Signals behind Vietnam's industrial shift.
Vietnam's China+1 manufacturing map
A visual briefing on FDI flows, industrial zones and supplier relocation.
Signals before the market sees them.
One concise briefing every Monday — capital flows, supplier shifts, policy moves and the week's strategic signals.
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Custom briefings for PE funds, consulting teams, manufacturers and strategy desks.
Bespoke intelligence on Vietnam FDI, sector landscapes, supplier mapping and capital-flow analysis — built on the same research infrastructure powering the Monday Briefing.