
Vietnam, Japan enhance experience sharing in stock market development
Vietnam regards Japan as a key long-term partner and is enhancing experience sharing in stock market development. The two countries are also deepening cooperation in education, healthcare, and economy, aiming for Vietnam's economic growth and improved international competitiveness.
Vietnam always regards Japan as one of its leading and long-term partners, and supports the country's increasingly active role in promoting peace, stability, cooperation and development in the region and the world. Under the new deal, the Aoyama School of Japanese authorised the VJCE to serve as its representative in Vietnam to coordinate educational cooperation activities, connect partners, develop training programmes, and promote educational exchange projects between the two countries. Vietnam’s 108 Military Central Hospital and Japan’s Toho University Graduate School of Medicine continue to promote faculty and student exchange programmes, conduct joint scientific research, organise academic conferences, share scholarly information, and exchange advanced medical knowledge and technologies. EuroCham's latest survey shows European business confidence rebounding to its highest level in nearly seven years, driven by stronger demand despite global uncertainty. Achieving Vietnam's target of more than 74 billion USD in agricultural, forestry and fishery exports in 2026 will require stronger traceability systems, initially focusing on key export commodities, high-value products and major markets such as the EU, the US and China. As the private sector takes on a more central role under the Politburo's Resolution No. 68-NQ/TW, experts and business representatives say Vietnam needs a more comprehensive approach to supporting SMEs. This includes improving institutions, making financial support tools more effective and reshaping the financial system to better suit the characteristics of SMEs. Energy transition is not simply about replacing fossil fuels with wind and solar power. It also requires building a sustainable energy ecosystem in which clean power generation, energy storage, smart grids and material recycling chains develop in parallel. Such an integrated approach will improve energy efficiency, further reduce greenhouse gas emissions and help Vietnam achieve green growth and net-zero emissions targets by 2050. With the current trading band of +/- 5%, the ceiling rate applicable for commercial banks during the day is 26,495 VND/USD, and the floor rate 23,971 VND/USD. The ministry said the Government would focus on implementing eight key priorities to achieve its full-year growth target and keep average inflation at around 4.5%, despite mounting external risks from the Middle East conflict and increasingly unpredictable natural disasters. Applying the agreement to the international border gate pair is key to lowering logistics costs, boosting competitiveness, expanding market access, attracting investment and fostering socio-economic development in both countries. The Government's inflation target remains within reach despite mounting headwinds. Several forecasts suggest inflation can stay below 4.5% this year if international oil prices continue to retreat. Extending domestic fuel tax incentives through year-end, along with stable electricity prices, healthcare fees and exchange rates, would offer additional relief. In the first half of 2026, Hanoi disbursed 64 trillion VND (2.4 billion USD) in public investment, equivalent to more than 53% of the annual plan assigned by the Prime Minister – the highest mid-year disbursement rate recorded in many years. Vietnamese coffee already compliant with EUDR requirements is being sold at a premium of around 50 USD per tonne. Once the regulation is fully enforced, opportunities for Vietnam's coffee industry will become even greater, an insider said. The 2025 business landscape indicates that the enterprise sector continued to demonstrate resilience amid fluctuations in both domestic and international business environments. With the current trading band of +/- 5%, the ceiling rate applicable for commercial banks during the day is 26,486 VND/USD, and the floor rate 23,964 VND/USD. The Cai Mep Ha Free Trade Zone (FTZ) is emerging as a strategic project of special importance, expected to become the city's gateway to global markets and a new growth engine in a new era of development. As the Official Airline Partner of the ASEAN United FC events, Vietjet connects fans and destinations across Southeast Asia through the region's leading football competitions, kicking off with the ASEAN Hyundai Cup™ 2026, the jewel in the crown of ASEAN football and the region's biggest sporting event. Among the cases were 367 involving the illegal trade and transport of prohibited or smuggled goods, 692 related to commercial and tax fraud, and 162 concerning counterfeit products, imitation goods and intellectual property infringements. Criminal proceedings were launched in 231 cases, with 406 suspects facing criminal proceedings, while 957 cases were settled through administrative penalties. Digital transformation, artificial intelligence (AI), product traceability and e-commerce are increasingly reshaping Vietnam's agricultural sector, helping farmers and businesses improve product quality, meet stricter market requirements and enhance competitiveness. Lefaso has called for faster development of the domestic supporting industry to reduce reliance on imported materials. It also proposed establishing strategic raw material reserves and trading platforms to improve supply security. With domestic demand recovering, tourism expanding and new consumption spaces emerging, the trade and service sector is expected to become not only the outlet for production but also a catalyst for broader economic growth, helping Ho Chi Minh City achieve its ambitious double-digit GRDP target in 2026. Describing the RoK as a strategic partner of VIFC-HCMC, a leader of the centre said cooperation potential is significant given the country’s developed capital market, modern banking system, technological strengths and experience in building financial centres in Seoul, Busan and Incheon. The resolution calls for a shift in development mindset, positioning FDI as a key driver of growth model transformation, with a focus on quality, value addition and continuous improvement of intrinsic capacity and self-reliance of the economy. Many experts and businesses believe the policy provides a timely strategic boost, helping Vietnam to capitalise on the ongoing global supply chain realignment. Copyright, VietnamPlus, Vietnam News Agency (VNA) Editor-in-chief, Mr. Tran Tien Duan.
多角的分析
ベトナム経済は、欧州企業の信頼感回復や輸出目標達成に向けたトレーサビリティ強化など、複数のポジティブな兆候を見せている。しかし、中小企業支援の包括的アプローチの必要性や、エネルギー移行における持続可能なエコシステム構築の課題も浮き彫りになっている。政府はインフレ抑制と成長目標達成のために8つの優先事項に注力しており、公共投資の順調な実施は経済活動を下支えするだろう。為替レートの変動バンドは、金融市場の安定化を図る政府の意図を示唆している。
日本との証券市場開発における経験共有強化は、ベトナムの資本市場の透明性と効率性を向上させ、外国人投資家にとって魅力的な投資先となる可能性を高める。EUDR要件に準拠したコーヒーのプレミアム販売や、Cai Mep Ha FTZの戦略的プロジェクト化は、特定のセクターにおける投資機会を示唆している。しかし、中小企業支援の遅れや、エネルギー移行の複雑さは、投資リスクとして考慮されるべきである。
教育分野での日本との連携強化は、ベトナムの若年層のスキル向上と国際的な機会拡大に繋がる。医療分野での協力は、国民の健康水準向上に寄与するだろう。一方で、中小企業支援の不十分さは、国内経済の基盤となる多くの企業の成長を阻害する可能性があり、雇用や所得に間接的な影響を与える。また、デジタル変革やAIの導入は、農業従事者の生活様式や所得に変化をもたらす可能性がある。
ベトナム国民にとって、日本との教育・医療分野での協力深化は、より質の高い教育機会や医療サービスへのアクセス向上という形で恩恵をもたらす可能性がある。証券市場の発展は、一部の国民の資産形成に影響を与えるかもしれない。しかし、中小企業支援の課題は、多くの国民が雇用を依存する国内産業の成長鈍化に繋がりかねない。また、エネルギー移行は、将来的なエネルギーコストや環境に影響を与える可能性がある。
背景・歴史的文脈
ベトナムと日本の関係は、冷戦終結後、経済協力を中心に急速に発展してきた。特に、日本はベトナムにとって最大のODA供与国であり、主要な貿易・投資パートナーである。ベトナムの一党体制下では、経済成長と社会安定の両立が最重要課題であり、そのために外国からの投資と技術導入を積極的に進めている。証券市場の発展は、国内資金調達能力の向上と経済の透明化を目指すベトナム政府の長年の目標の一部である。近年、中国との関係においては、南シナ海問題などを背景に緊張が見られることもあり、日本との連携強化はベトナムの外交・安全保障戦略においても重要な意味を持つ。
原文ソース
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