Morning News 5/2: CPI for January 2026 increased by 2.6%
Updates on global and Vietnamese economic news, international and domestic stock market movements, and notable information about listed companies.
Macroeconomic News:
EU: January 2026 CPI reached 1.7% y/y, lower than the 2% recorded in December 2025. Core CPI fell to 2.2% in January 2026, down from 2.3% in December 2025.
EU: Final January services PMI was revised down to 51.6, lower than the preliminary estimate of 51.9 and lower than the previous month's 52.4. The composite PMI index also fell to 51.3 from a preliminary 51.5.
United States: January 2026 ADP employment data: +22,000 (Expected: +48,000, previous month: +41,000, revised to +37,000).
United States: President Donald Trump signed a $1.2 trillion budget bill into law to end the partial U.S. government shutdown.
Vietnam: According to a report by the Ministry of Finance, in January 2026, the CPI increased by 2.6% svck. Total import-export turnover, exports, and imports increased by 38.9%, 29.5%, and 49% YoY, respectively. New registered FDI capital in January reached nearly $1.5 billion, up 14.4% YoY. Actual FDI capital reached nearly $1.7 billion, up 11.3% YoY.
Vietnam: At the sixth round of negotiations on the Vietnam-US Fair and Balanced Trade Agreement, Vietnam requested the US Department of Agriculture to support the expansion of the list of Vietnamese agricultural products eligible for 0% reciprocal tariffs, creating more favorable conditions for accessing the US market.
Vietnam: During an official visit to Vietnam, the Speaker of the Jordanian House of Representatives proposed establishing a free trade zone for Vietnamese goods in Jordan for export to the Middle East.
Market news:
The Ministry of Finance is seeking opinions on a draft circular regulating tax policies for transactions, transfers, and trading of encrypted assets. Under this draft, individuals transferring encrypted assets through platforms of service providers may be subject to a 0.1% tax on revenue per transaction.
The Trade Remedies Authority (Ministry of Industry and Trade) announced that the Ministry has just issued Decision No. 228/QĐ-BCT on the application of provisional anti-dumping duties on certain colorless float glass products originating from Indonesia and Malaysia.
BSR: Signed memoranda of understanding on energy cooperation with leading US partners. The documents focus on cooperation in supplying crude oil to the Dung Quat Refinery, studying the possibility of supplying ethanol biofuel from the US, as well as providing corn raw materials for ethanol production in Vietnam.
DHC: By contributing an additional VND 100 billion to its subsidiary, Giao Long Paper Company Limited, DHC's total capital contribution to Giao Long Paper will increase from VND 450 billion to VND 550 billion, equivalent to 100% of the subsidiary's capital.
VPX: Approved the 2026 business plan with a total revenue target of VND 11,074.5 billion, an increase of 59% compared to the 2025 actual, and pre-tax profit of VND 6,453 billion, an increase of 44%.
MBS: Announced the issuance of over 333.65 million shares offered to shareholders at a ratio of 2:1, with an offering price of VND 10,000 per share. The implementation is expected to take place in 2026.
Source: BIDV Securities (BSC)