Op-eds and invited articles published in major Vietnamese outlets (e.g., Vietnam Investment Review, Vietnam News Agency).
Vietnam’s economy can expand through international demand, investment, domestic markets and better use of capital. The strategic question is which conditions turn that activity into lasting strength for Vietnamese businesses.
A stronger order book can reflect better execution, a favourable market or a temporary advantage created by trade policy. The investment implications depend on which source is doing the work.
Business leaders are connecting Vietnam’s growth ambitions with stronger productivity, governance and technological capabilities. For owners and CEOs, the investment challenge is to turn those priorities into demonstrable enterprise performance
Access to AI is expanding, but adoption alone does not establish better enterprise performance. For owners and CEOs, the investment decision starts with the workflows that materially affect earnings, cash, capacity, service or risk.
Why company growth and shareholder liquidity require different decisions
A share sale can make an owner liquid while leaving the company’s growth plan underfunded. As Vietnam develops its capital market, owners and management teams need to distinguish the value of a transaction from the capital available to the business.
Why strategic relevance, information integrity and execution readiness still do not make a project investable.
48 JETP-aligned projects. More than USD 11 billion in identified financing needs. Only three with announced JETP-related financing by late September 2026.
The numbers point to a management distinction that matters well beyond energy: strategic relevance is not the same as investment readiness.
When access to capital tightens, management often starts with the lender. This Executive Insight starts with the company. It examines how strategy, economics, cash generation, transparency, governance and execution capability can shape the confidence of banks and investors long before a financing request is submitted – while distinguishing those internal factors from external funding constraints.
Vietnam’s strategic window is real, but opportunity alone does not create lasting advantage. The next challenge is to build Vietnamese enterprises with the scale, governance, capital, technology and international learning capability required to capture more value and compete beyond the domestic market.
This Vietnamese print publication in Đầu tư presents the Vietnamese-language version of Dr. Sven David’s Vietnam Investment Review article on Resolution No. 10-NQ/TW and Vietnam’s next phase of foreign investment attraction.
The article examines Vietnam’s Resolution No. 10-NQ/TW and the country’s next phase of foreign investment attraction. The core question is no longer simply how Vietnam can attract more capital, but how foreign investment can help build stronger domestic capabilities, deepen supplier linkages, support technology transfer, and create more durable operating advantages for long-term investors.
