When the Tailwind Fades
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.
Position Papers
Original, self-authored insights on governance, transformation, and financial system reform.
Vietnam’s Window Is Open. It Will Not Stay Open Forever.
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.
Resolution 10 and Vietnam’s Next FDI Chapter
Vietnam’s Resolution 10 marks a shift from attracting FDI to demanding measurable value creation. For business leaders, it signals a new standard: management quality will increasingly decide who benefits from Vietnam’s next growth phase.
When Growth Starts Slowing Companies Down
As Vietnamese companies continue expanding, many are discovering that growth alone no longer guarantees operational strength. Increasing complexity, fragmented processes and slower decision-making are quietly reducing efficiency and profitability inside organisations. The next competitive advantage may not simply be faster growth — but clearer operations, stronger execution discipline and the ability to scale without losing control.
Steadying the Course: Vietnam’s Strategic Response to Tourism Volatility
Vietnam’s tourism is soaring in 2025 with 15.43 million international arrivals by September — a clear sign of post-pandemic recovery.
Vietnam’s Emerging Market Status: The Urgent Imperative for All-Economy Transformation
Vietnam’s recent reclassification (or imminent reclassification) to Emerging Market (EM) status is a historic milestone, a powerful global affirmation of
The $25 Billion Storm: How US Tariffs Forge Vietnam’s Next Economic Destiny in Furniture
US tariffs of up to 50% have struck at the heart of Vietnam’s furniture sector—an industry employing hundreds of thousands
Vietnam’s Universities in Transformation: Leading the Way to a Competitive Future
Vietnam is at a turning point in higher education. Universities must consolidate, innovate, and build leadership and governance that match
Navigating Crisis with Confidence – Practical Contingency Planning for Vietnamese Business Leaders
In Vietnam’s rapidly evolving business environment, robust contingency planning is essential for sustainable success. This article offers Vietnamese executives and
Building Corporate Resilience
In a world of mounting disruption, contingency planning is no longer a luxury. It is a core leadership responsibility. This