# Vietnam economic and investment trends

> Live situation record from CLSTR: https://clstr.news/situations/vietnam-economic-and-investment-trends
> Updated: 2026-10-22T03:33:47.000Z. Sources: 4. Developments: 2.

In the first half of 2026, Vietnam experienced a surge in Foreign Direct Investment (FDI). National FDI inflows reached $40.63 billion in the first eight months of the year, a 55.4% year-on-year increase. Manufacturing and real estate were primary recipients, with Ho Chi Minh City exploring the transformation of industrial zones into eco-friendly, high-tech models to sustain this growth.

However, the investment fund sector showed signs of volatility by the third quarter. As of September 30, 2026, the total net asset value (NAV) of 138 domestic and foreign funds fell to approximately 246 trillion VND, a 5% decrease from August. This period marked the seventh consecutive quarter of capital withdrawal, with total net outflows for the first nine months of 2026 reaching nearly 31.7 trillion VND.

Sectoral performance during this period was mixed. While the banking sector saw net buying, the real estate sector faced significant selling pressure. Additionally, certain industrial players, such as Hoa Phat Group, experienced consecutive months of net selling by investment funds.

## Claims

- In September 2026, 16 funds net sold approximately 8.3 million shares of HPG. (corroborated by 2 sources)
- HPG has been on the net selling list for four consecutive months. (corroborated by 2 sources)
- As of September 30, 2026, the total NAV of 138 investment funds in Vietnam was approximately 246 trillion VND. (single source)
- Total net outflows for the first nine months of 2026 reached nearly 31.7 trillion VND. (single source)
- The banking sector was the only group with net buying exceeding 1,000 billion VND in September. (single source)
- The real estate sector saw net outflows of approximately 2,212 billion VND in September. (single source)
- The total NAV decreased by nearly 13 trillion VND compared to August 2026. (single source)
- The net outflow in the third quarter of 2026 was 8.6 trillion VND. (single source)

## Timeline

### 2026-10-22: Vietnam investment funds see significant net outflows in September 2026

Vietnam's investment funds saw total NAV drop to 246 trillion VND in September 2026, with 31.7 trillion VND net outflows recorded in the first nine months of the year.

4 sources. https://clstr.news/cluster/vietnam-investment-funds-see-significant-net-outflows-in-september-2026

### 2026-09-27: Vietnam attracts $40.63 billion in FDI amid industrial growth

Vietnam sees rising FDI, with $40.63 billion recorded through August 2026. Industrial real estate and manufacturing lead growth, while Ho Chi Minh City moves toward eco-friendly industrial zones.

12 sources. https://clstr.news/cluster/vietnam-real-estate-market-shifts-toward-real-value-amid-rising-interest-rates

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Cite as: Vietnam economic and investment trends. CLSTR, https://clstr.news/situations/vietnam-economic-and-investment-trends