News & Insights - PVI AM
Insights & Media

News & Insights

Market commentary, research reports, educational content, and investment strategies from PVI Asset Management.

PVI AM participates in VIOD Discussion: The Role of the Corporate Secretary in a New Era

The discussion brought together experts and business representatives with practical experience in corporate governance, investment, and investor relations to exchange views on the role of the Corporate Secretary amid increasingly stringent expectations for governance quality and transparency. Insights from an Institutional Investor As an institutional investor, PVI AM considers the…

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Macroeconomic Overview – August 2026: Recovery Momentum Strengthens, Inflation Risks Remain

Vietnam Macroeconomic Performance in August 2026 Vietnam’s macroeconomic picture remained broadly positive in August 2026, despite the global economy facing dual pressures from rising inflation and weakening growth. Manufacturing, trade, FDI and the stock market continued to maintain their improving momentum, while inflation and interest rates remained key areas of…

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PVI AM on VTV: Promoting financial literacy for the next generation of investors

Financial literacy is increasingly becoming a core skill for Vietnam’s younger generation – not only helping individuals take a proactive approach to personal financial management, but also contributing to the development of a generation of informed and disciplined investors with a focus on long-term financial goals. In the feature “Financial…

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Macroeconomic Overview – July 2026

Macroeconomic Overview – July 2026 In Vietnam, the macroeconomic picture remained positive, with a clear recovery in the manufacturing sector. The Industrial Production Index (IIP) surged 14.5% YoY in July. Meanwhile, the PMI reached 52.9, the highest level since February 2026, supported by improvements in output and new orders, while…

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PVI AM Honoured as “Asset Management Company of the Year – Fixed Income (Vietnam)”

This award marks a significant milestone for PVI AM, recognising the Company’s long-standing commitment to building professional investment and capital management capabilities, strengthening its expertise in fixed income investing, and maintaining disciplined investment processes supported by rigorous risk management. It also reaffirms PVI AM’s position as one of Vietnam’s leading…

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Unblocking capital must go hand in hand with market discipline

Unblocking capital – The market has recovered, but cannot return to the old way of operating After a period of sharp volatility, the policy challenge for the corporate-bond market is no longer simply to “reopen” the capital channel. The economy still needs medium- and long-term financing, while bank credit can…

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Investment Capital Flows: when expectations matter more than news

EXPECTATIONS ARE THE STARTING POINT OF CAPITAL FLOWS On the stock market, investors often joke: “Buy the rumor, sell the news.” Behind that seemingly emotional saying lies a very basic principle: asset prices do not reflect the past but rather expectations about the future. That is why a company can…

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REITs in Vietnam: The market is still waiting for a product in the true sense

1. The gap between the legal framework and the actual market In many countries, REITs have become an important component of the capital market, enabling the securitisation of cash-flow-generating properties such as offices, logistics, industrial parks and shopping centres. The core value of a REIT lies not in speculating on…

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PVI AM honored at The Asset Triple A Awards 2026

The Asset Triple A Awards are widely regarded as one of the most prestigious recognitions in the Asia-Pacific financial industry. Organized by The Asset, a leading regional financial publication, the awards are known for their rigorous and independent evaluation process, with a strong emphasis on investment performance, risk management discipline,…

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Sovereign Credit Rating – A Perspective from Enterprises’ Capital-Raising Needs in the New Era

The importance of the sovereign credit rating for the economy and enterprises Sovereign credit ratings, assigned by agencies such as S&P, Moody’s and Fitch, reflect a country’s ability to repay debt and its level of risk. The higher the rating, the lower the cost of borrowing and the greater the…

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Developing the fund industry into a new pillar of Vietnam’s financial ecosystem

1. Current status and the need to develop the fund-management industry in Vietnam Vietnam’s fund-management industry has grown rapidly over the past decade but remains modest relative to its potential. Total assets under management (AUM) rose from about VND 100,000 billion ten years ago to about VND 639,000 billion at…

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Profit growth setting up PVI Insurance for further gains

Despite mounting hardships, many businesses have weathered stormy times to post upbeat performance – and Vietnam’s most profitable non-life insurer, PVI Insurance, is a shining example. Leveraging flexible adaption plans, timely introduction of synchronised measures for both retail and wholesale services, and accelerated sales of insurance products via e-commerce platforms…

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PVI Opportunity Fund (POF) – Stable growth

Continuing from initial promising results, in 2016, POF had pushed investment activities based on the meticulous planning and strategy approved by the Representative Board. Facing the ever present difficulties and challenges of the market, POF has structured and closely monitored a secured and flexible investment portfolio that both minimizes risk…

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PVI AM established PVI Infrastructure Investment Fund

On 25/5/2017, PVI Asset Management Joint Stock Company (PVI AM) was officially licensed by the State Securities Commission to execute member fund with the following contents: Fund name: PVI Infrastructure Investment Fund (Short name: PIF) Type of fund: Member Fund Chartered capital: VND 520 billion (Five hundred and twenty billion…

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PVI AM News

PVI AM’s Shareholders Meeting was held on 10/08/2016

PVI AM’s Shareholders Meeting was held on 10/08/2016 to approve key contents as followed: The number of BOD Members reduces from 07 (seven) to 05 (five) for the remaining term. Mr Phùng Tuấn Kiên was voted to be BOD Member, BOD Chairman. Mr Nguyễn Huy Tuấn was voted to be…

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