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Economic Factors and Themes to Be Mindful Of

Investors face heightened global volatility in 2026 as leading central banks diverge—while the Fed and BoE continue rate cuts, the ECB sits near neutral and the BoJ tightens. Geopolitical flashpoints around the United States add safe‑haven demand, further weakening the US dollar’s dominance. In Vietnam, political stability from the 14th Party Congress underpins a push for 10%+ GDP growth, but ageing demographics and soaring real‑estate prices pose structural risks. Public investment is slated to rise 9‑10%, and credit policy will shift toward productive sectors, shaping sectoral opportunities.