Mekong Research
@mekongresearch.bsky.social
Market research, strategic advisory and investment services in Vietnam, Laos, Cambodia since 1997. www.mekongresearch.com
BP exploring sale of Castrol lubricants division www.reuters.com/business/ene...
www.reuters.com
November 13, 2025 at 12:12 PM
BP exploring sale of Castrol lubricants division www.reuters.com/business/ene...
US freezes $15 billion in Bitcoin accounts held by CEO of Cambodia's Prince Group
www.wsj.com/business/u-s...
www.wsj.com/business/u-s...
U.S. Sanctions Cambodian Conglomerate, Citing Role in ‘Pig-Butchering’ Scams
The Treasury Department labeled Prince Group a criminal organization, while the company says it adheres to international standards.
www.wsj.com
October 14, 2025 at 5:49 PM
US freezes $15 billion in Bitcoin accounts held by CEO of Cambodia's Prince Group
www.wsj.com/business/u-s...
www.wsj.com/business/u-s...
FTSE upgrades Vietnam to Emerging Market status from Frontier Market starting in September 2026, pending continuing reforms
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
www.reuters.com
October 8, 2025 at 1:19 AM
FTSE upgrades Vietnam to Emerging Market status from Frontier Market starting in September 2026, pending continuing reforms
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
Toyota to invest $360 million for hybrid-vehicle assembly line in Vietnam en.vcci.com.vn/toyota-to-in...
Toyota to invest $360 mln in Vietnam hybrid vehicle production
en.vcci.com.vn
October 7, 2025 at 4:09 PM
Toyota to invest $360 million for hybrid-vehicle assembly line in Vietnam en.vcci.com.vn/toyota-to-in...
Consumer spend in US remains strong, but for how long?
"The delayed implementation of tariffs and shifts that led businesses to stock up inventory suggest the consumer inflation impact has not yet been fully realized," Shannon Grein, an economist at Wells Fargo.
www.reuters.com/world/us/us-...
"The delayed implementation of tariffs and shifts that led businesses to stock up inventory suggest the consumer inflation impact has not yet been fully realized," Shannon Grein, an economist at Wells Fargo.
www.reuters.com/world/us/us-...
US consumer spending increases solidly in August
U.S. consumer spending increased slightly more than expected in August, keeping the economy on solid ground as the third quarter progressed, while inflation continued to rise at a measured pace.
www.reuters.com
September 30, 2025 at 12:58 PM
Consumer spend in US remains strong, but for how long?
"The delayed implementation of tariffs and shifts that led businesses to stock up inventory suggest the consumer inflation impact has not yet been fully realized," Shannon Grein, an economist at Wells Fargo.
www.reuters.com/world/us/us-...
"The delayed implementation of tariffs and shifts that led businesses to stock up inventory suggest the consumer inflation impact has not yet been fully realized," Shannon Grein, an economist at Wells Fargo.
www.reuters.com/world/us/us-...
Lower courts have ruled Section 232 tariffs are illegal, so these are expected to be overturned eventually. But in near term, proposed higher tariffs on furniture imports could have severe negative impact on Vietnam's furniture industry and labor market. reason.com/2025/08/27/t...
Trump’s furniture tariffs will make it harder to turn your house into a home
The president's protectionism won't save the American furniture industry, but it will increase the cost of living.
reason.com
September 2, 2025 at 1:38 PM
Lower courts have ruled Section 232 tariffs are illegal, so these are expected to be overturned eventually. But in near term, proposed higher tariffs on furniture imports could have severe negative impact on Vietnam's furniture industry and labor market. reason.com/2025/08/27/t...
Noteworthy....Le Hoai Trung named acting Minister of Foreign Affairs. Skilled technocrat with nearly two decades experience studying and working as diplomat in the US. vietnamnews.vn/politics-law...
Lê Hoài Trung named acting Foreign Minister
Prime Minister Phạm Minh Chính presided over a ceremony to announce the decision to assign Lê Hoài Trung, Secretary of the Party Central Committee and Chief of the Party Central Committee Office, as A...
vietnamnews.vn
September 2, 2025 at 1:32 PM
Noteworthy....Le Hoai Trung named acting Minister of Foreign Affairs. Skilled technocrat with nearly two decades experience studying and working as diplomat in the US. vietnamnews.vn/politics-law...
AEON Financial cancels acquisition of finance company from Vietnam's SeABank after finding accounts 'diverged significantly from reality.'
June 9, 2025 at 6:28 AM
AEON Financial cancels acquisition of finance company from Vietnam's SeABank after finding accounts 'diverged significantly from reality.'
Federal court rules Trump tariffs illegal and an overreach of executive power. Ruling will almost certainly be upheld during appeals process. With Congress highly unlikely to vote to impose new ones, this should mark end of tariff nonsense.
www.reuters.com/business/vie...
www.reuters.com/business/vie...
Instant View: Markets cheer court ruling to block Trump tariffs
U.S. stock futures jumped and the dollar gained against safe-haven peers including the yen and Swiss franc on Thursday, after a U.S. federal court blocked President Donald Trump's "Liberation Day" tariffs from going into effect.
www.reuters.com
May 29, 2025 at 3:25 AM
Federal court rules Trump tariffs illegal and an overreach of executive power. Ruling will almost certainly be upheld during appeals process. With Congress highly unlikely to vote to impose new ones, this should mark end of tariff nonsense.
www.reuters.com/business/vie...
www.reuters.com/business/vie...
Vingroup petitions to become lead investor in proposed $67 billion high speed rail project, forming the "Vinspeed High Class Railway Investment &Devp. Corporation". They request a 35 year, US$60 billion interest-free loan from the Govt to build. Hmm...
May 12, 2025 at 10:54 AM
Vingroup petitions to become lead investor in proposed $67 billion high speed rail project, forming the "Vinspeed High Class Railway Investment &Devp. Corporation". They request a 35 year, US$60 billion interest-free loan from the Govt to build. Hmm...
"Trump sees tariffs as a way to boost U.S. manufacturing, but Nike’s struggle to move production from Asia is a cautionary tale"
www.wsj.com/economy/trad...
www.wsj.com/economy/trad...
Why It’s So Difficult for Robots to Make Your Nike Sneakers
The shoe giant’s effort to find alternatives to Asian factories that churn out a dazzling variety of its sneakers is a cautionary tale.
www.wsj.com
April 22, 2025 at 2:00 AM
"Trump sees tariffs as a way to boost U.S. manufacturing, but Nike’s struggle to move production from Asia is a cautionary tale"
www.wsj.com/economy/trad...
www.wsj.com/economy/trad...
Fund $700 million highway to Ho Tram and maybe we'll consider granting a gaming license ..."When constructing this route, the total capital of the HoTram project can be considered for a number of other favorable policies." www.vietnam.vn/en/thu-tuong...
Prime Minister receives CEO of US investment fund Warburg Pincus
(Chinhphu.vn) - On the morning of April 18, Prime Minister Pham Minh Chinh received Mr. Jefferey Perlman, CEO of Warburg Pincus Group and Chairman of the US-ASEAN Business Council (USABC). Also attend...
www.vietnam.vn
April 18, 2025 at 2:07 PM
Fund $700 million highway to Ho Tram and maybe we'll consider granting a gaming license ..."When constructing this route, the total capital of the HoTram project can be considered for a number of other favorable policies." www.vietnam.vn/en/thu-tuong...
Flight from KL to Phnom Penh this morning. Thanks for the amusement park ride Pres Xi!
April 18, 2025 at 9:22 AM
Flight from KL to Phnom Penh this morning. Thanks for the amusement park ride Pres Xi!
Rolling out the red carpet...
April 17, 2025 at 9:58 AM
Rolling out the red carpet...
EU applies 12.1% anti dumping duty on Vietnam-origin hot rolled steel; Hoa Phat Steel exempt. Duty rates will be reviewed and possibly amended later in 2025.
vnexpress.net/eu-ap-thue-c...
vnexpress.net/eu-ap-thue-c...
EU áp thuế chống bán phá giá đến 12,1% thép Việt
EU áp thuế chống bán phá giá tạm thời 12,1% với một số loại thép cán nóng từ Việt Nam, trừ sản phẩm của Hòa Phát Dung Quất.
vnexpress.net
April 13, 2025 at 2:37 AM
EU applies 12.1% anti dumping duty on Vietnam-origin hot rolled steel; Hoa Phat Steel exempt. Duty rates will be reviewed and possibly amended later in 2025.
vnexpress.net/eu-ap-thue-c...
vnexpress.net/eu-ap-thue-c...
What will Xi ask of Malaysia, Cambodia,Vietnam during visits this week? A China + ASEAN bloc of resistance would no doubt hurt US markets & business and may cause admin to fold. But does he expect them to not sign deals and endure severe economic hardship? Unlikely to happen...they all need the 10%
April 12, 2025 at 6:20 AM
What will Xi ask of Malaysia, Cambodia,Vietnam during visits this week? A China + ASEAN bloc of resistance would no doubt hurt US markets & business and may cause admin to fold. But does he expect them to not sign deals and endure severe economic hardship? Unlikely to happen...they all need the 10%