Vietnam Outlook – September 2026 – Inflationary pressures re-emerged
Posted: Sep 17, 2026
- Exports sustained robust growth, expanding 26% yoy in August and 22.4% yoy in 8M2026. The trade deficit in August narrowed sharply to USD 0.12 billion, well below the ~USD 2.7 billion monthly average in the first seven months of the year.
- Inflation re-accelerated in August, rising by 4.89% yoy – the highest level in the past three months – under pressure from elevated oil prices.
- We forecast Q3/2026 GDP growth at 8.7 – 9% on the back of robust industrial production and accelerated public investment disbursement.
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