Try the Daily Briefing
Try the Daily Briefing for your country of choice for two weeks--free of charge and with no obligation.
Have a service or subscription question? We'd be happy to hear from you.
Intelligence for Better Decision Making
Erudite Risk takes an all risks approach to intelligence reporting. We categorize key intelligence into one of 40 different risk intelligence categories.
The goal is to provide intelligence that allows decision makers to avoid being blindsided by what they may have missed, while informing them to make better decisions as well.
Erudite Risk also includes operations categories so you can monitor the environment for better decision making. Everything is tied together--what happens in risk affects operations and what happens in the market impacts risk profiles.
We categorize key intelligence into one of 30 different operations intelligence categories.
Different roles and functions within the organization can monitor different key issue areas. HR may monitor employment, wages, regulations, labor and management relations, etc., while P&L leaders may monitor overall developing trends.
Abbott cùng FPT Long Châu triển khai hợp tác chiến lược toàn diện "Nâng cao chăm sóc sức khỏe Việt Nam"
Abbott and FPT Long Châu Launch Comprehensive Strategic Partnership to Enhance Healthcare in Vietnam
Bao Dien Tu | Local Language | News | Nov. 12, 2025 | UndeterminedBizdev-Partnering
Abbott and FPT Long Châu have launched a strategic partnership aimed at addressing the growing challenges of non-communicable diseases (NCDs) in Vietnam. The collaboration focuses on enhancing healthcare access and quality in critical areas such as cardiovascular health, women’s health, diabetes management, and influenza prevention. With over 24 million Vietnamese affected by NCDs and a large percentage undiagnosed or untreated, the partnership aims to alleviate pressure on the country's healthcare system amid rising urbanization and aging populations.
The agreement supports the Vietnamese Government’s Resolution 72 by promoting healthy lifestyles and improving access to healthcare services. Abbott and FPT Long Châu plan to leverage telemedicine, share scientific and educational resources, and build capacity among healthcare professionals. The partnership also includes developing remote consultation platforms and fostering medical knowledge exchange across the Asia-Pacific, while expanding clinical networks and the digital health ecosystem.
Abbott emphasizes its longstanding commitment in Vietnam, where it has operated for more than 30 years, providing diverse healthcare technologies including nutrition, diagnostics, medical devices, and pharmaceuticals. Both companies view this partnership as a significant step toward creating a proactive, accessible, and sustainable healthcare system in Vietnam during a pivotal phase of healthcare transformation.
'Phát triển tốt nhà xã hội là điểm cộng để địa phương thu hút đầu tư'
Good Development of Social Housing Is an Advantage for Localities to Attract Investment
VN Express | Local Language | News | Nov. 12, 2025 | UndeterminedReal Estate
The Central Executive Committee's draft Political Report aims to accelerate social housing and low-cost commercial housing development to meet the needs of urban residents, industrial workers, and disadvantaged groups. Delegate Nguyễn Hoàng Bảo Trân highlighted social housing as a foundation for equity and social stability. Despite significant investment, with over 132,600 social housing units built in the first nine months of 2025, supply remains insufficient in major urban centers where commercial housing prices are prohibitively high.
Challenges in developing social housing include land allocation bottlenecks, slow investment procedures, and limited financial mechanisms. Current regulations, such as reserving 20% of land in commercial projects for social housing, lack effective enforcement. Proposals to overcome these difficulties include proactive state land clearance, preferential land leasing, and infrastructure investment to reduce construction costs. Delegate Hà Sỹ Đồng suggested fast-tracking project approvals and allowing provincial authorities to appoint investors directly to speed up development.
Bac Ninh province's experience shows success through early land reservation and establishing dedicated task forces to expedite social housing projects, alongside implementing a "Green Lane" administrative process that cuts procedure times by up to 60%. Despite these efforts, preferential capital access for social housing remains limited and complicated. Suggestions include more flexible profit margins, mobilizing housing funds, and embracing public-private partnerships. Hà Sỹ Đồng also recommended creating a National Social Housing Development Fund to support financing.
Addressing the perception that social housing is only for the poor, delegates emphasized its role in supporting the young workforce, civil servants, and middle-income earners critical to economic growth. Stable worker housing is seen as essential for attracting and retaining investment, particularly from FDI enterprises, by ensuring labor availability. Expanding diverse housing options like long-term rentals and rent-to-own models, while simplifying policy access and loans, was advocated.
Finally, Delegate Trần Văn Tuấn proposed that the draft document include long-term strategies to develop a healthy real estate market and curtail land hoarding that exacerbates housing scarcity. He recommended extending responsibility for social and low-cost housing development beyond 2030 to 2035, with clear assignment of duties to localities.
Từ vĩ mô ổn định đến động lực đầu tư công: Thị trường chờ tín hiệu đảo chiều
From Macroeconomic Stability to Public Investment Dynamics: The Market Awaits a Reversal Signal
Bao Dien Tu | Local Language | News | Nov. 12, 2025 | UndeterminedEconomic Growth
Global stock markets experienced significant declines last week, with major indices in Asia and the U.S. falling sharply. The Nikkei dropped 4.1%, KOSPI declined 3.7%, and the Nasdaq saw its biggest fall since April at 3%, while the S&P 500 and Dow Jones each dropped over 1%. Technology stocks were particularly affected amid concerns over U.S. economic prospects due to a historic five-week federal government shutdown, which delayed key economic data and increased reliance on less reliable private-sector reports. Forecasts suggested the U.S. nonfarm sector would lose 60,000 jobs in October, with rising unemployment raising fears of growth slowdown.
In Vietnam, the VN-Index fell for the fourth consecutive week, marking the longest losing streak since August 2024. The index closed the first week of November at 1,599.1 points, down 2.5% from the previous week and over 11% lower from its recent peak. Despite broad market weakness, sectors such as food, insurance, and oil & gas saw gains, while retail, public investment, and fisheries faced heavy corrections. Market liquidity decreased by 5.8% from the prior week but remained significantly higher than the same period last year, signaling that cash remained active in the market despite the decline.
Vietnam’s economy maintained solid fundamentals, with nine-month GDP growth at 7.85% and expectations that Q4 growth surpass 8.4% to meet full-year targets. Public investment, however, lagged with only 51.7% of the planned capital disbursed after ten months, leaving over 400,000 billion dong unspent but expected to accelerate. Key national projects are slated to begin in early 2026, which should boost public investment spending and support stock market recovery within the 1,600–1,620 point zone.
The VN-Index’s steep recent decline reflects deeper corrections in sectors like securities, banking, and real estate, despite strong Q3 earnings. Excluding Vingroup, the index fell below 1,400 points, the rally’s starting zone, suggesting a re-accumulation phase fueled by domestic investors seeking value in finance, manufacturing, and export stocks. The 1,600-point level has served as a critical support tested multiple times, with technical indicators such as the MA100 supporting a potential short-term recovery, especially as Q4 earnings reports emerge and fund flows rebalance.
Market liquidity and capitalization in Vietnam have improved significantly, with average daily trading values nearing 30,000 billion dong, up over 42% compared to 2024. As of October 2025, total market capitalization across the HOSE, HNX, and UPCoM exchanges reached over 9.18 million billion dong, a 28% increase year-over-year and nearly 80% of the country’s 2024 GDP. The private sector dominates listed companies and trading activity. Profitability rates among listed firms remain high, with HNX companies reporting 90% profitability and UPCoM firms showing 80%, alongside substantial profit growth compared to the prior year.
Vietnam’s stock market infrastructure has stabilized and advanced, positioning the market for an anticipated upgrade from “frontier” to “secondary emerging” status by September 2026 according to FTSE Russell standards. Regulatory efforts continue focusing on legal framework improvements, corporate governance, investor restructuring, IT investment, enhanced transparency, and administrative reforms aimed at building a modern, efficient, and globally integrated market to attract sustainable capital inflows.
Try the Daily Briefing for your country of choice for two weeks--free of charge and with no obligation.
Have a service or subscription question? We'd be happy to hear from you.
info@eruditerisk.com
The Daily Briefing is delivered Monday through Thursday via email.
Each day's reports include a combination of:
Takes
Takes are our deep dives into a topic of enduring interest or concern. Takes include copious references to all the media resources we gathered to build them.
Developments
Developments are key issues and incidents being heavily reported on in country. These are the centers of local thought gravity around which everything else revolves.
Risk Media
Summaries and analysis of the most important risk issues reported on in media, arranged by risk category. Learn about risk trends and issues while they are developing--before they blow up.
Ops Media
Summaries and analysis of the most important operational issues reported on in media, arranged by operations category. See what's changing in your market, and what's not.
Government Releases
Government press and data releases on key economic data, regulation, law, intiatives, incidents. Straight from the government's press to your eyes in less than a day.
Embassy and Business Association Releases
Statements and news releases from foreign embassies and business/industry associations, including chambers of commerce.
The Daily Briefing can run 50-100 pages each day!
Luckily, Erudite Risk tailors every report specifically to you.
Content Filtering
We try hard to ensure that every piece of information included in each day's reports will be of interest to our readers.
To fulfill our goal of comprehensively monitoring the intelligence landscape and also keeping reports readable, we build big reports--then deliver only the information that applies to you.
Each Daily Briefing is a bespoke report matched to your concerns. Tell us what you want in it, or we can match it to your professional needs. It's that easy.