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Dragon Capital says Vietnam's macro indicators remained broadly positive through the first four months of 2025, with trade and FDI performing well. The domestic stock market fell sharply after US reciprocal tariffs of up to 46% on some Vietnamese exports, then partly recovered.
The VND/USD rate rose 1.6% to 25,980 in April amid capital flow concerns.
Tariff exposure on Vietnamese exports affects demand for feed-linked products and the currency outlook that drives import costs. The dong's modest depreciation adds to the cost of imported feed.
theinvestor.vnDragon Capital analystsMay 15, 2025Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
