This session will explore global and Vietnamese economic prospects from the second half of 2025 into 2026, amid volatile monetary policy, geopolitical uncertainty, and restructured global supply chains.

The speaker will analyze major forces driving markets: from interest rate trajectories in major economies and intensifying trade tensions to technological competition and capital flow realignments.

Special focus will be placed on Vietnam’s use of fiscal and monetary tools and structural reform opportunities to pursue its ambitious GDP growth target of over 8%.

In stable conditions, “offensive” investing vehicles like stocks, real estate, commodities, crypto, and startups tend to attract attention. In times of uncertainty, however, investors often retreat into “defensive” positions, prioritizing safer assets like gold, government bonds, defensive stocks, and hedge funds.

But uncertainty can also bring opportunity. When markets drop sharply, some assets become much cheaper, giving investors with long-term vision and flexible strategies a chance to benefit.

As sectors, regions, and asset types move in different directions, investors need to stay alert and manage risk wisely.

This panel will explore key questions: Where are the real opportunities in today’s market? Which types of investments are more stable and reliable? And which industries might grow the most despite global challenges?

Rising income and asset growth are driving a transformation in investor behavior in Vietnam. According to McKinsey, when a country’s GDP per capita reaches around $11,000 to $12,000, it often triggers strong growth in the wealth management industry. Although Vietnam’s GDP per capita is currently about $4,700, the rapid rise of the middle class and wealthy individuals is setting the stage for a growing personal investment market, especially among ultra-high-net-worth individuals (UHNWIs).

According to Knight Frank’s The Wealth Report 2025, Vietnam now has more than 5,459 individuals with assets exceeding $10 million, ranking sixth in Southeast Asia. This cohort has grown at an annual rate of up to 18% in recent years, maintaining momentum even post-pandemic.

This session brings together leaders from family offices, financial advisors, and investment funds to examine the fast-growing wealth management landscape. Speakers will discuss trends in personalized investment strategies, multi-generational wealth preservation, and emerging opportunities for high-end financial services.