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The Month Oil Picked Sides: Vietnam +4.8%, Australia +0.6%
WTI ran to A$145 on the Iran strikes and settled at A$102 on the ceasefire. Structure, not stock picking, decided who the round trip paid: Vietnam…
Jul 12
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Duy Mai
1
June 2026
Vietnam's AI Boom Runs on Power it Doesn't Have Yet
In Vietnam's AI build-out, the durable returns are in power, not chips, and Australia is selling the inputs instead of owning the assets.
Jun 29
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Duy Mai
2
May 2026
Sojitz, Hanwa, JX Metals, Marubeni, Mitsubishi
Five Japanese trading houses just took positions in Australian metals. Plus eleven frigates the other way. AUD 11.67 billion, signed in a fortnight.
May 17
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Duy Mai
3
What Japan PM Sanae Takaichi signed in Hanoi
Three days, six documents, AUD 7.6 billion a year. Tokyo has decided where its capital goes next.
May 4
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Duy Mai
3
2
1
April 2026
The Vietnam-Australia trade nobody is writing about
Vietnam joins the emerging market index on 21 September 2026. Australia's A$4.5 trillion super is already hunting offshore. These two stories should be…
Apr 20
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Duy Mai
3
1
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