FDI Overhaul: Vietnam’s Politburo issued Resolution 10-NQ/TW (May 19, 2026) to shift FDI from broad attraction to selective, quality-first projects, prioritising technology transfer, supply-chain participation and value creation, with focus areas like electronics/semiconductors, AI and digital, and green transition. HCMC Development Push: A separate Politburo resolution (Resolution 09-NQ/TW) sets directions for Ho Chi Minh City’s “new era” growth, aligning central and local execution. China–Vietnam Trade: Chinese Premier Li Qiang pledged to expand and upgrade bilateral trade and cooperation, including energy/minerals, digital economy, AI and finance. Logistics Momentum: Vietnam’s logistics role is rising as manufacturing expands; Vietnam-based IILS signed an MoU with Hong Kong freight and logistics to boost standards, training and business links. Power & Services: PV Power Services and Soosan agreed to expand technical maintenance/repair/overhaul services for Vietnam’s power plants, including nuclear-related training. Agri Exports: Vietnam rice exports hit about 4.5m tons in the first five months, earning $2.09b, with the Philippines the biggest buyer. Industry Signals: Mechanical engineering drove Ho Chi Minh City’s Q1 growth; clinker/cement exports rose YoY in May despite monthly softness.