Post by Mekong Partners

Our recent appearance on Vietnam Television highlighted how investors are recalibrating timelines in response to Vietnam’s regulatory shift. Insights shared by JETRO - Japan External Trade Organization, Dezan Shira & Associates, AHK Vietnam - Delegation of German Industry and Commerce in Vietnam, and Talway Việt Nam point to the same pattern across their portfolios. Japanese groups are reporting a sustained rise in compliance costs across Asia and are redirecting expansion toward markets where post‑audit rules reduce operational drag. German manufacturers tracking multi‑year capital cycles identify licensing timelines as the main variable affecting asset productivity. Advisory firms note a clear acceleration in deal execution since Q1 as uncertainty around conditional business lines narrows. Operators managing large footprints confirm that the reforms are already influencing site selection for projects above the USD 50M range, where administrative friction compounds quickly. EuroCham Vietnam’s latest sentiment index shows forward expectations improving because of regulatory adjustments rather than macro shifts. CCI France Vietnam - CCIFV members report shorter internal approval loops for Vietnam‑related investments as compliance assumptions become easier to model. Sourcing and supply‑chain operators are seeing the same adjustment. Buyers are tightening qualification cycles, shifting orders toward suppliers with stronger compliance maturity, and reallocating categories where regulatory clarity reduces execution risk. At Mekong Partners, several multinational groups have re‑activated their Vietnam‑based procurement programs after last year’s slowdown. Order visibility has improved as factories adapt to the new environment. The Sourcing Committee – CCI France Vietnam (CCIFV) is seeing the same trend in member discussions, with Vietnam regaining weight in regional sourcing strategies as predictability improves. Other major chambers monitoring FDI pipelines across Southeast Asia report similar reallocations of timelines, with Vietnam benefiting from reduced variance in execution. — 𝐅𝐨𝐥𝐥𝐨𝐰 𝐂𝐄𝐎 𝐌𝐢𝐜𝐤𝐚𝐞𝐥 𝐃𝐫𝐢𝐨𝐥: #MickaelDriol - https://lnkd.in/gzZs6nuZ 𝐌𝐞𝐤𝐨𝐧𝐠 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬: #MekongPartners - https://lnkd.in/gvKA_8B3