Gold falls by 1 million VND, US–Iran nuclear talks show progress, Israel claims 75% control of Gaza. Full market and geopolitical update for May 26, 2025.
May 26 brought significant developments across geopolitics, trade, and the financial markets. From easing tensions in the Middle East to shifting fiscal policy at home, here’s what investors need to know:
1. French President Visits Vietnam
Vietnamese President Luong Cuong hosted French President Emmanuel Macron in Hanoi.
The visit focused on expanding strategic cooperation in energy, education, and technology transfer.
Impact: Strengthens bilateral investment, green transition cooperation, and supply chain resilience between Vietnam and the EU.
2. US–Iran Nuclear Talks Make Unexpected Progress
The US government confirmed that recent nuclear talks with Iran “went very well.”
This marks a turning point after months of stalled dialogue.
Impact: Reduces short-term oil supply risk, easing energy market pressure and weighing slightly on gold demand.
3. Israel Claims 75% Control of Gaza
The Israeli military announced it had secured 75% of the Gaza Strip after two months of intense operations.
Fighting continues, but Israel asserts operational dominance.
Impact: Risks remain for escalation, but markets are reacting neutrally as the conflict is seen as contained.
4. North Korea Detains Three Officials Over Naval Incident
Following the recent sinking of a naval vessel, North Korea detained three high-ranking officials for negligence.
The move indicates tighter military discipline in Pyongyang.
Impact: No immediate market impact, but traders should monitor developments on the Korean Peninsula.
5. Trump: “America Needs to Produce Chips, Not Shoes”
Former President Donald Trump reiterated his stance on reshoring US manufacturing, emphasizing semiconductor production over low-cost goods like apparel.
Impact: Highlights potential for renewed support for domestic tech and chip sectors if Trump returns to office.
6. Gold Falls Sharply, USD and Euro Rise
Vietnam’s domestic gold price dropped by over 1 million VND per tael.
Global gold prices retreated from a two-week high as US delayed tariff increases on EU imports.
Both the USD and EUR strengthened, with reduced trade tension fueling currency momentum.
Impact: Short-term pressure on gold. Traders are advised to avoid chasing price spikes.
7. Mixed Performance in Global Markets
The MXV-Index in Vietnam closed slightly higher, though many commodities remained under pressure.
Oil prices dipped following positive Iran talks.
Industrial metals like copper and silver fell on weak demand.
Impact: Lacks strong upside drivers. Caution is advised for short-term commodity trades.
8. Vietnam’s Economy: Tax Reform and Tech Industry Acceleration
Over 60,000 Vietnamese household businesses are transitioning to a fixed-tax model under a national reform campaign.
Meanwhile, the country’s semiconductor strategy is ramping up with a focus on digital-era self-reliance.
Impact: Long-term positive signals for tech, digital infrastructure, and SME development. Investors may monitor related stocks for momentum.
Daily Summary – May 26, 2025
| Sector | Key Events | Investor Takeaways |
|---|---|---|
| Geopolitics | US–Iran easing, Gaza remains unstable | Watch oil and gold; defensive positioning wise |
| Gold & Currencies | Gold down, USD and EUR up | Avoid aggressive gold entries; monitor forex |
| Commodities | Oil, metals under pressure | Stay liquid; avoid directionless commodity trades |
| Vietnam Economy | Tax reform and semiconductor momentum | Positive long-term for tech, logistics, SMEs |
Strategic Recommendations
Trade defensively; avoid high-volatility assets without a clear catalyst.
Monitor shifts in global trade policy involving the US, China, and EU.
Watch for escalation risks in the Middle East and East Asia.
Position selectively in Vietnam’s digital and industrial sectors for long-term growth.
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