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Dear ,

Welcome back to those who had a bit of an extended holiday break! As you get fully settled back into your routine, now is the perfect time for our Members to take a few minutes and think about how you and your company can really take advantage of being part of AmCham. Have you and your colleagues joined one of our 13 committees? They are free, and it’s a perfect way to gain regular business insights into a particular sector, network with like-minded people, or become thought leaders and share your own expertise. I love our committee meetings because you find out the latest information about regulatory changes and interesting presentations that help provide you with new angles or perspectives. Our advocacy efforts are coordinated via our committees, so it’s the right platform to share if you are experiencing any challenges. Additionally, I would recommend that you spread the AmCham love – your HR Manager can join our HR Committee; your Finance Manager can join our Tax & Customs Committee, and so on. We want to make sure that your entire team has the latest information to help your business. If you’d like to join any of our committees (you can join

as many as you’d like), please email Ms. Lily Nguyen at lily.nguyen@amchamvietnam.com

Additionally, did you know we have a Membership Discount program? Save big on hotels, restaurants, and shopping! Click here to see our current offers. If you are a Member and would like to promote your services, please email Ms. Paisley at paisley.dang@amchamvietnam.com. Similarly, we have monthly networking events (our famous Connect & Cocktails), and we are always looking for sponsors for our lucky draws. If you have a special product or voucher that you’d like to showcase, please contact Mr. Minh Anh at minhanh.ha@amchamvietnam.com

Don’t forget that Members are entitled to three free banners for our weekly newsletter. Talk to Ms. Paisley at paisley.dang@amchamvietnam.com and she will give you all the relevant information.

Finally, don’t forget that AmCham is here to serve YOU. That means, if you have an idea for an event that you think would be useful to the business community, tell us! If you have some suggestions that would improve our services, let us know. And of course, if you are facing any difficulty in doing business in Vietnam, we want to hear. We love feedback, so don’t be shy.

I hope that you have a great week ahead, and I look forward to seeing you at the next AmCham

event.

Travis Mitchell

Executive Director

We thank all members who recently shared their valuable comments on draft legislation currently under discussion:

• AmCham has submitted its comments to the Ministry of Health, Ministry of Agriculture and Environment, Ministry of Industry and Trade, and Ministry of Justice regarding challenges and obstacles in implementation, along with proposed amendments to Decree No. 47 and Resolution No. 66.

Members are encouraged to bring forward any advocacy needs or related questions to the relevant Committees, or by email to advocacyaction@amchamvietnam.com.

Similarly, we invite members experiencing instances of administrative delays and challenges to share details via email to communications@amchamvietnam.com. We are compiling this information on behalf of our members.

Members are welcome to join, in-person or virtually:

• Logistics & Transportation Committee Meeting, March 3, 2026 – 9:00am - 10:00am
• Capital Markets and Financial Services Committee (CMFSC) Meeting, March 9, 2026 – 4:00 pm - 5:00 pm
• Education & Training Committee Meeting, March 11, 2026 – 9:00am - 10:00am
• Legal & VBF Liaison Committee Meeting, March 11, 2026 – 5:00 pm - 6:00 pm
• Tourism & Hospitality Committee Meeting, March 19, 2026 – 3:00pm - 4:00pm

[Nikkei Asia] Southeast Asian exporters recalibrate as US tariff turmoil clouds outlook. Businesses seek to de-risk while awaiting legal clarity from Washington

[The Business Times] Moody’s says Vietnam’s deficit to increase amid infrastructure splurge. Vietnam’s fiscal deficit and public debt are expected to increase as the country invests in large infrastructure projects, Moody’s Ratings said in a statement on Thursday.

[Nhan Dan] Vietnam remains bright spot for FDI inflows: Sputnik. The article said Viet Nam attracted its highest level of FDI over the past five years in 2025 and is expected to maintain its appeal in 2026 as international investors regard the country as one of the region’s most promising long-term investment destinations.

[VnEconomy] Vietnam’s business landscape in 2025. Rising numbers of newly-registered enterprises in 2025 were matched by overall optimism within the business environment while the growing number of companies seeking dissolution provides food for thought.

[Nhan Dan] Warehousing, semiconductors, and data centres — three driving forces of industrial real estate in 2026. Savills Viet Nam’s 2025 Industrial Real Estate Outlook indicates that the market is entering a period of pronounced structural shift in demand. Rather than the broad-based growth seen previously, demand is now driven by specific sectors, with increasingly stringent requirements regarding infrastructure, location, and operational capacity.

[Reuters] US tariff rate to hit 15% or more for some nations, Greer says. The U.S. tariff rate for some countries will rise to 15% or higher from the newly imposed 10%, U.S. Trade Representative Jamieson Greer said on Wednesday, without naming any specific trading partners or giving further details.

[Reuters] First Solar shares slump after weak sales forecast amid policy uncertainty. Shares of First Solar (FSLR.O), opens new tab slumped 12.8% to its lowest since September last year on Wednesday, after the company forecast annual sales below Wall Street expectations amid U.S. policy environment uncertainty and permitting delays under the Trump administration.

[Nikkei Asia] Vietnamese shoppers tighten their budgets despite strong GDP growth.  Motorbike sales and food delivery may be hit as consumers cut back or go into debt.

[VietnamNet Global] HCMC prioritizes metro projects linking to Long Thanh airport. Ho Chi Minh City has identified the Ben Thanh - Thu Thiem metro segment as an urgent project, ordering agencies to ensure construction begins before April 20.

The American Chamber of Commerce in Vietnam

in Ho Chi Minh City

New World Hotel Suite 323

76 Le Lai Street, District 1

Ho Chi Minh City, Vietnam

Phone: +84 28 3824 3562