Vietnam Finance Watch: Vietnam’s Ministry of Finance is considering its first U.S.-dollar sovereign bond sale in 12 years, with discussions reportedly including 10-year notes of $500m–$1bn and coupons around ~7%, aimed at infrastructure and other projects as global rates stay high. Infrastructure & Trade: UK Export Finance plans up to $2.5bn financing to extend Ho Chi Minh City’s metro line to Long Thanh International Airport, underlining how external capital is backing Vietnam’s transport buildout. Green Transition: Vietnam is set to lift rooftop solar resale limits to 50%, boosting incentives for households and firms to feed power back to the grid. Regional Connectivity: China opened the Pinglu Canal, cutting shipping distances between its southwest and Southeast Asia and starting new routes linking Nanning with Vietnam’s Can Tho. Business Climate: Haiphong is stepping up support for foreign-invested enterprises, with tax and policy focus tied to higher growth targets for 2026–2030. Commodities: Coffee prices eased as improved weather in Brazil and Vietnam supported crop prospects, while Vietnam’s coffee output outlook remains in focus. Policy & Markets: A Peterson Institute report says U.S. tariffs have not meaningfully reduced reliance on Chinese goods once indirect imports are counted, with Vietnam flagged as a value-added connector.