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The Vietnam Strategic Insight Research

Decoding Vietnam's Shadow Market.

Executive wisdom and surgical insights. No raw data.

Market Intelligence Reports

Gaming

Apr 09, 2026

Vietnam Mobile Gaming 2026: The Next ARPU Frontier

Mid-core transition and LTV optimization across the top 5 publishers — direct payment gateways lift net ARPU by 22%.

$2,500View Insight

E-Commerce

Apr 05, 2026

Shadow Logistics: The Unseen Last-Mile Network

Informal supply chains carry 40% of inter-province delivery. Decentralized hubs cut last-mile cost 22%.

$1,800View Insight

Macro Economy

Mar 28, 2026

Vietnam FDI 2026: The Tier-2 City Capital Pivot

Foreign capital is rerouting from HCMC to Bình Dương / Đà Nẵng. Compounding land yields up 14%.

$3,200View Insight

Entertainment

Mar 22, 2026

The Streaming Wars: Vietnam's $1.5B OTT Showdown

Local SVOD wins churn against Netflix; bundling with telcos wins the ARPU war.

$2,100View Insight

E-Commerce

Mar 14, 2026

Shadow Payment Rails: How Top Sellers Bypass Fees

Direct-billing rails lift net margin 11pp for the top 100 e-commerce sellers — a regulatory tightrope.

$2,400View Insight

Gaming

Mar 02, 2026

KOL Economics in Mobile Gaming UA

Micro-KOL networks cost 38% less than TikTok Ads at equivalent install volume. The map of who matters.

$1,900View Insight
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