Domestic News • TCEX completed its charter capital increase to 10,000 billion VND in November, with TCBS holding an 11% stake. The company is preparing to participate in the pilot program for the digital asset market in Vietnam. International News • The yield on the 10-year US Treasury note briefly surpassed 5% during the November 10 session before easing slightly below this threshold. At the close, the yield rose by more than 12 basis points to approximately 4.985%. • Nvidia shares dropped over 9% in after-hours trading on November 12, following reports that the board of directors may hold a meeting to discuss the future of CEO Jensen Huang regarding allegations concerning a romantic relationship with a woman suspected of being a Chinese spy. • Middle East conflicts and disruptions to shipping through the Strait of Hormuz could cause GCC countries to lose 790 billion USD in economic output between 2026 and 2030, equivalent to 5.9% of GDP compared to pre-conflict projections. • Foreign investors net sold 49.77 billion USD worth of equities across seven Asian markets in October, marking the largest capital outflow since June. The trend continued into November, with 22.6 billion USD net withdrawn. #VNMarketIntelligence #MorningBrief #TCX #TCEX #JensenHuang - @vnmarketintel