Vietnam Exports YoY YTD
Trade & External · Monthly series · VNEXP
Latest, October 2026
27.9%
+3.13pp from September 2026
Forecast
Forecast for October 2027: 25.0%, with an 80% interval of 13.3% to 41.3%.
| Period | Forecast | 80% low | 80% high |
|---|---|---|---|
| November 2026 | 29.0% | 27.0% | 31.0% |
| December 2026 | 29.6% | 27.5% | 31.9% |
| January 2027 | 35.7% | 15.7% | 61.8% |
| February 2027 | 36.0% | 21.9% | 56.1% |
| March 2027 | 31.9% | 21.0% | 46.9% |
| April 2027 | 30.5% | 16.0% | 50.8% |
| May 2027 | 29.0% | 16.2% | 47.1% |
| June 2027 | 28.3% | 13.1% | 49.9% |
| July 2027 | 28.7% | 13.8% | 51.0% |
| August 2027 | 26.8% | 14.3% | 44.9% |
| September 2027 | 26.6% | 14.5% | 43.6% |
| October 2027 | 25.0% | 13.3% | 41.3% |
AI confidence
Not evaluatedThe serving model has no matching evaluation yet.
Model: TiRex (foundation model)
- This forecast used TiRex (foundation model) as a fallback. Its evaluation must match that producer.
How this assessment is made
AI confidence describes historical evidence for this forecast, not a probability of being correct. Each backtest fits on data available before its test window. The baseline carries the last value forward. Supported evidence requires at least six complete, non-overlapping tests, an error ratio below 0.90 (rounded to two decimals), and wins in a majority of tests. Ratios from 0.90 to below 1.10 are on par; 1.10 or above is weak evidence. Inconsistent wins produce mixed evidence. For a selected model, only the recent tests excluded from model selection determine this label. These are historical simulations using the available data, not a live trading track record; revisions and foundation-model pretraining can limit how closely they reproduce a past decision. Past performance can change.
Commentary
Exports YoY YTD to rise to +29.56% by Dec 2026, peaking at +35.99% in Feb 2027.
Near-term: forecast +29.02% Nov and +29.56% Dec versus Oct +27.89%, driven by electronics FDI and Samsung's $1.5bn chip testing plan.
Medium-term: forecast peak +35.99% Feb 2027, supported by strong US and China electronics demand and front-loading into global supply chains.
Later: forecast easing to +24.96% Oct 2027 with wide uncertainty, exposed by large electronics import dependence and trade deficits with China.
Recent history (24 observations)
| Period | Value |
|---|---|
| October 2026 | 27.9% |
| September 2026 | 24.8% |
| August 2026 | 22.7% |
| July 2026 | 22.1% |
| June 2026 | 21.5% |
| May 2026 | 19.9% |
| April 2026 | 20.3% |
| March 2026 | 19.4% |
| February 2026 | 18.7% |
| January 2026 | 30.2% |
| December 2025 | 17.4% |
| November 2025 | 16.7% |
| October 2025 | 16.8% |
| September 2025 | 16.7% |
| August 2025 | 15.6% |
| July 2025 | 15.7% |
| June 2025 | 15.5% |
| May 2025 | 15.1% |
| April 2025 | 13.1% |
| March 2025 | 10.7% |
| February 2025 | 8.5% |
| January 2025 | -4.0% |
| December 2024 | 14.1% |
| November 2024 | 14.2% |
Source
Data: ECONOMICS feed via TradingView.
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