One Year after Resolution 68: Identifying the Bottleneck Hindering the Private Economic Sector in the Region
Vietstock Kinh te vi mo • 05/14/2026
Positive
Summary
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Resolution 68 has generated high expectations for the private sector, but in reality, after one year, a significant gap remains between policy and implementation. Notably, this gap is even larger for small and medium-sized enterprises, household businesses, and the informal sector.
AI quick analysis
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1) Background & Analysis Scope
- Resolution 68 has created high expectations for the private sector.
- Evaluation of the effectiveness of implementation after one year.
- Impact on small businesses, household businesses, and the informal sector.
- 2) Mechanism of Action:
- Increased expectations after Resolution 68 → Capital flows into private enterprises → Valuation/margin increase.
- The degree of surprise in reality after one year: Resolution 68 created high expectations, but reality still has a long way to go, indicating that there may be many challenges to be addressed.
- 3) Benefiting or Pressured Industry/Stocks:
- Bullish:
- Large private sector companies with the ability to adapt and capitalize on opportunities from Resolution 68.
- Bearish:
- Small businesses, household businesses, and the informal sector, which may face difficulties in implementing regulations and capitalizing on opportunities from Resolution 68.
4) Risks to Watch
- Risk of ineffective implementation of Resolution 68.
- Risk of negative impact on small businesses, household businesses, and the informal sector.
- 5) Short-term Timeframe:
- The implementation process of Resolution 68 will continue in the short term.
- Close attention should be paid to the situation and impact on private sector companies.
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Source excerpt
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Resolution 68 has created a large wave of expectations for the private sector. However, the reality after one year shows that the gap between the policy and implementation is still considerable, particularly for small and medium-sized enterprises, household businesses and the informal sector.