2026-01-05 00:24:42

The underlying logic behind the rising housing prices in Vietnam is actually not complicated — it is essentially a direct reflection of the global manufacturing industry chain restructuring.

In recent years, influenced by multiple factors, a large number of foreign enterprises have accelerated their shift from traditional production bases to Southeast Asia. Vietnam, with its geographical location, labor costs, and policy environment, has become an important destination. Major cities like Ho Chi Minh City, Hanoi, and Da Nang have become strategic hubs for different industries.

When foreign companies enter on a large scale, local population inflows, employment opportunities, and infrastructure demands all increase accordingly. This drives the demand for housing and commercial real estate. From an asset allocation perspective, the appreciation logic of Vietnam’s real estate is actually highly tied to the prosperity cycle of manufacturing — industry transfer brings population growth, and population growth pushes up housing prices.

In other words, Vietnam’s real estate is not just a simple real estate investment story, but a revaluation of assets under the global industrial division of labor. This trend will continue to influence the regional economic landscape in the short term.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

15 Likes

Reward
15
9
Repost
Share

Comment

0/400

SelfRugger

· 8h ago

Oh well, basically it's just industry shifting and real estate speculation. Vietnam is now the next sweatshop hub.

View OriginalReply0

MidnightTrader

· 18h ago

Basically, it's just shifting the industrial chain. Vietnam has become the new manufacturing hub, with housing following the industry to support livelihoods. I think this wave still has room to grow.

View OriginalReply0

NotGonnaMakeIt

· 01-05 02:07

Oh wow, this logic is all over the place, but can Vietnamese houses really withstand this wave?

View OriginalReply0

OldLeekNewSickle

· 01-05 00:54

Basically, it's a story about making a profit from the price difference: industry transfer → population influx → housing prices soar. The logical cycle is that simple. But what about when it comes to real investment? A risk reminder: this theory sounds perfect but is also the most likely to turn into a "harvesting the leek" mechanism. For reference only.

View OriginalReply0

BtcDailyResearcher

· 01-05 00:54

In simple terms, it's the rise in housing prices driven by the shift of the industrial chain, and the logic is very clear. Vietnam is the darling of the era, with low costs and good policies. Can capital not flow there? Wait, could this be another bubble? After all, such things are easy to overextend... Population inflow + employment opportunities make rising housing prices inevitable, but how sustainable it is depends on the momentum. The idea of investing in real estate along the industrial chain has indeed opened up, and it's much more reliable than pure speculation on housing. Ho Chi Minh City, Hanoi, and these cities are probably still on the rise, and there should still be room in the short term. The prosperity cycle of manufacturing is tied to housing prices. I understand this logic, but I'm just worried about what happens when the cycle reverses...

View OriginalReply0

MevShadowranger

· 01-05 00:53

In plain terms, the industrial transfer dividends have been absorbed by housing prices, and the Vietnamese people can only smile bitterly.

View OriginalReply0

ZeroRushCaptain

· 01-05 00:46

Oh no, here comes another routine of "industrial transfer = soaring housing prices." I've seen this plot too many times, and the result is always the same—those trying to buy the dip get cut off, and those chasing the highs get trapped deep.

View OriginalReply0

DeFi_Dad_Jokes

· 01-05 00:43

Basically, it's about shifting the industry chain's position, and housing prices follow the water and flow downward.

View OriginalReply0

LiquidatedNotStirred

· 01-05 00:29

Looking at Vietnam's housing prices soaring, it’s really the same old industry chain logic... Manufacturing moves, people follow, and houses become valuable—simple and straightforward. Wait, if we follow this logic, when will those second- and third-tier cities explode... Basically, riding the coattails of industrial transfer, Vietnam just bet on the right direction. But how long this can last is really hard to say; manufacturing isn’t indispensable to you. Once the industry chain shifts, won’t housing prices also have to fall... that’s the most heartbreaking part. Vietnam now is like the Pearl River Delta over a decade ago—hot money flooding in definitely pushes up housing prices, but the real issue is when the bubble will burst.

View OriginalReply0