Core Insights - Vietnam's agricultural, forestry, and fishery exports are projected to reach $6.35 billion in September 2025, marking an 11.8% increase compared to the same month in 2024 [1] - For the first nine months of 2025, total exports in this sector amounted to $52.31 billion, reflecting a 14% year-on-year growth, with a trade surplus of $15.93 billion, up 17.6% from the previous year [1] Export Performance by Product Category - Agricultural product exports reached $28.51 billion, growing by 16.8% [1] - Livestock product exports totaled $447.5 million, increasing by 18.6% [1] - Fishery exports were valued at $8.12 billion, up 12.3% [1] - Forestry product exports amounted to $13.41 billion, growing by 7.4% [1] Export Markets - Asia remains the largest export market for Vietnam's agricultural products, accounting for 43.9% of total exports [1] - The Americas and Europe follow, representing 23% and 14.2% respectively, while Africa and Oceania contribute smaller shares of 3% and 1.3% [1] - Year-on-year growth in exports to Asia was 4.1%, to the Americas 11.4%, to Europe 40.6%, to Africa 91.6%, and to Oceania 6.5% [1] Notable Product Highlights - Coffee exports surged to $6.98 billion, a significant increase of 61.4%, driven by a 45.3% rise in average export price to $5,658 per ton [2] - Pepper and cashew exports also saw substantial growth, with increases of 28.7% and 18.9% respectively [2] - Conversely, rice exports fell by 18.5% to $3.55 billion, despite stable export volume of approximately 7 million tons, with an average price drop of 18.6% to $509 per ton [2] - Tea was the only product to experience declines in both export volume and value, with a volume of 11,000 tons (down 10.4%) and an export value of $1.97 million (down 10.9%) [2]

Core Insights - Hainan is transforming its open advantages into new productive forces through the development of the Hainan Free Trade Port, particularly in the Haikou Revival City Internet Information Industry Park, which is referred to as the "Digital Port" [1][3] Group 1: Data and Trade - The Haikou Revival City Internet Information Industry Park facilitates rapid data queries for international trade, with a query occurring every 10 seconds and a new small business applying for a Dun & Bradstreet code every 10 minutes [3] - Since becoming the first company in Hainan to pass data export security assessments at the end of 2023, Dun & Bradstreet has processed over 150,000 enterprise code applications, enhancing the ability of various sectors, including pharmaceuticals and automotive, to integrate into global supply chains [3][4] Group 2: Cross-Border E-commerce - The Hainan Hello Media Technology Group has signed over 1,000 overseas live-streaming influencers across more than 30 countries, achieving a monthly cross-border sales peak of 3.47 million yuan, with popular products including toys and pepper [4][6] - A Nigerian influencer reported daily sales reaching nearly 10,000 yuan, showcasing the potential of cross-border e-commerce in the region [4][6] Group 3: Economic Growth and Infrastructure - The Haikou Revival City Internet Information Industry Park has attracted over 8,000 companies, including Alibaba, JD, and Tesla, with projected revenues exceeding 160 billion yuan in 2024 [6] - Hainan's digital trade reached 13.53 billion yuan from January to July 2025, with exports accounting for 8.53 billion yuan, reflecting a year-on-year growth of 5.5% [6]

Core Insights - The visit of Vietnam's National Assembly Chairman, Vuong Dinh Hue, to Malaysia during the 46th ASEAN Inter-Parliamentary Assembly (AIPA-46) signifies a commitment to strengthen the friendly relations and comprehensive strategic partnership between the two countries [1] Trade Relations - Malaysia is Vietnam's third-largest trading partner within ASEAN and the ninth-largest globally [1] - As of July 2025, the bilateral trade volume between Vietnam and Malaysia reached $9.23 billion, reflecting an 8% increase compared to the same period in 2024 [1] - Vietnam primarily exports computers, electronic products and components, oil, coffee, pepper, steel products, and rubber to Malaysia [1] - The main imports from Malaysia include computers and components, oil, and machinery [1] Investment Landscape - Malaysia ranks as the third-largest investor in Vietnam within ASEAN and tenth among all countries and regions investing in Vietnam, with 731 effective investment projects and a total registered capital of approximately $13 billion [1]

Group 1 - A batch of 13.1 tons of cardamom from Indonesia has been shipped to Yulin Fuda International Spice Logistics Port after inspection by Qinzhou Customs, indicating the growing integration of the spice industry in Guangxi with ASEAN markets [1] - The logistics system at Qinzhou Port has been improving, facilitating the rapid distribution of spices like cardamom, clove, and cassia from Indonesia and Guangxi to various countries, forming a robust supply chain [1] - Yulin Fuda International Spice Logistics Port is the largest primary spice wholesale market in China, gathering over 160 types of commonly used spices and creating a comprehensive platform for trading, warehousing, logistics, and research [1] Group 2 - To promote the import of "food and medicinal" products, Nanning Customs has innovated a new customs clearance model, significantly reducing the overall clearance time by about 50% and saving logistics costs for enterprises [2] - Since the pilot program began in October 2021, the number of "food and medicinal" products allowed for import at Guangxi ports has reached 58, enhancing the efficiency of the spice processing industry [2] - The new customs clearance model has been recognized by the General Administration of Customs, allowing enterprises in several free trade zones to directly declare goods upon arrival without needing an import drug clearance certificate [2] Group 3 - Qinzhou Customs has established a special task force to streamline the customs process for "food and medicinal" enterprises, reducing the approval levels from six to three and cutting review time from five working days to one [3] - The customs has implemented measures such as dedicated inspection platforms and increased manpower and equipment, improving on-site supervision efficiency by over 30% [3] - From January to July this year, Guangxi's spice import and export reached 1.44 billion yuan, marking a year-on-year growth of 22.8% [3]

Core Insights - Vietnam's pepper exports have seen a significant decline in quantity to the United States, with a 24% decrease year-on-year in the first seven months of 2025 [2] Export Performance - In the first seven months of 2025, Vietnam exported 145,300 tons of pepper, generating $991 million in revenue, with a year-on-year decrease in quantity of 11.6% but an increase in revenue of 29.9% [2] - The United States, Germany, and India are the top three markets for Vietnamese pepper, accounting for 26%, 8.9%, and 7.3% of total exports, respectively [2] Market Dynamics - In the first seven months, Vietnam's pepper exports to the U.S. totaled nearly 33,000 tons, marking a 24% decline compared to the previous year [2] - In the first half of August 2025, Vietnamese companies exported approximately 11,000 tons of pepper, with a revenue of $71.8 million, reflecting a 0.2% decrease in quantity from July but a 2.1% increase in revenue due to rising export prices [2] - Despite the significant drop in U.S. imports from Vietnam, the country remains the largest supplier of pepper to the U.S., accounting for 64.4% of total U.S. pepper imports [2]

Group 1 - The core idea emphasizes the importance of dietary adjustments in autumn for health, focusing on "reducing spicy foods and increasing sour foods" to align with seasonal changes and prepare for winter health [1][2]. Group 2 - "Reduce spicy" suggests minimizing the intake of spicy and stimulating foods to avoid damaging lung yin, particularly during the dry autumn season [1]. - Recommended foods to avoid include chili peppers, peppercorns, ginger, garlic, onions, and black pepper, as excessive consumption can lead to symptoms like sore throat, mouth sores, and constipation [1]. Group 3 - "Increase sour" encourages the consumption of sour foods to help gather lung qi and relieve thirst [2]. - Suggested foods include pears, sour plums, hawthorn, grapes, and pomegranates, which can help alleviate symptoms associated with lung dryness such as dry mouth, dry nose, and dry skin [2]. Group 4 - Additional recommended foods for nourishment include tremella, lily, and lotus root, which are beneficial for lung health [3].

Core Insights - Cambodia's agricultural exports reached $2.42 billion in the first seven months of the year, marking a 7.5% increase compared to $2.26 billion in the same period last year [2] Agricultural Export Performance - Cashew exports surged approximately 59%, rising from $490 million to $770 million [2] - Corn exports reached $16.66 million, reflecting a year-on-year growth of 52.6% [2] - Banana exports totaled $100 million, with a year-on-year increase of 24.6% [2] - Rice exports amounted to $310 million, showing an 11.6% year-on-year growth [2] - Longan exports were valued at $24.43 million, up 10.2% year-on-year [2] - Mango exports remained relatively stable at $100 million, with a slight increase of 0.3% year-on-year [2] Decline in Certain Exports - Rice exports experienced a decline of 16.8%, totaling $610 million [2] - Pepper exports fell by 14%, amounting to $23.48 million [2] - Cassava exports decreased by 9.8%, reaching $470 million [2] Key Markets - Cambodia's primary agricultural export markets include China, ASEAN countries, and EU nations [2]

Core Insights - Cambodia's agricultural exports reached $2.42 billion in the first seven months of the year, a 7.5% increase compared to $2.26 billion in the same period last year [1] Export Performance - Key agricultural products exported include rice, bananas, cashews, mangoes, cassava, longan, pepper, and corn [1] - Significant increases in export values were noted for several products: - Cashew exports rose from $490 million to $770 million, a growth of approximately 59% [1] - Corn exports reached $16.66 million, up 52.6% year-on-year [1] - Banana exports totaled $100 million, reflecting a 24.6% increase [1] - Rice exports amounted to $310 million, a year-on-year growth of 11.6% [1] - Longan exports were $24.43 million, up 10.2% [1] - Mango exports were $100 million, showing a slight increase of 0.3% [1] Declining Exports - Some agricultural products experienced a decline in export values: - Rice exports were $610 million, down 16.8% year-on-year [1] - Pepper exports totaled $2.348 million, a decrease of 14% [1] - Cassava exports were $470 million, down 9.8% [1] Major Markets - Cambodia's primary agricultural export markets include China, ASEAN countries, and EU nations [1]

Group 1: Manufacturing Sector - The PMI for Vietnam in July reached 52.4, marking the first time in four months it surpassed the 50-point threshold, indicating expansion in the manufacturing sector [1] - New orders in Vietnam have rebounded, achieving the fastest growth since November 2024 [1] Group 2: Wood and Wood Products Industry - As of the end of July, Vietnam's wood and wood products export total reached $9.6 billion, reflecting a year-on-year increase of 7.9% [1] - The wood industry is projected to export approximately $7 billion in the last five months of the year, leading to an estimated total export of $17 billion for the year [1] Group 3: Agricultural and Seafood Sector - The agricultural and seafood sectors are also showing resilience, with the Fucim Group reporting an export value of approximately $30.5 million for the fiscal year 2024-2025, a nearly 25% increase [1] - Key products like pepper and coffee have seen significant price increases, contributing to the overall growth [1] Group 4: Seafood Export Performance - Vietnam's seafood export value reached $6.22 billion in the first seven months of the year, representing a growth of 17.2% [2] - The U.S. market for Vietnamese seafood grew by 10.4%, while the Chinese market saw a remarkable increase of 42.6%, reaching $1.33 billion [2] - Increased imports from China have provided opportunities for Vietnamese companies ahead of the U.S. implementing reciprocal tariff policies [2]

Group 1 - The signing of the India-UK Free Trade Agreement (FTA) is a significant milestone, witnessed by Indian Prime Minister Modi and UK Prime Minister Starmer in London [1][3] - The FTA is described as the largest agreement for the UK post-Brexit and one of the most important agreements for India in recent years [3] - The agreement will eliminate tariffs on 95% of Indian agricultural products and food items, such as turmeric, pepper, and cardamom, thereby increasing the income of Indian farmers [3] Group 2 - The UK government stated that the average tariff rate imposed by India on UK goods will decrease from 15% to 3% [3] - Under the agreement, 90% of UK goods exported to India will see a reduction in tariff rates, with 85% of goods achieving zero tariffs within 10 years [3] - Additionally, 99% of Indian goods exported to the UK will benefit from zero tariffs [3]