越南央行：9月通胀5.08%超目标但仍受控 银行酝酿70亿美元募资潮
越南国家银行副行长Pham Thanh Ha 10月7日表示，越南9月年通胀率升至5.08%，高于8月的4.89%，也高于全年4.5%的目标，给今年剩余时间的货币政策管理带来压力，但物价总体仍在受控范围内。路透社当日报道了这一表态。
通胀的主要推手是进口燃料价格：受伊朗战争影响，高度依赖出口与能源进口的越南感受到输入性涨价。Pham Thanh Ha同时披露，越南银行业总贷款较去年底已增长11.59%。
同一天路透社的另一篇分析指出，越南银行业正计划近70亿美元的股票发行，以满足快速增长经济的资本需求，这可能是越南有史以来最大的一波银行募资。越南经济上季度增速接近10%，外资持股上限、离岸借款额度等管制近期有所松动，三家本地银行已获准把外资持股上限提高到49%。
一边是央行守通胀，一边是银行扩资本，两幅画面拼出越南当下的经济状态：增长跑得快，钱与物价都在追赶。对在越做生意的人来说，贷款更好拿了，但成本与汇率的心要操得更多。
Vietnam Central Bank Says Inflation Above Target but Under Control as Banks Plan $7 Billion in Share Sales
The rise in annual inflation to 5.08 percent in September, from 4.89 percent in August, has put pressure on Vietnam's monetary policy management for the rest of the year, but prices remain under control, central bank deputy governor Pham Thanh Ha said on October 7, according to Reuters. The year's inflation target is 4.5 percent.
Higher prices for imported fuels, driven by the Iran war, are a key factor for export-reliant Vietnam. Ha also said banks' total lending had risen 11.59 percent from the end of last year.
A separate Reuters analysis the same day reported that Vietnamese banks are planning nearly $7 billion in share sales, likely the country's largest-ever wave of lender capital raisings, as a fast-growing economy fuels demand for capital. Foreign ownership rules have been eased in recent months, offshore borrowing ceilings raised, and three local lenders allowed to lift foreign ownership limits to 49 percent.
The central bank guarding inflation while banks expand capital captures Vietnam's current economic condition: growth is running fast, and money and prices are chasing it. For businesses in Vietnam, credit is becoming easier to obtain, though costs and currency movements demand closer attention.
图片来源：河内还剑湖畔建筑实景，摄影：Gary Todd，CC0，来源：Wikimedia Commons（File:Building Near Hoan Kiem Lake (9753177971).jpg）
