20
February
Bullish momentum has been improved as well as the medium-term trend is still supported. In this case, investors should continue to hold the current positions on leading stocks and position size should be closed by half when the 1,470 pts zone is pierced.
14
February
The VNIndex needs clearly bullish signals to confirm the uptrend because of low trading value and volume.
06
February
Although the bullish momentum is not improved, the medium-term trend is still supported. In this case, investors should continue to hold the current positions on leading stocks and position size should be closed by half when the 1,420 pts zone is pierced.
24
January
Traders should be careful and wait for the next signal in this situation. Besides, they should reduce long positions and stay on the sidelines.
17
January
Although the bullish momentum is not stable at all-time high zone, the medium-term trend is still supported. In this case, investors should continue to hold the current positions on leading stocks and position size should be closed by half when the 1,420 pts zone is pierced.
03
January
Although the all-time high is held, breakout has high probability to occur. In this case, investors should continue to hold the current positions on leading stocks and increase the position size when breakout is confirmed.
27
December
Traders should stay on the lineside. They should open long positions in the short term if the VNIndex breakout the 1,500-pts threshold. However, the contraction is the opportunity to accumulate stocks for long-term positions at significant supports.
19
December
Although volatility level is increasine, we are still in the medium-term uptrend. In this case, investors should continue to hold the current positions on leading stocks. On the contrary, positions should be closed by half if the 1,400 pts area is pierced.
13
December
Traders should wait for more confirmation signals, bullish signals. Until their appearance, they should stay on the sidelines. For long-term positions, the contraction is the opportunity to accumulate stocks for long-term positions at significant supports such as the 1,400-pts threshold.
15
March
Regarding the impact of the global commodity price surge on Vietnam CPI, we estimate that the current value of Brent price could push 2022 inflation to exceed the government target of 4%, mainly through the consumption channel. However, implementing well-established tools allows the Vietnam government to mitigate external shocks proactively. To sum up, we forecast that the global commodity surge would create temporary pressure on Vietnam inflation.
27
December
Key factors that drive the stock market to rise in 2022 include: (1) the Vietnam economy recovering and strong growth in 2022 and (2) new money will continue to flow into the stock market as new cash flows into stock markets and new money comes from capital flows of securities companies to margin.
09
November
A record plunge in Vietnam’s economy in 3Q21 has threatened economic prospects in the medium and long term growth. The government is standing in a right place to mitigate the lingering impact of the current outbreak and the next ones if they take appropriate actions in an appropriate timing and appropriate way. Recent macro and policy developments are signaling that the ongoing economic recovery would be smooth and sound, but it needs a booster shot, a sufficiently large fiscal relief package, to accelerate recovery momentum and help economic growth back on track. From our view, the “Economic Recovery and Development” fiscal support package, if successfully passed, would be a key to unlocking the full potential of the economic recovery.
26
July
Amid a widespread COVID-19 delta attack in the Southeast Asia region, Vietnam is stepping into the worst outbreak in both its health and economic impacts. Although the government actively deployed various solutions to follow the twin target that effectively controls the pandemic and promotes socio-economic development, the negative impact of economic recovery is inevitable. We predict that the COVID-19 economic impacts on domestic consumption and production levels would be partly reflected in oncoming macroeconomic updates under strict lockdowns nationwide.
18
June
Surging commodity prices and increasing inflation recently pose a considerable risk to global economic stability. However, the majority of global economists and monetary policymakers just saw this phenomenon as a transitory factor, and this trend would eventually reverse to a normal track in the medium- and long- term. Regarding Vietnam's situation, we saw a stable demand-supply balance in major commodities and well-controlled price conditions. The inflation shock in the near term, if it happens, would be expected to be transient and bear a little risk to the economic stability.
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