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09
April
Market commentary: Cash flows into GAS
The market sentiment has become optimistic as the short-term uptrend is confirmed. Therefore, traders can increase long positions and focus on leading stocks at these sessions.
Research Center
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08
April
Market commentary: POW limited up
Technical speaking, the short-term uptrend is confirmed as the VN-Index closes above the short-term moving average. Therefore, traders can increase long positions and focus on leading stocks at these sessions.
07
April
Market commentary: Consumer Staples in the spotlight
In the short term, the bullish market is dominant as the VN-Index closes above the short-term moving average. However, the index will retest the significant resistance at 740-750 pts so contraction may be formed in the next session. Therefore, traders should increase long positions and focus on leading stocks at these sessions.
06
April
Market commentary: Limiting up
Technically speaking, the short-term uptrend has been confirmed as the VN-Index closes above the significant resistance at 700 pts. However, the downside risk is still intact in the medium term. Therefore, traders should increase long positions and focus on leading stocks at consolidation sessions.
03
April
Market commentary: Break out 700 pts thresholds
Technically speaking, the downtrend may be reversed as the VN-Index closed above the significant resistance at 700 pts. However, in the short term, the downside risk is still high. Therefore, traders should stay on the sidelines and wait for the confirmation signal of the uptrend.
01
April
Market commentary: Finance in the spotlight
Technically speaking, the downtrend is dominant in the short term as the VN-Index has closed below the moving averages. If the index does not break out a significant resistance at 700 pts, the downside risk will be increased. Therefore, traders should stay on the sidelines and wait for the next bullish signal.
01
April
Market commentary: High volatility
Vietnam stock markets recorded a bullish session yesterday, but the volatility of the market was high. The market sentiment is effect negatively by the spread of the COVID-2019 around a world.
30
March
Market commentary: High selling pressure
High selling pressure pushed the downside risk high due to the negative impact of the COIVD-2019 disease. Therefore, traders should stay on the sidelines and wait for the next bullish signal.
27
March
Market commentary: Consolidation
In the short term, the VN-Index has retested significant resistance at 700 pts, pushing the downside risk high. In addition, selling pressure is still on large-cap stocks. Therefore, traders should stay on the sidelines and wait for the next bullish signal.
Featured Articles
15
March
Point Break
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
Outlook 2022 – The Big Uptrend
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
Time to bet on economic recovery?
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
Fragile hope of recovery path under the worst outbreak
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
INFLATION: A transient or long-lasting shock?
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.