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13
February
Market commentary: SBT and POW limit up
Vietnam stock market remained bullish after China said that the number of new infections by coronavirus reached the lowest level since January.
Research Center
» Investment Strategy » Daily Commentary
12
February
Market commentary: Wait for breakout
Vietnam stock market resumed its uptrend after positive signs about controlling the coronavirus outbreak. The rate of spread seems to be under control because the number of new infections has decreased since 09 Feb 2020.
11
February
Market commentary: Construction in the spotlight
Vietnam stock market recorded contraction because investors were worried about the economic loss by the coronavirus outbreak. The virus had killed more than 910 people and infected around 40,600 ones as of 10 Feb.
10
February
Market commentary: CTD limits up
Vietnam stock market remained bullish after China had announced to cut 50% tariffs on USD75bn of the U.S. good from 14 Feb 2020.
07
February
Market commentary: Big rebound
Bullish traders pushed Vietnam stock market surge yesterday after China had announced that they would cut 50% tariffs on USD75bn of the U.S. good from 14 Feb 2020.
31
January
Market commentary: Sell-off
Vietnam stock markets tumbled yesterday thanks to pessimistic sentiment impacted by the corona virus. The market sentiment has become cautious as the selling pressure on large-cap stocks. Hence, the downside risk increase in the short term. Traders should reduce long positions and stay on the sidelines.
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.