09
October
The stock market recoveries slightly during the session with low liquidity, showing investors’ sentiment is still quite cautious. The downside risk is still intact as the VNIndex maintains to end below the 50-period moving average. Therefore, investors should reduce a portion of stocks in their portfolio to the safety threshold and wait for the next signal.
06
October
Selling pressure comes back in the afternoon, causing the stock market to have a deep loss session and approach the important support zone of 1,080-1,100 pts. However, the liquidity is still at a low level, indicating selling pressure has decreased significantly, compared to previous deep decline sessions. The downside risk is intact due to the VNIndex maintain end below the 50-period moving average. Therefore, investors should reduce a portion of stocks in their portfolio to the safety threshold and wait for the next signal.
05
October
Demand comes back at the important support level of the 1,100-pts threshold, helping the stock market increase again. However, the liquidity is only recorded at a low level, showing inflow is still weak and investors’ cautious sentiment toward the market. The downside risk is intact due to the VNIndex maintain end below the 50-period moving average. Therefore, investors should reduce a portion of stocks in their portfolio to the safety threshold and wait for the next signal.
04
October
Selling pressure intensifies suddenly during the session, causing the stock market to experience a deep loss day again with improved significant liquidity. Besides, the VNIndex still closes above the 50-period moving average, showing the downside risk is intact. Therefore, investors should reduce a portion of stocks in their portfolio to the safety threshold and wait for the next signal.
03
October
Selling pressure decreased strongly in the recent sessions but demand is still weak, causing the stock market to close around the reference point with liquidity remaining at a low level. This means investors’ sentiment is still quite cautious. Besides, the downside risk is still intact due to the VNIndex maintaining to end below the 50-period moving average. Therefore, investors should reduce a portion of stocks in their portfolio to the safety threshold and wait for the next signal.
02
October
The stock market recoveries slightly during the session with low liquidity, showing investors’ sentiment is still quite cautious. The downside risk is still intact as the VNIndex maintains to end below the 50-period moving average. Therefore, investors should reduce a portion of stocks in their portfolio to the safety threshold and focus on leading stocks.
29
September
The stock market remains to have a high volatility session as demand in the afternoon to help the VNIndex ends around the reference points with low liquidity. The downside risk is still intact as this index maintains to end below the 50-period moving average. Therefore, investors should reduce a portion of stocks in their portfolio to the safety threshold and focus on leading stocks.
28
September
Demand intensifies strongly in the afternoon, helping the stock market increase again after four consecutive deep loss sessions. However, the downside risk is still intact as the VNIndex maintains to end below the 50-period moving average. Therefore, investors should reduce a portion of stocks in their portfolio to the safety threshold and focus on leading stocks.
27
September
The stock market has a 4th consecutive deep loss day with liquidity at a normal level, showing investors’ sentiment is still quite cautious. Besides, the VNIndex still closes below the 50-period moving average, indicating the downside risk is intact. Therefore, investors should reduce a portion of stocks in their portfolio to the safety threshold and focus on leading stocks.
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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