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17
May
Market commentary: Energy in the spotlight
Market sentiment has become still pessimistic in the short term because of the bearish market. Therefore, traders should wait for the next signals and stay on the sidelines.
Research Center
» Investment Strategy » Daily Commentary
16
May
Market commentary: New low
Based on the second crash, market sentiment has become pessimistic. Therefore, the downside risk is still intact due to high volatility. Traders should wait for the next signals and stay on the sidelines.
13
May
Market commentary: Retest last bottom
Based on the crash, the downside risk is still intact due to high volatility. Traders should wait for the next signals and stay on the sidelines.
12
May
Market commentary: Retest 1,300-pts threshold
Despite the second recovery, the downside risk is still intact as high volatility. Traders should wait for the next signals and stay on the sidelines.
11
May
Market commentary: Banking makes market gains
Despite the recovery, the downside risk is still intact as high volatility. Traders should wait for the next signals and stay on the sidelines.
10
May
Market commentary: Sell-off
In the short term, the market sentiment has become pessimistic as the downside risk is still intact. Traders should wait for the next signals and stay on the sidelines.
09
May
Chart of the day: The rebound phase is faded
The downtrend is active and the current rebound phase is not strong enough to fade the selling pressure above which means volatility level would increase in upcoming sessions. In this case, investors should decrease the current positions on leading stocks and wait for more accurate trading signal.
09
May
Market commentary: Selling pressure
The downside risk is still intact in the short term. Traders should wait for the next signals and stay on the sidelines.
06
May
Market commentary: VHM climbs 6.67%
Despite the recovery, the VNIndex continued to retest the 10-period moving average, implying the bullish market is not confirmed. Therefore, the downside risk is still intact in the short term. Traders should wait for the next signals 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.