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17
August
Market commentary: Bottom fishing at low price
Despite the second contraction in a row, the uptrend of VN-Index is still intact in the short term. Therefore, traders should increase their long position and focus on leading stocks.
Research Center
» Investment Strategy » Daily Commentary
14
August
Market commentary: Small contraction
Despite the contraction, the short-term uptrend is still intact as the VN-Index closes above short-term moving averages. Therefore, traders should increase their long position and focus on leading stocks.
13
August
Market commentary: Aim back to resistance 880
Vietnam stock markets posted the tenth winning session yesterday since the COVID-19 outbreak in Danang late last month as the number of new confirmed case continued to decrease. Given the current upward momentum, we expect the VNIndex continue to climb higher in the coming sessions and retest resistance 880.
12
August
Market commentary: Intraday Rebound
Market sentiment has become bullish thanks to the short-term uptrend. Therefore, traders should increase their long position and focus on leading stocks.
11
August
Market commentary: Close in red territory
Despite the contraction, the short-term uptrend is still intact as the VNIndex closes above the 20-period moving average. Therefore, traders should increase their long position and focus on leading stocks.
10
August
Market commentary: Narrow intraday gains
Based on the confirmation of the island reversal pattern, the uptrend is still intact in the short term. Therefore, traders should increase their long position and focus on leading stocks.
10
August
Market commentary: Fifth gaining session in a row
The short-term uptrend is still intact due to the confirmation of the island reversal pattern. Therefore, traders should increase their long position and focus on leading stocks.
06
August
Market commentary: Cautious uptrend
In the short term, the uptrend is still intact thanks to island reversal pattern. Therefore, traders should increase their long position and focus on leading stocks.
05
August
Market commentary: Island Reversal Pattern
Market sentiment has become optimistic thanks to the high demand on large-cap stocks. Besides, the island reversal pattern is confirmed, implying the short-term uptrend. Therefore, traders should increase their long position and focus on leading stocks.
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.