01
March
Daily derivatives: Hold the long positions
Long positions captured at 1,183.5 pts should be closed by half at 1,200 pts level. The remaining positions must be closed when there is the closing price below 1,175 pts level. (Hourly time frame)
01
March
Long positions captured at 1,183.5 pts should be closed by half at 1,200 pts level. The remaining positions must be closed when there is the closing price below 1,175 pts level. (Hourly time frame)
26
February
Due to the high volatility level, position size should be minimized. Buy VN30F2103 after ATO session and close all the positions when there is the closing price below 1,165 pts level. (Hourly time frame)
25
February
Buy VN30F2103 after ATO session and close all the positions when there is the closing price below 1,165 pts level. (Hourly time frame)
24
February
Buy VN30F2103 at 1,140 pts zone and close all the positions when there is the closing price below 1,120 pts level. (Hourly time frame)
23
February
As the market has moved rigidly where trading signals are invalid. Thus, traders should stay on the sidelines and wait for the valid information after the consolidation phase.
22
February
Short VN30F2103 after ATO session, take the profit at 1,140 pts zone and stop the loss when 1,190 pts level is pierced. Besides, place the long positions at 1,140 pts area and close all the positions if 1,120 pts level is broken.
19
February
Short VN30F2103 after ATO session, take the profit at 1,140 pts zone and stop the loss when 1,190 pts level is pierced.
18
February
Buy VN30F2103 at 1,140 pts zone, ride the upward swing and out all the positions when 1,120 pts level is broken.
17
February
Long positions captured at 1,140 pts zone should be closed by half after ATO session. The remaining positions should be closed at ATC session. If 1,140 pts level is broken during the trading session, all the long positions must be out.
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.
