21
March
Foreign selling pressure slowed down. Selling activity focused on Real Estate, Materials, and Consumer Staples whilst demand was mainly absorbed by Financials and Industrials. With ETF flow, outflow surged, driven by the strong divestment across on VanEck, VFMVN Diamond, and MAFM VN30.
14
March
Foreign selling pressure ticked up. Selling activity focused on Real Estate, Materials, and Consumer Staples. With ETF flow, outflow surged, driven by the strong divestment across on VFMVN30 ETF, VanEck, and VFMVN Diamond.
07
March
Foreign selling overwhelmed. Selling activity focused on Materials and Real Estate whilst foreign demand was mainly absorbed by Financials and Consumer Staples. With ETF flow, inflow has come back to Vietnam, mainly driven by the solid demand on VFMVN Diamond.
01
March
Foreign selling overwhelmed. Selling activity focused on Financials and Materials. With ETF flow, Vietnam was divested last week, mainly driven by the outflow on VFMVN30 ETF.
21
February
Foreign demand ticked up. Buying activity focused on Real Estate and Consumer Staples whilst solid supply was absorbed by Materials. With ETF flow, inflow came back, driven by the strong demand on VFMVN30 ETF and SSIAM VNFIN Lead.
14
February
Foreign selling ticked up. Sulling activity focused on Real Estate and Materials whilst solid demand was absorbed by Consumer Staples and Financials. With ETF flow, outflow came back, driven by the strong divestment on VFMVN30 ETF.
07
February
Foreign selling was faded by demand. Buying activity focused on C Financials and Real Estate whilst solid selling pressure was absorbed by Consumer Staples and Materials. With ETF flow, inflow across Vietnam has come back to normal level.
24
January
Foreign selling kept overwhelming. Selling activity focused on Consumer Staples, Real Estate, Materials, and IT whilst solid demand was absorbed by Financials. With ETF flow, inflow across Vietnam surged last week, mainly driven by the strong demand on Fubon FTSE Vietnam.
18
January
Foreign demand overwhelmed. Buying activity focused on Real Estate and Financials whilst Consumer Staples, Industrials, and Materials experienced the selling pressure. With ETF flow, Vietnam recorded the inflow. Net inflow was USD3mn, mainly contributed by the demand on XFTSE Vietnam, SSIAM VNFIN Lead, and Fubon FTSE Vietnam.
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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