10
January
Foreign supply overwhelmed. Selling activity focused on Consumer Staples, Materials, and Industrials whilst Real Estate, Energy, and Utilities attracted foreign demand. With ETF flow, Vietnam recorded the outflow, mainly contributed by the divestment on VFMVN Diamond ETF, VFMVN30 ETF, and Fubon FTSE Vietnam.
04
January
Foreign demand overwhelmed. Buying activity focused on Financials and Industrials whilst Consumer Staples and Materials experienced the selling pressure. With ETF flow, Vietnam recorded the inflow. Net inflow was USD2mn, mainly contributed by the demand on VNFIN Lead ETF and VFMVN30 ETF.
28
December
Foreign suppy kept overwhelming. Selling activity focused on Real Estate, Consumer Staples, and Materials. With ETF flow, Vietnam has turned around to be divested, mainly driven by the divestment across VanEck Vietnam ETF.
20
December
Foreign suppy surged. Selling activity focused on Financials, Materials, and Industrials whilst Real Estate and Consumer Staples attracted foreign demand. With ETF flow, Vietnam has turned around to attract the positive flow of money, mainly driven by the the slowdown of divestment across VanEck Vietnam ETF.
13
December
Foreign demand surged. Buying activity focused on Real Estate, Financials, and Consumer Staples whilst Indutrials and Materials experienced the divestment. With ETF flow, the strong divestment across Vietnam has started to be faded, mainly driven by the increasing demand on VFMVN30 ETF and Fubon FTSE Vietnam.
06
December
Foreign selling kept overwhelming. Selling activity focused on Real Estate, Industrials, and Financials. With ETF flow, Vietnam was divested last week, mainly driven by the outflow on VFMVN30 ETF and Fubon FTSE Vietnam.
30
November
Foreign selling kept overwhelming. Selling activity focused on Financials, Materials, and Real Estates whilst IT attracted the most foreign demand. With ETF flow, Vietnam was divested last week, mainly driven by the outflow on X FTSE Vietnam, VFMVN30 ETF, and Fubon FTSE Vietnam.
23
November
Foreign selling kept overwhelming. Selling activity focused on Financials, Materials, and Industrials whilst Real Estate, IT, and Utilities attracted the most foreign demand. With ETF flow, Vietnam attracted the positive flow of money, mainly driven by the strong inflow on VFMVN Diamond ETF.
16
November
Foreign selling kept overwhelming. Selling activity focused on Real Estate, Materials, and Industrials whilst Financials, Consumer Discretionary and Utilities attracted the most foreign demand. With ETF flow, Vietnam experienced the outflow after attracting demand for 3 consecutive weeks, mainly driven by the divestment across VFMVN30 ETF, MAFM VN30 ETF, and SSIAM VN30 ETF.
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.
Tiếng Việt
普通话
