09
November
Foreign selling pressure came back. Selling activity focused on Real Estate, Consumer Staples, and Materials whilst Consumer Discretionary and Utilities attracted the most foreign demand. With ETF flow, Vietnam kept attracting the flow of money, mainly driven by the demand across SSIAM VNFIN Lead ETF and VFMVN Diamond ETF.
02
November
Foreign demand ticked up. Buying activity focused on Financials, Utilities, and Materials whilst Industrials and Consumer Staples were sold the most. With ETF flow, Vietnam kept attracting the flow of money, mainly driven by the surge of demand across VFMVN30 ETF and SSIAM VNFIN Lead ETF.
25
October
Foreign selling activity kept overwhelming. Selling pressure focused on Real Estate, Materials, and Financials whilst Consumer Staples attracted the most foreign demand across the market. With ETF flow Vietnam attracted the flow of money after experiencing 6 consecutive weeks of outflow, mainly driven by the surge of demand across VFMVN30 ETF and SSIAM VNFIN Lead ETF.
18
October
Foreign selling activity kept overwhelming. Selling pressure focused on Consumer Staples, Financials, and Real Estate whilst Industrials attracted the most foreign demand across the market. With ETF flow, Vietnam experienced the outflow, mainly driven by the divestment on Fubon FTSE Vietnam and VFMVN Diamond ETF.
12
October
Foreign selling activity kept overwhelming. Selling pressure focused on Materials, Consumer Staples, and Industrials whilst Financials attracted the most foreign demand across the market. With ETF flow, Vietnam experienced the outflow, mainly driven by the divestment on X FTSE Vietnam and VFMVN30 ETF.
04
October
Foreign selling activity kept overwhelming. Selling pressure continued to on Financials, Real Estate and Materials whilst Consumer Staples attracted the most foreign demand across the market. With ETF flow, Vietnam experienced the outflow, mainly driven by the divestment on X FTSE Vietnam and VFMVN30 ETF.
28
September
Foreign selling activity kept overwhelming. Selling pressure continued to on Real Estate and Materials whilst Financials attracted the most foreign demand across the market. With ETF flow, Vietnam experienced the outflow, mainly driven by the divestment on X FTSE Vietnam, VFMVN30 ETF, and VFMVN Diamond ETF.
21
September
Foreign selling activity kept increasing. Selling pressure continued to on Real Estate and Financials whilst Energy and Consumer Staples attracted the most foreign demand across the market. With ETF flow, Vietnam experienced the outflow, mainly driven by the divestment on X FTSE Vietnam and VFMVN Diamond ETF.
13
September
Foreign selling activity kept increasing. Selling pressure continued to on Real Estate and Consumer Staples whilst Financials attracted the most foreign demand across the market. With ETF flow, Vietnam experienced the outflow, mainly driven by the divestment on Fubon FTSE Vietnam ETF and VFMVN Diamond 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.
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