21
December
Last week, selling activities ticked up. Breaking down by sectors, selling activities mainly absorbed by Industrials, Consumer Staples, and Real Estate. Regarding to ETF flow, Vietnam maintained the high level of positive flow of money thanks to VFMVN Diamond ETF and X FTSE Vietnam which attracted the total of USD45mn last week.
14
December
Last week, buying activities ticked up. Breaking down by sectors, selling activities kept focusing on Industrials and Consumer Discretionary whilst Materials, Health Care, and Financials were accumulated the most. Regarding to ETF flow, Vietnam maintained the high level of positive flow of money thanks to VFMVN Diamond ETF which attracted the total of USD11mn last week.
08
December
Last week, selling activities slowed down. Breaking down by sectors, selling activities focused on Industrials, Consumer Discretionary, and Utilities whilst Real Estate, Financials, and Consumer Staples were accumulated the most. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN Diamond ETF which attracted the total of USD24.2mn last week.
30
November
Last week, selling activities ticked up. Breaking down by sectors, selling activities focused on Financials, Materials, and Consumer Staples whilst Real Estate and Industrials were accumulated the most. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN Diamond ETF which attracted the total of USD4.8mn last week.
23
November
Last week, buying activities ticked up. Breaking down by sectors, buying activities were attracted by Real Estate, Industrials, and Consumer Staples whilst Financials, Energy, and Materials were sold the most. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN30 ETF which attracted the total of USD3.8mn last week.
17
November
Last week, selling activities slowed down. Breaking down by sectors, selling pressure continued to focus on Consumer Staples, Materials, and Financials whilst Industrials and Real Estate were accumulated the most. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to X FTSE Vietnam and VFMVN Diamond ETF which attracted the total of USD1.5mn last week.
09
November
Last week, selling activities kept overwhelming. Breaking down by sectors, selling pressure continued to focus on Consumer Staples, Materials, and Real Estate whilst IT and Health Care were accumulated the most. Regarding to ETF flow, inflow ticked up across Vietnam thanks to SSIAM VNFIN Lead ETF which attracted USD2.7mn last week.
02
November
Last week, selling activities kept overwhelming. Breaking down by sectors, selling pressure continued to focus on Consumer Staples, Industrials, and Real Estate whilst IT and Financials were accumulated the most. Regarding to ETF flow, inflow ticked up across Vietnam thanks to VFMVN Diamond ETF which attracted USD0.7mn last week
26
October
Last week, selling activities kept overwhelming. Breaking down by sectors, selling pressure continued to focus on Consumer Staples, Industrials, and Real Estate whilst Materials was accumulated the most. Regarding to ETF flow, Vietnam recorded the second week of outflow. VFMVN30 ETF and VanEck Vietnam ETF were the main contributors which recorded USD5.5mn of outflow despite X FTSE Vietnam attracted USD1.4mn last week.
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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