17
August
Last week, foreign selling activities increased strongly. Breaking down by sectors, Real Estate, Materials, and Financials were sold the most whilst Utilities and Consumer Staples experienced the solid foreign buying activities. Regarding to ETF flow, Vietnam maintained the positive flow of money, recorded at USD1mn whilst the flow of money across SEA recorded at a 1-month low.
10
August
Last week, foreign selling activities overwhelmed. Breaking down by sectors, Real Estate, Utilities, and Consumer Staples were sold the most whilst Financials, Materials, and Industrials experienced the solid foreign buying activities. Regarding to ETF flow, Vietnam maintained the positive flow of money but the inflow has slowed down, recorded at USD1mn whilst the flow of money across SEA remained positive for five consecutive weeks.
03
August
Last week, foreign buying activities ticked up with net buy value recorded at USD33mn. Breaking down by sector, Consumer Staples, Real Estate, and Financials attracted most foreign demand across the market. Regarding to ETF flow, Vietnam maintained the positive flow of money, but with lower pressure. To be specific, X FTSE Vietnam, SSIAM VNFIN Lead, VFMVN Diamond ETF, and VanEck Vietnam ETF were the main contributors which attracted the total of USD9mn money inflow. However, VFMVN30 ETF ended up to be net sold, recorded at USD3.6mn, a 6-months high.
27
July
Last week, foreign selling activities ticked up with net sell value recorded at USD23mn. Breaking down by sector, Energy kept attracting most foreign demand across the market whilst Materials, Real Estate, and Consumer Staples experienced strong outflow. Regarding to ETF flow, Vietnam maintained the positive flow of money and became one of the main driver for the maintenance of money inflow across SEA thanks to VFMVN30 ETF, SSIAM VNFIN Lead, and VanEck Vietnam ETF.
20
July
Last week, foreign selling activities slowed down with net sell value recorded at USD12.8mn. Breaking down by sector, Materials and Energy attracted most foreign demand across the market whilst Real Estate, Industrials, and Financials experienced strong outflow. Regarding to ETF flow, Vietnam maintained the positive flow of money and became one of the main driver for the surge of money inflow across SEA thanks to VFMVN30 ETF, X FTSE Vietnam, and VanEck Vietnam ETF.
13
July
Last week, foreign selling activities kept overwhelming with net sell value recorded at USD25.5mn. Breaking down by sector, Energy and Real Estate attracted most foreign demand across the market whilst Materials, Industrials, and Financials experienced strong outflow. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VanEck Vietnam ETF and SSIAM VNFIN Lead.
06
July
Last week, foreign selling activities kept overwhelming with net sell value recorded at USD4.3mn, two times lower than the previous week. Breaking down by sector, Energy, Materials and Real Estate attracted most foreign demand across the market whilst Financials, Utilities and Consumer Staples experienced strong outflow. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN Diamond ETF và Premia MSCI Vietnam while VFMVN30 ETF experienced an outflow.
29
June
Last week, foreign selling activities overwhelmed across the market, recorded a net sell value of USD10mn. Particularly, Consumer Staples, Financials and Materials experienced strong outflow whilst Energy, Real Estate and IT attracted most foreign demand across the market.
22
June
Last week, foreign buying activities increased dramatically, recorded a net buy value of USD634mn. Vietnam continued to attract money inflow, recorded the net inflow at USD6mn, two times higher than the previous week. Of which, VanEck Vietnam ETF, SSIAM VNFIN Lead ETF and VFMVN Diamond ETF attracted the total of USD8.4mn money inflow whilst VFMVN30 ETF experienced an outflow.
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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