27
April
Last week, foreign selling activities increased slightly, recorded a net sell value of USD73mn, up 30% compared to the previous week. In this context, money inflow across Vietnam also increased, recorded the net inflow at USD2mn. Of which, VFMVN30 ETF was the main driver which attracted USD1.7mn last week.
21
April
Last week, foreign selling activities slowed down, recorded a net sell value of USD56mn, down 27% compared to the previous week. Unlike other countries, money outflow across Vietnam ticked up, recorded the net outflow at USD8mn, two times higher than the previous week. Of which, divestment away from VanEck Vietnam ETF and VFMVN30 ETF were the main drivers, USD7.4mn and USD0.4mn, respectively.
13
April
Money outflow across Vietnam ticked up after one week inflow, recorded the net outflow at USD3mn. Of which, divestment away from VanEck Vietnam ETF and VFMVN30 ETF were main drivers, accounted for USD4.8mn and USD1.6mn. On the contrary, X FTSE Vietnam attracted USD3mn during the same period.
08
April
Base on data of 08 Apr, we expect EIB and VCB will buy the most with net shares of 1,093,315 and 701,949. In the sell side, VPB, TCB, and HPG are expected to sell heavily with net shares of 555,785, 368,841, and 304,135.
06
April
Money inflow across Vietnam ticked up after five weeks outflow, recorded the net inflow at USD3mn. Of which, X FTSE Vietnam was the main driver, accounted for USD3.1mn, followed by VFMVN30 ETF with USD0.15mn inflow.
30
March
Divestment away from Vietnam remained, recorded the net outflow at USD5mn, down 67% compared to the previous week. Of which, X FTSE Vietnam was the main driver, accounted for USD7.2mn whist divestment from VanEck Vietnam ETF and VFMVN30 ETF has decreased dramatically.
03
March
Last week, South East Asia experienced the dramatic outflow, recorded the net outflow at USD77mn, a 4-week high. To be specific, divestment away from Indonesia and Malaysia were main contributors. Besides, Thailand and Philippines also negatively impacted by the outflow of money whilst Singapore continued to attract money inflow for four consecutive weeks.
25
February
Last week, foreign selling activities accelerated, recorded net sell value of USD49mn, 6 times higher compared to the previous week. South East Asia continued to experience outflow, recorded the net outflow at USD23mn, 11 times higher than the previous week.
11
February
Last week, foreign selling activities overwhelmed, recorded net sell value of USD30mn, a 3-month high. South East Asia continued to experience outflow but with lower pressure, recorded the net outflow at USD3mn.
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
