08
August
Market ended up to be net bought. Demand was mainly absorbed by Financials and Real Estate whilst supply mainly spread to Consumer Staples and Industrials. With ETF flow, inflow remained across Vietnam, mainly driven by the solid demand on X FTSE Vietnam.
01
August
Demand kept overwhelming. Buying activity was absorbed by Consumer Staples, Consumer Discretionary, and Financials whilst supply mainly spread to Materials. With ETF flow, Vietnam attracted the positive flow of money. The positive flow of money was mainly driven by the slowdown of money outflow on VFMVN Diamond and VanEck Vietnam as well as the stable demand on Fubon FTSE and VNFIN Lead.
25
July
Market ended up to be net bought. Demand was mainly absorbed by Consumer Staples, Consumer Discretionary, and Financials whilst supply mainly spread to Real Estate, Materials, and IT. With ETF flow, outflow remained across Vietnam. The negative flow of money was mainly driven by the divestment on VFMVN Diamond and VanEck Vietnam.
11
July
Market ended up to be net sold. Supply mainly spread to Real Estate, Financials, and Materials whilst demand was absorbed the most by Consumer Staples. With ETF flow, Outflow ticked up across Vietnam after attracting positive flow of money for 3 consecutive months. The negative flow of money was mainly driven by the divestment on VFMVN Diamond and VanEck Vietnam.
04
July
Market ended up to be net bought. Demand was mainly attracted by Financials and Industrials whilst selling activity was absorbed the most by Materials, Consumer Staples and Real Estate. With ETF flow, money inflow across Vietnam dropped. Net inflow was USD5mn. The positive flow of money was mainly driven by the demand on VFMVN Diamond and Fubon FTSE.
27
June
Market ended up to be net bought. Demand was mainly attracted by Consumer Staples, Industrials, and Utilities whilst selling activity was absorbed the most by Materials, Real Estates, and Consumer Discretionary. With ETF flow, money inflow across Vietnam came back to normal level. Net inflow was USD21mn. The positive flow of money was mainly driven by Fubon FTSE Vietnam and VFMVN Diamond.
20
June
Market ended up to be net bought. Demand was mainly attracted by Financials, Materials, and Industrials whilst selling activity was absorbed the most by RConsumer Staples and Consumer Discretionary. With ETF flow, money inflow across Vietnam continued to slow down. Net inflow was USD13mn. The positive flow of money was mainly driven by Fubon FTSE Vietnam.
13
June
Market ended up to be net bought. Demand was mainly attracted by Financials, Materials, and Consumer Staples whilst selling activity was absorbed the most by Real Estate, Industrials, and Energy. With ETF flow, money inflow across Vietnam has started to slow down. Net inflow was USD25mn. The positive flow of money was mainly driven by the stable demand on VFMVN Diamond and Fubon FTSE Vietnam.
06
June
Market ended up to be net bought. Demand was mainly attracted by Financials, IT, and Consumer Staples whilst selling activity was absorbed the most by Utilities and Consumer Discretionary. With ETF flow, money inflow across Vietnam remained at high level. Net inflow was USD85mn. The positive flow of money was mainly driven by the massive demand on VFMVN Diamond.
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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