01
July
Based on the contraction, down side risk is still in the short term. Therefore, traders should stay on the sidelines and wait for the next signal. Besides, traders should watch the double bottom pattern as the levels of the two last bottoms are the same.
30
June
Market sentiment has become cautious due to profit-taking. Therefore, traders should stay on the sidelines and wait for the next signal. Besides, traders should watch the double bottom pattern as the levels of the two last bottoms are the same.
29
June
Despite the recovery, the downside risk is still intact because of low liquidity. Therefore, traders should stay on the sidelines and wait for the next signal. Besides, traders should watch the double bottom pattern as the levels of the two last bottoms are the same.
28
June
The VNIndex shows some bullish signals as it crosses the 10-period moving average going up. Besides, traders should watch the double bottom pattern as levels of two last bottoms are the same. However, the downside risk is still intact because of low liquidity. Therefore, traders should stay on the sidelines and wait for the next signal.
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.
27
June
The downtrend is dominant in the short term as the VNIndex continues to close below the 10- and 20-period moving average. Therefore, traders should reduce long positions and wait for the next signal.
27
June
Based on a selling pressure on a high level, traders should be careful about the bull trap, stay on the sidelines and wait for the next signals.
24
June
Despite the rebound, the downside risk is intact because the VNIndex continues to close below the 10- and 20-period moving average. That means the downtrend is dominant in the short term. Therefore, traders should reduce long positions and wait for the next signal.
23
June
Although there is high demand on Financial stocks, the downside risk is intact because the VNIndex continues to close below the 10- and 20-period moving average. That means the downtrend is dominant in the short term. Therefore, traders should reduce long positions and wait for the next signal.
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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