17
August
The stock market experiences a significant gain's day driven mainly by demand on the large-caps stocks. Moreover, the uptrend is still positive as the VNIndex remains end above the important support level of 1,200 pts. Therefore, investors should hold long positions and wait for the next signal.
16
August
The stock market decreases slightly during the session with the declining liquidity, showing investors’ caution sentiment during the session. However, the uptrend is still intact as the VNIndex maintains to end above the important support level of 1,200 pts. Therefore, investors should hold long positions and wait for the next signal.
15
August
The market increases slightly during the session with high liquidity, indicating inflow is still positive. Furthermore, the VNIndex maintains to end above the important support level of 1,200 pts. In the short term, this index has retested the previous resistance level of the 1,240-pts threshold. Therefore, investors should hold long positions and wait for the next signal.
15
August
In general, outflow across Vietnam’s ETF intensified strongly while demand experienced a substantial decline. In this case, selling pressure may present the next time, however, an expectation that demand will still maintain on some major ETFs in the context that the stock market is showing positive movements.
14
August
High demand around low prices pushes market recovery. Therefore, investors should hold long positions and wait for the next signal.
14
August
The VNIndex displays strong bullish sentiment with a medium-term uptrend, supported by 100- and 200-day moving averages. However, consolidation phase is possible due to high valuation and selling pressure.
11
August
July showed clear signs of economic recovery, highlighted by robust FDI inflows. Moreover, despite a 0.25% Fed rate increase, Vietnam's manageable inflation permits an expansive monetary strategy for supporting the economy. In the second half of 2023, the VNIndex aims for a 1,260 to 1,340 pts range, backed by a June breakout and established new 3-year cycle.
11
August
The stock market maintains to decrease strongly with liquidity still at a high level, indicating selling activities intensify in the session. However, the VNIndex remains ends above both the important resistance level of 1,200 pts and the 50-period moving average. Therefore, investors should hold long positions and wait for the next signal.
10
August
The stock market decreases significantly during the session with liquidity at a high level, showing the investors’ caution sentiment is still present. However, the VNIndex remains to end above the important support level of 1,200 pts. Therefore, investors should hold 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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