15
June
Cash flows into members of Vingroup, which pushes the market up. However, the confirmation signal of uptrend is necessary to increase the long position because of selling pressure at the high price. Therefore, the traders should be careful and wait for more signals.
14
June
In the short term, the uptrend is still intact. However, the confirmation signal of uptrend is necessary to increase the long position because of selling pressure at the high price. Therefore, the traders should be careful and wait for more signals.
14
June
Money inflow ticked up across Vietnam after experiencing five consecutive weeks of outflow. Net inflow was USD4mn. Particularly, the money inflow was mainly contributed by high demand on VFMVN Diamond (USD5.3mn) and SSIAM VNFIN Lead ETF (USD2.3mn). However, Fubon FTSE Vietnam was divested last week.
14
June
Market sentiment has become optimistic in the short term, implying the false of selling signals. However, the confirmation signal of uptrend is necessary to increase the long position because the volatility is increasing. Therefore, the traders should be careful and wait for more signals.
11
June
The long-term uptrend is in place. Hence, the short-term downtrend is opportunities to increase long position. Investors should hold the current positions on leading stocks and add more or re-enter the market at the short-term support (1,300 pts area).
11
June
The selling pressure is still intact at a high-level price, implying the downtrend may be formed. Therefore, the traders should be careful and wait for more signals.
09
June
Based on the recovery, the market sentiment has become optimistic. However, the selling pressure at a high-level price is still intact and the recovery may be a pull trap. Therefore, the traders should be careful and wait for more signals.
09
June
The high selling pressure on large-cap stocks pushed the market sentiment pessimistic in the short term. The VNIndex may record some losing sessions. However, the long-term uptrend is still intact, thanks to the significant cash flow of local individual investors. Therefore, the contraction period is the opportunity to increase the long position.
08
June
Last week, foreign selling pressure peaked. Breaking down by sectors, selling activity mainly focused on Materials, Financials, and Real Estate whilst Energy attracted the most foreign demand. With ETF flow, Vietnam continued to be divested due to the divestment across 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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