08
June
The profit-taking at the first target price of the triangle pattern pushed the market sentiment cautious 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.
07
June
As mentioned above, the long-term uptrend is in place. However, in the short term, trading activities is surging and the correction is unavoided. In this case, 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).
07
June
In the short term, the VNIndex almost reaches the first price target of the triangle pattern at the 1,380-pts threshold. Therefore, the selling pressure can appear. However, the short- and long-term uptrend is still intact, so the contraction is the opportunity to increase the long position.
04
June
The VNIndex is near the first price target of the triangle pattern at the 1,380-pts threshold. Hence the selling pressure can appear. However, the uptrend is still intact, so the contraction is the opportunity to increase the long position.
02
June
Based on high demand on large-cap stocks and optimistic market sentiment, the short-term uptrend is still intact. Hence, traders can hold their long position and focus on leading stocks.
02
June
The short-term uptrend is still intact thanks to the high demand on large-cap. Hence, traders can hold their long position and focus on leading stocks.
31
May
In the short term, the uptrend is still intact thanks to the high demand on Banking stocks. Hence, traders can hold their long position and focus on leading stocks.
31
May
Last week, foreign selling pressure has started to drop. Breaking down by sectors, selling activity mainly focused on Materials, Financials, and Real Estate whilst Energy and Consumer Staples attracted the most foreign demand. With ETF flow, Vietnam continued to be divested. Particularly, the money outflow was mainly contributed by the divestment across VFMVN Diamond and SSIAM VNFIN Lead ETF.
28
May
In the short term, the uptrend is still intact because of optimistic market sentiment. In addition, the VNIndex closes above the 1,300-pts threshold. Hence, traders can hold their long position and focus on leading stocks.
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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