Tiếng Việt
普通话
28
May
Chart of the day: Confirm the uptrend
As mentioned above, the uptrend in the long and short term is still intact. Therefore, investors should continue to hold leading stocks and should not decrease the proportion of those candidates.
Research Center
27
May
Market commentary: Short-term profit-taking
Despite the contraction, the uptrend is still intact in the short term as the index closes above the 1,300-pts threshold. Hence, traders can hold their long position and focus on leading stocks.
27
May
ETF Review: Foreign ETFs’ buy HSG and PDG
Based on data of 26 May, we expect that FTSE Vietnam ETF will add HSG in the 3Q21, while it will exclude DXG in this quarterly review. Besides, VanEck Vectors Vietnam ETF will not remove ticker but add HSG and PDR in this quarterly review.
27
May
Market commentary: EIB limits up
Market sentiment has become optimistic in the short term as the VNIndex closes above the 1,300-pts threshold. Hence, traders can increase their long position and focus on leading stocks.
26
May
Market commentary: Break out the 1,300-pts threshold
In the short term, the VNIndex confirmes the uptrend as the index breaks out the highest peak of 1,280 pts. Hence, traders can increase their long position and focus on leading stocks.
25
May
Fundflow 17 – 21 May: Vietnam records the third week of outflow
Last week, foreign selling activity kept increasing. Breaking down by sectors, selling activities continued to be mainly absorbed nancials, Real Estate, and Consumer Staples. With ETF flow, Vietnam continued to be divested. Particularly, the money outflow was mainly contributed by the divestment across X FTSE Vietnam and VFMVN30 ETF. Besides, demand on VFMVN Diamond was paused last week.
24
May
Market commentary: New highest peak
The VNIndex confirmes the short-term uptrend again as the index breaks out the highest peak of 1,280 pts. Hence, traders can increase their long position and force on leading stocks.
24
May
Chart of the day: There is no place for the bear
As mentioned above, there is the early signal for the breakout as well as we are still in the healthy uptrend. Therefore, investors should continue to hold leading stocks and should not decrease the proportion of those candidates.
24
May
Market commentary: Upward resumption phase
In the short term, the VNIndex is having the tendency to retest the highest peak, which is the strong resistance. However, there is signal for early breakout and the Index is expected to break this range this week. If the index closes above the threshold, traders can increase their long position and force on leading stocks.
Featured Articles
15
March
Point Break
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
Outlook 2022 – The Big Uptrend
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
Time to bet on economic recovery?
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
Fragile hope of recovery path under the worst outbreak
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
INFLATION: A transient or long-lasting shock?
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.