12
May
In the short term, the stock market diverges as selling pressure appears on some key tickers. The downside risk is still intact due to high volatility and the lost consensus of technical indicators. Therefore, the uptrend may reverse. Traders should be careful and wait for the next signal.
11
May
The market sentiment has become optimistic as the high demand on the large-cap stock. However, the downside risk is still intact due to high volatility and the lost consensus of technical indicatora. Therefore, the uptrend may reverse. Traders should be careful and wait for the next signal.
10
May
Last week, foreign selling activity surged. Breaking down by sectors, selling activities mainly absorbed by Financials, Materials, and Consumer Staples. Money outflow across Vietnam ticked up, net outflow was USD13mn (a yearly high) due to slow down of money inflow across Fubon FTSE Vietnam ETF and VFMVN Diamond ETF as well as the divestment across X FTSE Vietnam and VFMVN30 ETF.
07
May
The downside risks by the COVID-19 epidemic make market sentiment cautious in the short term. Therefore, the uptrend may reverse. Traders should be careful and wait for the next signal.
07
May
Based on the long-term uptrend, traders should hold the current positions and buy more on the first pullback (when the 1,200-pts zone is retested).
06
May
Despite the contraction, the uptrend is still confirmed as the optimistic market sentiment. Therefore, traders should hold the long position and focus on leading stocks.
06
May
The market sentiment has become optimistic because of the high demand for large-cap stocks. That implies the bullish market is still confirmed. Therefore, traders should hold the long position and focus on leading stocks.
04
May
In the short term, the market resumes its uptrend thanks to the high demand for large-cap stocks. The bullish market is still maintained in the wider time frame as well as 1,200 pts level will set the strong demand zone for the market. Therefore, traders should hold the long position and focus on leading stocks.
04
May
Last week, foreign buying activity ticked up. Breaking down by sectors, selling activities mainly absorbed by Financials and Consumer Staples whilst Real Estate, Materials, and Industrials attracted the most demand across the market. Money inflow across Vietnam skyrocked, net inflow was USD110mn, reaching the all-time high thanks to the massive flow of money which continued to fly to Fubon FTSE Vietnam ETF (USD90mn).
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.
Tiếng Việt
普通话
