29
April
The market sentiment has become optimistic thanks to the high demand on large-cap stocks. Moreover, the uptrend is still maintained in the wider time frame as well as 1,200 pts level will set the strong demand zone for the market. In this case, investors should buy leading stocks when VNIndex positively reacted with this area.
29
April
The current contraction is a consolidation in the long-term uptrend. Therefore, traders should hold the current positions and buy more on the first pullback (when the 1,200-pts zone is retested).
29
April
Based on the high demand on ATC session, the market sentiment has become optimistic in the short term. Moreover, the uptrend is still maintained in wider time frame as well as 1,200 pts level will set the strong demand zone for the market. In this case, investors should buy leading stocks when VNIndex positively reacted with this area.
28
April
The collapse on Monday has confirmed the short-term correction phase as well as the followed consolidation phase has shown no signal for the rebound. However, uptrend is still maintained in wider time frame as well as 1,200 pts level will set the strong demand zone for the market. In this case, investors should buy leading stocks when VNIndex positively reacted with this area.
27
April
The collapse has confirmed the short-term correction phase. However, uptrend is still maintained in wider time frame as well as 1,200 pts level will set the strong demand zone for the market. In this case, investors should buy leading stocks when VNIndex positively reacted with this area.
27
April
Last week, foreign selling activity continued to overwhelm. Breaking down by sectors, selling activities mainly absorbed by Materials, Real Estate, and Financials. Money inflow across Vietnam skyrocked, net inflow was USD58mn, reaching the all-time high thanks to the massive flow of money which flew to Fubon FTSE Vietnam ETF (USD60mn).
26
April
Despite the recovery, the downside risk is still intact in the short term. Therefore, traders should be careful. If selling pressure is still intact today, traders should reduce their long position.
26
April
As mentioned above, we are still in the healthy uptrend. In this case, investors should hold the current positions and buy more on the first pullback (when 1,200 pts zone is retested).
22
April
Based on the crash, the downside risk increases in the short term. Therefore, traders should be careful. If selling pressure is still intact today, traders should reduce their long position.
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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