Tiếng Việt
普通话
31
December
Market commentary: Break through 1,100-pts threshold
Based on the breakout, the bullish market is dominant in the short term. Therefore, traders should hold their long position and focus on leading stocks.
Research Center
30
December
Market commentary: Selling pressure at the 1,100-pts threshold
Despite the contraction, the bullish market is dominant in the short term as the VNIndex closes above significant moving averages. Therefore, traders should hold their long position and focus on leading stocks.
29
December
Market commentary: Retest 1,100-pts threshold
The bullish market is dominant in the short term as the VNIndex retests the 1,100-pts threshold. Therefore, traders should hold their long position and focus on leading stocks.
28
December
Market commentary: Energy in the spotlight
In the short term, the market sentiment has become optimistic, implying a bullish market. Therefore, traders should hold their long position and focus on leading stocks.
28
December
Fundflow 21 -25 Dec: Inflow slows down
Last week, selling activities slowed down. Breaking down by sectors, selling activities mainly absorbed by Consumer Staples, Materials, and Industrials whilst Financials attracted the most foreign demand across the market. Regarding to ETF flow, Vietnam maintained the high level of positive flow of money thanks to VFMVN Diamond ETF and X FTSE Vietnam which attracted the total of USD15mn last week.
25
December
Market commentary: Brokerage in the spotlight
Based on the sharp rebound, the market sentiment has become optimistic in the short term, implying a bullish market. Therefore, traders should hold their long position and focus on leading stocks.
25
December
Chart of the day: Trading value at a record level
As mentioned above, trading activities reach a high level, and a strong collapse has a high probability of occurring. However, the long-term bull is active. Thus, investors should hold current positions and increase the proportion of leading stocks when the correction phase steps.
25
December
Outlook 2021 – Dynamic Vietnam: “Tiger will awaken”
We forecast that the VNIndex in 2021 can reach 1,300 points thanks to promising opportunities from high-value chain shifts and potential benefits from FTA agreements such as RCEP.. Moreover, statistical evidence support the bullish market next year.
24
December
Market commentary: Selling pressure
Despite the second contraction, the short-term uptrend is still intact as the VNIndex closes above significant thresholds. Therefore, traders should hold their long position and focus 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.