27
November
As mentioned above, market sentiment has become optimistic in the short term. Thus, the bullish market is still intact. Investors should hold their long positions and force on leading stocks at this zone.
26
November
Based on the breakout of VNIndex, the short-term uptrend is confirmed. Thus, traders should hold their long position and focus on leading stocks.
25
November
The 1,000 pts is strong resistance in the next session, so the volatility of the VNIndex increases. However, the short-term uptrend is confirmed thanks to bullish signals of trend indicators. Thus, traders should hold their long position and focus on leading stocks.
24
November
Despite high volatility, the short-term uptrend is still intact. Thus, traders should hold their long position and focus on leading stocks.
23
November
The short-term uptrend is still intact thanks to an optimistic market sentiment. Thus, traders should hold their long position and focus on leading stocks.
23
November
Last week, buying activities ticked up. Breaking down by sectors, buying activities were attracted by Real Estate, Industrials, and Consumer Staples whilst Financials, Energy, and Materials were sold the most. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN30 ETF which attracted the total of USD3.8mn last week.
20
November
In the short term, market sentiment has still become optimistic as VNIndex retests the 990-pts threshold and closes above the last peak. Thus, traders should increase their long position and focus on leading stocks.
20
November
As mentioned above, the valid breakout at 2020’s peak is not confirmed. Thus, investors should hold the current positions and should not increase the proportion on leading stocks at this zone.
20
November
Biden’s ambitious plan may boost long-term economic growth, followed by an expansion in trade activities. As an essential trading partner, we expect U.S. stimulus policy to benefit the Vietnam economy in the long-run. However, Vietnam also faces uncertainties when the president-elect heavily focuses on strengthening domestic production and potentially change trade policy toward China.
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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