10
November
Despite the negative reaction at October’s peak, the upward trending market has already taken place. Thus, investors should focus on leading stocks and increase the proportion when short-term correction or consolidation phase occurs.
09
November
Market sentiment has became optimistic as well as the upward resumption phase is already confirmed. Thus, investors should focus on leading stocks and increase the proportion when short-term correction or consolidation phase occurs.
09
November
Last week, selling activities kept overwhelming. Breaking down by sectors, selling pressure continued to focus on Consumer Staples, Materials, and Real Estate whilst IT and Health Care were accumulated the most. Regarding to ETF flow, inflow ticked up across Vietnam thanks to SSIAM VNFIN Lead ETF which attracted USD2.7mn last week.
09
November
Market sentiment has become cautious in the short term as the U.S. presidential election results are not exact. Therefore, investors should stay on the sidelines and wait for the next signal.
06
November
As mentioned above, the collapse will not last long due to the maintenance of the long-term bullish market. Thus, investors should use bargain hunting strategy on leading stocks, buy more when price collapse.
06
November
The downside risk is still intact in the short term because the U.S. presidential election results are not exact. Therefore, investors should stay on the sidelines and wait for the next signal.
04
November
The downside risk is still intact in the short term because the US presidential election results are not clear. Therefore, investors should stay on the sidelines and wait for the next signal.
03
November
High margin debt and the selling pressure of foreign investors cause the stock market to form a short-term peak. However, Vietnam economy recovers, along with the capital flow of ETFs that will support the stock market and continue its uptrend in the long term.
03
November
Despite the third gaining session, the short-term uptrend does not confirm in the short term as the VNIndex closes below the significant moving average. Therefore, investors should stay on the sidelines and wait for the next signal.
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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