19
August
Base on the rebound, market sentiment has become optimistic as the VNIndex closes above its 50-period moving average. Therefore, traders should increase their long position and focus on leading stocks
18
August
Market sentiment has become cautious as the VNIndex retests its 50-period moving average. However, the short-term uptrend is still intact as thanks to the confirmation of trending indicators. Therefore, traders should increase their long position and focus on leading stocks.
17
August
Despite the second contraction in a row, the uptrend of VN-Index is still intact in the short term. Therefore, traders should increase their long position and focus on leading stocks.
17
August
Last week, foreign selling activities increased strongly. Breaking down by sectors, Real Estate, Materials, and Financials were sold the most whilst Utilities and Consumer Staples experienced the solid foreign buying activities. Regarding to ETF flow, Vietnam maintained the positive flow of money, recorded at USD1mn whilst the flow of money across SEA recorded at a 1-month low.
14
August
Despite the contraction, the short-term uptrend is still intact as the VN-Index closes above short-term moving averages. Therefore, traders should increase their long position and focus on leading stocks.
14
August
As mentioned above, the positive reaction at 50% retracement level has increased the probability for the upward move. However, the upward resumption will be paused and replaced by the consolidation/sudden collapse in price this week. Thus, investors should use this opportunity for re-entering the market.
13
August
Vietnam stock markets posted the tenth winning session yesterday since the COVID-19 outbreak in Danang late last month as the number of new confirmed case continued to decrease. Given the current upward momentum, we expect the VNIndex continue to climb higher in the coming sessions and retest resistance 880.
12
August
Market sentiment has become bullish thanks to the short-term uptrend. Therefore, traders should increase their long position and focus on leading stocks.
11
August
Despite the contraction, the short-term uptrend is still intact as the VNIndex closes above the 20-period moving average. Therefore, traders should increase their long position and focus on leading stocks.
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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