Tiếng Việt
普通话
15
July
Market commentary: Resume uptrend
Base on the breakout of the Falling Wedge, the uptrend is still intact in the short-term. Therefore, investors should hold long positions and focus on leading stocks.
Research Center
14
July
Market commentary: Intraday rebound
Vietnam stock markets recorded the third contraction session in a row. However, bottom fishing made the market to narrow its intraday loss. Based on high demand at a low price, the uptrend is still intact in the short-term. Therefore, investors should hold long positions and focus on leading stocks.
13
July
Fundflow 06-10 Jul: The flow of money stays positive for eight consecutive weeks
Last week, foreign selling activities kept overwhelming with net sell value recorded at USD25.5mn. Breaking down by sector, Energy and Real Estate attracted most foreign demand across the market whilst Materials, Industrials, and Financials experienced strong outflow. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VanEck Vietnam ETF and SSIAM VNFIN Lead.
13
July
Market commentary: Close in red territory
Although the market sentiment has become cautious, the uptrend is still intact in the short-term as the Falling Wedge pattern has been confirmed. Therefore, investors should hold long positions and focus on leading stocks.
10
July
Market commentary: Unexpected contraction
Despite the contraction session, the short-term uptrend is still intact as the Falling Wedge pattern has been confirmed. Therefore, investors should hold long positions and focus on leading stocks.
10
July
Chart of the day: The best bid or the high certainty level
There is the tendency for the Index to retest 900 pts level thanks to the valid breakout of the Falling Wedge. Thus, investors could increase the proportion of leading stocks to take the best bid or wait for the breakout at 900 pts zone to increase the certainty level.
09
July
Market commentary: SAB leads market gains
Market sentiment has become optimistic as cash flows into large-cap tickers. Besides, the uptrend is still intact in the short term as the Falling Wedge pattern has been confirmed. Therefore, investors should hold long positions and focus on leading stocks
08
July
Market commentary: Cautious market sentiment
Despite the cautious market sentiment, the uptrend is still intact in the short term as the Falling Wedge pattern has been confirmed. Therefore, investors should hold long positions and focus on leading stocks.
07
July
Market commentary: Cautious gains
In the short term, the uptrend is still intact as the VNIndex closes above the upper line of the Falling Wedge pattern. Therefore, investors should hold long positions 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.