06
July
Falling Wedge is confirmed as the VNIndex closes above the upper line of the pattern, 850-860 pts. The signal confirms that the short-term uptrend is still intact. Therefore, investors should hold long positions and focus on leading stocks.
06
July
Last week, foreign selling activities kept overwhelming with net sell value recorded at USD4.3mn, two times lower than the previous week. Breaking down by sector, Energy, Materials and Real Estate attracted most foreign demand across the market whilst Financials, Utilities and Consumer Staples experienced strong outflow. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN Diamond ETF và Premia MSCI Vietnam while VFMVN30 ETF experienced an outflow.
03
July
Despite facing a minor resistance at 850, the VNIndex may continue to climb up this week. Traders can increase their stock exposure for the time being but should not chase price.
03
July
In this context, the breakout of the Falling Wedge is the significant signals, implying the uptrend. Thus, investors should stay on the sidelines and wait for the breakout.
02
July
The market sentiment is still cautious as VNIndex closes in the red territory. Besides, trend signals of the VNIndex loses consensus. Therefore, investors should stay on the sidelines and wait for confirmation signals.
02
July
For July, we are more optimistics than June as the recent correction with diminishing volume looks like a consolidation period. Therefore, we expect to see the VNIndex resume its uptrend or stop falling at least in July. However, the market may become choppy by the month-end because 2Q business results of listed companies may make many surprises this year.
01
July
Despite the rebound, the market sentiment is still cautious as signals of the VNIndex loses consensus. Besides, the downside risk is intact. Therefore, investors should reduce their long position and stay on the sidelines.
30
June
The market sentiment has become cautious as the VNIndex closes below its 50-period moving average, the second session in a row. The selling pressure pushes the downside risk high. Hence, investors should reduce their long position and stay on the sidelines.
29
June
Last week, foreign selling activities overwhelmed across the market, recorded a net sell value of USD10mn. Particularly, Consumer Staples, Financials and Materials experienced strong outflow whilst Energy, Real Estate and IT attracted most foreign demand across the market.
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.
Tiếng Việt
普通话
