11
June
The market sentiment has become cautious as a significant loss of the VNIndex. In the short term, the downside risk begins to increase. Therefore, traders should consider reducing long positions.
10
June
Based on data of 29 May, we forecast that VanEck Vectors Vietnam ETF (VNM ETF) will be added STB and not excluded Vietnam stocks in this quarterly review.
10
June
Although the consolidation, the short-term uptrend is still intact thanks to optimist market sentiment. Therefore, traders can hold long positions and focus on leading stocks.
10
June
The VNIndex pared Monday’s gain as selling pressure mount at resistance 900 yesterday. Liquidity remained near record high although a technical issue prevented HSX to finish its ATC session.
09
June
Last week, Vietnam continued to attract money inflow, but with lower pressure, recorded the net inflow at USD2mn, four times lower compared to the previous week. Of which, VanEck Vietnam ETF, SSIAM VNFIN Lead ETF, Premia MSCI Vietnam and VFMVN Diamond attracted the total of USD8mn money inflow whilst X FTSE Vietnam and VFMVN30 ETF experienced the outflow.
08
June
As the VNIndex has approached resistance 900, selling pressure will increase in the coming sessions. We recommend traders not to chase price for the time being.
05
June
The short-term uptrend is still intact thanks to high demand at the red price. Therefore, traders can hold long positions and focus on leading stocks.
05
June
In this context, there is no signal for the bear as well as outcomes for the next market leg are not confirmed. Thus, investors should hold the positions but proportion in leading stocks should not be increased.
04
June
Although the VNIndex reaches the significant resistance of 880 to 900 pts, the short-term uptrend is still intact. Therefore, traders can hold long positions 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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