08
May
In this scenario, the resumption of the uptrend is confirmed. Besides, tightening phase or correction period this week will provide the opportunities for investors to earn price advantages or re-enter the market. Therefore, investors can hold their long positions and focus on leading stocks.
08
May
The market sentiment has become optimistic due to confirmation of the short-term uptrend. Therefore, traders can increase long positions and focus on leading stocks.
06
May
Technically speaking, the short-term uptrend is confirmed as the VNIndex has broken out the medium-term moving average (50-day moving average). Therefore, traders can increase long positions and focus on leading stocks.
06
May
Despite the recovery, the market sentiment has become cautious thanks to high selling pressure. The downside risk is still high in the short term. Therefore, traders should stay on the sidelines and wait for confirmation signals of a trend.
05
May
Vietnam stock market reversed to go down thanks to the business results in 1Q20. Mainly, most companies recorded negative business results due to the effects of COVID-19. Besides, Vietnam PMI hit 32.7 in April, the lowest low since the index was published.
04
May
In this context, money outflow across Vietnam also increased slightly, recorded the net outflow at USD1.4mn. Of which, X FTSE Vietnam was the main driver which recorded an outflow at USD1.2mn last week.
29
April
The market has moved in the tight range before the long holiday. Therefore, traders should stay on the sidelines and wait for confirmation signals of a trend.
29
April
In the short term, the uptrend is dormant and temporarily replaced by the consolidation period. Therefore, traders can hold their long positions and focus on leading stocks.
29
April
As the pandemic has made significant behavioral changes in production, consumption as well as investment, seasonal effects will be likely ineffective this year. We recommend investors to “DO NOT sell in May and go away” because of potential new local money.
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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