07
July
Although the market significantly decreases, the VNIndex remains above important resistance levels, such as 1,120-pts and 1,100-pts. The uptrend is still positive, however, more signals are needed to confirm. Therefore, investors should hold a long position and wait for the next signals.
06
July
The market maintains an uptrend with the VNIndex closes above the 10-period moving average, showing positive signals. In the short term, this index has tested the 1,140-pts threshold. Therefore, investors should hold a long position and wait for the next signals.
05
July
The market maintains an uptrend with improved liquidity, shows positive signals. In the short term, the VNIndex has tested the 1,140-pts threshold. Therefore, investors should hold a long position and wait for the next signals.
04
July
The market comes back to a gaining session with the VNIndex still ends above the 10-period moving average, shows positive signals. However, the downside risk is still present. Therefore, investors should hold a long position and wait for the next signals.
04
July
Outflow across ETFs in Vietnam came back, recorded at USD8mn. In general, the flow of money across Vietnam is weak in the previous week. Therefore, there is a high probability for outflow to still be present in the upcoming weeks.
03
July
Although the market has a second adjustment, the VNIndex still ends above the 1,100-pts threshold and the 50-period moving average. This shows the uptrend is still present. Therefore, investors should hold long position and wait for the next signals.
03
July
The VNIndex remains in a medium-term uptrend despite a short-term downtrend, and it is expected to rebound quickly.
30
June
The stock market reverses to decline, however, the VNIndex still closes above the 10-period moving average and 1,120-pts threshold. Therefore, the short-term uptrend is still intact. Traders should hold long positions.
29
June
The stock market maintains its uptrend because the VNIndex still ends above the 10-period moving average. Therefore, investors should open 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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