01
April
Technically speaking, the downtrend is dominant in the short term as the VN-Index has closed below the moving averages. If the index does not break out a significant resistance at 700 pts, the downside risk will be increased. Therefore, traders should stay on the sidelines and wait for the next bullish signal.
01
April
Vietnam stock markets recorded a bullish session yesterday, but the volatility of the market was high. The market sentiment is effect negatively by the spread of the COVID-2019 around a world.
30
March
High selling pressure pushed the downside risk high due to the negative impact of the COIVD-2019 disease. Therefore, traders should stay on the sidelines and wait for the next bullish signal.
30
March
Divestment away from Vietnam remained, recorded the net outflow at USD5mn, down 67% compared to the previous week. Of which, X FTSE Vietnam was the main driver, accounted for USD7.2mn whist divestment from VanEck Vietnam ETF and VFMVN30 ETF has decreased dramatically.
27
March
In the short term, the VN-Index has retested significant resistance at 700 pts, pushing the downside risk high. In addition, selling pressure is still on large-cap stocks. Therefore, traders should stay on the sidelines and wait for the next bullish signal.
27
March
In the short term, the downtrend is still active and downside risks are remained. Therefore, investors should reduce proportion of leading stocks, stay on the sidelines and wait for reliable signals.
26
March
Despite the second recovery, the market sentiment has been still cautious as the selling pressure on large-cap stocks. Therefore, traders should stay on the sidelines and wait for the next bullish signal.
26
March
In a half-full-glass viewpoint, we expect the pandemic will peak in 2Q20. In terms of economy, in our three scenarios, Vietnam will resume its pre-outbreak level in 2H20, ranging from early to late, because domestic spending, inflowing FDI and international trade will soon come back. Assuming a better outlook in the second half, we expect the stock market is providing many bargaining opportunities for both traders and investors.
26
March
Vietnam stock markets resumed its downside due to the negative impact of the outbreak of COVID-2019 around the world. The rate of the spread is still high in the U.S. and Europe.
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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