20
June
Inflow came back to SEA, recorded at USD34mn. Accordingly, inflow across Indonesia’s, Malaysia’s, and Singapore’s major ETFs increased strongly along with selling pressure at Thailand's steeped reduction. Besides, inflow on ETFs in Vietnam backed and recorded at a high level.
19
June
Although the market maintains a slowdown along high liquidity, the VNIndex still ends above the 10-period moving average, showing the signals lose consensus. Accordingly, more signals are needed to confirm the market trend. Therefore, investors should observe the next movements of the market before making decisions investors.
19
June
The VNIndex shows an uptrend in the short term because the index closes above the 1,100-pts with high liquidity. Therefore, investors should hold long positions.
16
June
Vietnam stock market shows some positive signals thanks to the improvement in FDI and the expansion of retail sales. FDI has increased since May, indicating a recovery in inflows as global businesses expanded their production capacities. Additionally, retail sales have witnessed growth, driven mainly by the influx of Chinese tourists following the reopening of tourism. We expect the VNIndex may reach 1,300-1,350 pts in 2H23.
16
June
Despite the second adjustment session, the VNIndex still ends above the 50-period moving average. The uptrend is still positive but still needs more signals for confirmation. Therefore, investors should observe the next movements of the market before making decisions.
15
June
Mặc dù thị trường điều chỉnh nhẹ nhưng chỉ số VNIndex vẫn kết thúc giao dịch trên đường trung bình động 50 kỳ. Xu hướng tăng vẫn đang tích cực tuy nhiên vẫn cần thêm tín hiệu để xác nhận. Do đó, nhà đầu tư nên đứng ngoài và quan sát diễn biến tiếp theo của thị trường.
14
June
The VNIndex crosses the 1,120-pts threshold along the liquidity high level, implying a strong uptrend market in the future. Therefore, investors should open long positions.
13
June
We expect foreign ETFs to sell HPG and NVL the most with net values of 11.3 million shares and 10.9 million shares. On the buy-side, EIB will be expected to buy heavily with 10.3 million shares. The new weights will be effective on 19 May 2023.
13
June
In the short term, the VNIndex has tested the previous resistance level. Accordingly, the uptrend will be consolidated if this index crosses the 1,120-pts threshold. Therefore, investors should open long positions and observe the next movements of 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.
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