12
June
Selling pressure from foreign investors remained at a high level. The net selling value was USD24mn. Outflow pressure has dropped across Vietnam with a net outflow of UDS1mn. Although the flow of money across Vietnam is still weak, inflow has come back across major ETFs which is the first sign for the positive flow of money in upcoming weeks.
12
June
In the short term, the uptrend will continue because the VNIndex still ends above the major MAs. However, the market may have some adjustment sessions. Therefore, investors should open long positions and focus on leading stocks.
12
June
The rebound phase is confirmed as well as bullish momentum is active. Thus, traders could open the long positions on leading stocks. However, position size should be low due to the active selling pressure near 1,120 pts area.
09
June
Although the market contract, this is not a bad signal because the VNIndex crosses some significant thresholds such as 1,080 pts and 1,100 pts, showing a bullish trend in the short term. Therefore, investors should open long positions and focus on leading stocks.
08
June
In the short term, the VNIndex shows the bullish trend thanks to index crosses some significant threshold such as 1,080 pts, 1,100 pts. Therefore, traders should open long position focus on leading stocks.
07
June
An increase in the stock market, along with the VNIndex still ends the session above the major MAs, showing good signals. However, the downside risk is still present. Therefore, traders should be careful with investment decisions.
06
June
The uptrend continues as the VNIndex still ends the session above the major MAs. However, the selling pressure may occur around the 1,100-pts threshold. Therefore, traders should open small long positions and wait for the next signals.
05
June
Selling pressure from foreign investors remained at a high level. The net selling value was USD54mn. With ETF flow, outflow was active. Net outflow was USD9mn. There is still not a good sign for the stable inflow and outflow could be active in upcoming weeks.
05
June
In this case, the downside is reversed in the short term, but the selling pressure is still intact around the 1,100-pts threshold. Therefore, traders should open small long positions and wait for the next signals.
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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