27
April
Despite the rebound, the VNIndex shows a bearish market due to closing below the 50-period moving average. That means the downside risk is still intact. Hence, traders should be careful and reduce long positions.
26
April
Based on the losing session, the VNIndex shows a bearish market due to closing below the 50-period moving average. That means the downside risk is still intact. Hence, traders should be careful and reduce long positions.
25
April
In the short term, the VNIndex shows a bearish market due to closing below the 50-period moving average. That means the downside risk is still intact. Hence, traders should be careful and reduce long positions.
24
April
Foreign trading activity slowed down but demand continued to be faded by supply, pushing the market to ended up to be net sold. Net sell value was USD13mn. With ETF flow, the flow of money was not significant across Vietnam when the total outflow on major ETFs was fully covered by the total inflow. There is still not a good sign for the stable inflow and outflow could be active in upcoming weeks.
24
April
The VNIndex still closes below the 50-period moving average, showing a short-term downtrend. That means the downside risk is still intact. Hence, traders should be careful and reduce long positions.
24
April
The VNIndex shows more bearish signals due to closing below the 1,050-pts threshold. In this case, the downside is still intact due to high selling pressure around 1,100-pts threshold. Therefore, traders should stay on the sidelines and wait for the next signals.
21
April
In the short term, the VNIndex still closes below the 50-period moving average, showing a downtrend. That means the downside risk is still intact. Hence, traders should be careful and reduce long positions.
20
April
We predict Vietnam’s real GDP to accelerate in 2Q23 with an impressive growth rate of 6.92% YoY due to a solid retail sales growth, higher public investment, and improving external factors, especially the promising China’s rebound. Besides, we expect inflation to be well-controlled although facing challenges related to raising retail electricity prices and the potential AFS outbreak. Seafood and agriculture, in our view, would be benefitted from China's reopening and global uncertainty themes in 2Q23. Oil&Gas is the bright spot in the long run thanks to recent positive catalysts.
19
April
Despite the second recovery, the downside risk is still intact because of high selling pressure at a high level. Hence, traders should be careful if the market still shows negative 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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