09
March
The VNIndex retests the 1,050-pts threshold, showing the bullish trend. However, the selling pressure is still intact around high prices such as the 1,100-pts threshold. Therefore, traders should stay on the sidelines.
08
March
Despite the second recovery, the selling pressure appears around high prices such as the 1,100-pts threshold. That shows the downside risk. Therefore, traders should stay on the sidelines.
07
March
Despite the recovery, the VNIndex closes below short-term moving averages with high volume such as the 20-period and 50-period moving averages, implying a downtrend. Therefore, traders should stay on the sidelines.
07
March
Foreign supply remained at high level, faded by the demand and pushing the market to end up to be net sold. Net sell value was USD50mn. With ETF flow, the inflow across Vietnam has been ended, marking by the solid outflow last week (USD12mn), a 5-month low. Notably, major ETFs which attracted the inflow during the last 6 months has started to be divested, such as VFMVN Diamond, VNFin Lead, VFMVN30 ETF, and KIM Growth VN30 ETF.
06
March
In the short term, the VNIndex closes below short-term moving averages with high volume such as the 20-period and 50-period moving averages, implying a downtrend. Therefore, traders should stay on the sidelines.
06
March
There is the strong supply near 1,050 pts zone. The rebound phase could be extent only when 1,100 pts zone is broken. Therefore, investors should reduce the positions on leading stocks and wait for more accurate signal for the upcoming market leg.
03
March
In the short term, the VNIndex closes below short-term moving averages such as the 20-period and 50-period moving averages, implying a downtrend. Therefore, traders should stay on the sidelines.
02
March
Although the VNIndex crosses above the 100-period moving average, the VNIndex closes below short-term moving averages such as the 20-period and 50-period moving averages, implying a downtrend. Therefore, traders should stay on the sidelines.
01
March
Despite the recovery, the VNIndex closes below significant moving averages such as the 100-period and 50-period moving averages, showing a short-term downtrend. Therefore, traders should stay on the sidelines.
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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