07
December
Based on the sharp contract, the market trend become negative. If the VNIndex closes below the 1,000-pts threshold, the bearish market will return. Therefore, traders should wait for the next signals before investment decisions.
06
December
The market sentiment has become optimistic as the VNIndex resumes to go up. That means a bullish trend. Therefore, traders may hold a long position on leading stocks.
05
December
On 2 Dec 2022, FTSE Rusell announced that The FTSE Vietnam Index will not remove and add any tickers in this review.
05
December
Foreign demand maintained strongly during the whole week with net buy value was USD395mn (+418% wow), mainly absorbed by Real Estate, Financials and Materials, focusing on VHM, VIC, HPG and STB. Inflow surged in Vietnam. Net inflow was USD96mn, reached the highest point in 10 consecutively gaining weeks. mainly driven by the strong demand on Fubon at USD49.3mn. we expect that the flow of money across Vietnam may slow down but still remain at high level in upcoming weeks.
05
December
The VNIndex confirms the short-term uptrend as the index closes above the 1,000-pts threshold. Therefore, traders may hold a long position on leading stocks.
05
December
There is the strong demand and the market has formed the short-term bottom as well as rebound phase has high probability to be strengthened. Therefore, investors could open the position on leading stocks when there is the minor pullback (retest 1,050 pts zone).
02
December
Desipte the contraction, the VNIndex confirms the short-term uptrend as the index closes above the 1,000-pts threshold. Therefore, traders may hold a long position on leading stocks.
01
December
The VNIndex confirms the short-term uptrend thanks to the fifth gaining session. That means a short-term uptrend. Therefore, traders may open a long position on leading stocks with small sizes.
30
November
Based on the fourth gaining session, the VNIndex closes above the 1,000-pts threshold with high liquidity, implying a short-term uptrend. Therefore, traders may open a long position on leading stocks with small sizes.
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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