07
October
Vietnam's economy is more likely to slow down in 4Q22 when the passthrough of global tendency of hawkish monetary policy becomes more pronounced. Therefore, we predict that the stock market could extend its downward momentum in the short and medium term.
07
October
The downtrend is confirmed again as the VNIndex strongly decreases. Therefore, traders should reduce long positions and wait for the next signals.
06
October
Despite a strong recovery, the market sentiment is still cautious in the short term as the VNIndex closes below the 1,150-pts threshold. Therefore, traders should reduce long positions and wait for the next signals.
05
October
The market sentiment has become cautious in the short term as the VNIndex closes below the 1,100-pts threshold. That implies a downtrend. Therefore, traders should reduce long positions and wait for the next signals.
04
October
Market ended up to be net sold. Supply mainly spread to Real Estate, Financials, and Consumer Staples whilst demand was mainly absorbed by Energy. With ETF flow, inflow has come back to Vietnam. Net inflow was USD10mn, a 3-month high. Similar to the previous week, the positive flow of money was mainly led by the strong demand on VanEck Vietnam and VFMVN30.
04
October
The VNIndex crosses down the 1,100-pts threshold, implying a downtrend. Besides, the market sentiment has become pessimistic. Therefore, traders should reduce long positions and wait for the next signals.
03
October
Although the recovery, the downtrend is confirmed due to low liquidity. Therefore, traders should reduce long positions and wait for the next signals.
03
October
The VNIndex continued to go down for the fourth losing week in a row due to high selling pressure. The bearish trend is dominant in the short and medium term because of pessimistic sentiment. In this case, investors should reduce long positions and wait for the next signals.
30
September
In the short term, the VNIndex shows a new bottom because of pessimistic sentiment. That means the downtrend is confirmed. Therefore, traders should reduce 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.
Tiếng Việt
普通话
