Tiếng Việt
普通话
08
August
Chart of the day: A big bull?
The short-term uptrend is dominant thanks to high liquidity and breakout.
Research Center
05
August
Market commentary: Break out 1,250-pts threshold
The VNIndex closes above the 1,250-pts threshold. That means the uptrend is still confirmed in the short term. Therefore, traders may hold long positions focusing on the leading sectors.
04
August
Market commentary: Retest 1,250-pts threshold
The VNIndex may contract the next session when appropriate to the 1,250-pts threshold. However, the VNIndex confirms the uptrend thanks to breakout and high volume. Therefore, traders may hold long positions focusing on the leading sectors.
03
August
Market commentary: High liquidity
The VNIndex confirms the uptrend thanks to breakout and high volume. Therefore, traders may open small long positions focusing on the leading sectors such as Banking.
02
August
Market commentary: Bullish market?
The VNIndex shows the second breakout with high volume, implying a bullish market in the short term. Therefore, traders may open small long positions focusing on the leading sectors such as Banking.
01
August
Fundflow 25 – 29 Jul: Inflow comes back to Vietnam
Demand kept overwhelming. Buying activity was absorbed by Consumer Staples, Consumer Discretionary, and Financials whilst supply mainly spread to Materials. With ETF flow, Vietnam attracted the positive flow of money. The positive flow of money was mainly driven by the slowdown of money outflow on VFMVN Diamond and VanEck Vietnam as well as the stable demand on Fubon FTSE and VNFIN Lead.
01
August
Market commentary: Maintain bullish signals
Despite the contraction, the bullish signals are clear. In addition, the volume remains high level. Therefore, traders may open small long positions focusing on the leading sectors such as Banking.
01
August
Chart of the day: Approaching the solid selling zone
The reversal pattern is formed and the probability for VNIndex to extend its current rebound phase is high. In this case, investors could start to open positions on leading stocks but margin trading should be avoided due to the medium-term bearish swing.
29
July
Market commentary: A breakout
The VNIndex appears a breakout with high volume, implying a bullish market. Therefore, traders may open small long positions focusing on the leading sectors such as Banking.
Featured Articles
15
March
Point Break
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
Outlook 2022 – The Big Uptrend
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
Time to bet on economic recovery?
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
Fragile hope of recovery path under the worst outbreak
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
INFLATION: A transient or long-lasting shock?
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.