21
December
The VNIndex moves in a tight range in the short term, implying the market sentiment is still cautious. Besides, the 1,500-pts zone is the strong resistance for the VNIndex. Therefore, traders should wait for a breakout for 1,500-pts before opening their long positions.
20
December
Foreign suppy surged. Selling activity focused on Financials, Materials, and Industrials whilst Real Estate and Consumer Staples attracted foreign demand. With ETF flow, Vietnam has turned around to attract the positive flow of money, mainly driven by the the slowdown of divestment across VanEck Vietnam ETF.
20
December
The market sentiment is still cautious in the short term as the VNIndex moves in a tight range. Besides, the 1,500-pts zone is the strong resistance for the VNIndex. Therefore, traders should wait for a breakout for 1,500-pts before opening their long positions.
19
December
Although volatility level is increasine, we are still in the medium-term uptrend. In this case, investors should continue to hold the current positions on leading stocks. On the contrary, positions should be closed by half if the 1,400 pts area is pierced.
17
December
In the short term, the market sentiment has become cautious as the volatility increases. Besides, the 1,500-pts zone is the strong resistance for the VNIndex. Therefore, traders should wait for a breakout for 1,500-pts before opening their long positions.
16
December
The market sentiment has become cautious as the volatility increases. Besides, the 1,500-pts zone is the strong resistance for the VNIndex. Therefore, traders should wait for a breakout for 1,500-pts before opening their long positions.
15
December
In the short term, the market sentiment has become cautious. Besides, the 1,500-pts zone is the strong resistance for the VNIndex. Therefore, traders should wait for a breakout for 1,500-pts before opening their long positions.
14
December
The VNIndex closes above the 10-period moving average, showing the uptrend in the short term. However, the 1,500-pts zone is the strong resistance. Therefore, traders should wait for a breakout for 1,500-pts before opening their long positions.
13
December
We expect that foreign ETFs will sell VRE, HPG, and STB the most with 7.5 million shares, 6.5 million shares and 4.0 million shares. On the buy-side, ITA, DIG, IDC, and VND will be bought heavily with 11.9 million shares, 6.5 million shares, 3.9 million shares, and 3.8 million shares.
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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