09
November
The VNIndex approaches the target price of small rectangle pattern at a range of 1,470-1,500 pts. That implies the market may contract in some sessions. However, the long-term uptrend is intact as the high target price of 1,530-1,550 pts for the symmetrical triangle pattern. Therefore, the traders should hold their long position and focus on leading stocks.
09
November
Foreign selling pressure came back. Selling activity focused on Real Estate, Consumer Staples, and Materials whilst Consumer Discretionary and Utilities attracted the most foreign demand. With ETF flow, Vietnam kept attracting the flow of money, mainly driven by the demand across SSIAM VNFIN Lead ETF and VFMVN Diamond ETF.
08
November
The VNIndex retests the last peak and maintains its uptrend in the short term because of closing above its significant moving averages and 1,400-pts threshold. Therefore, the traders should hold their long position and focus on leading stocks.
08
November
The upward resumption phase is still active. 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 1,300 pts area is pierced.
05
November
The VNIndex maintains its uptrend in the short term because the index closed above the significant moving average and 1,400-pts threshold. Therefore, the traders should hold their long position and focus on leading stocks.
04
November
Despite the contraction, the VNIndex maintains its short-term uptrend as the index closed above the significant moving average and 1,400-pts threshold. Therefore, the traders should hold their long position and focus on leading stocks.
03
November
Market sentiment has become optimistic in the short term, showing the uptrend. The VNIndex has been approaching the target price of a small rectangle pattern at 1,470-1,500 pts. Therefore, the traders should hold their long position and focus on leading stocks.
02
November
Despite the bearish session, the uptrend of the VNIndex is still intact in the short term. The target price of a small rectangle pattern is 1,470-1,500-pts. Therefore, the traders should hold their long position and focus on leading stocks.
02
November
Foreign demand ticked up. Buying activity focused on Financials, Utilities, and Materials whilst Industrials and Consumer Staples were sold the most. With ETF flow, Vietnam kept attracting the flow of money, mainly driven by the surge of demand across VFMVN30 ETF and SSIAM VNFIN Lead ETF.
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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