31
August
Foreign selling pressure kept spreading to major sectors, such as Real Estate and Industrials. On the contrary, Financials turned around to be net bought. The outflow kept spreading to other major ETFs. Particularly, the money outflow continued to be driven by the divestment across Fubon FTSE Vietnam ETF and VFMVN Diamond ETF.
31
August
Despite the bullish session, the VNIndex needs the breakout (closing above the 50-period Moving average) to confirm the uptrend. Until then, traders should be careful and reduce long positions.
30
August
Despite the bullish session, the downside trend is confirmed in the short term. The downside risk increased in the short term. Therefore, traders should be careful and reduce long positions.
30
August
As mentioned above, the long-term uptrend is active but breakout at 1,400 pts zone is needed in order to validate the upward resumption phase. In this case, investors should continue to hold the current positions on leading stocks and wait for more accurate signals.
27
August
Based on the selling pressure at the afternoon session, the downside trend is confirmed. The downside risk increased in the short term. Therefore, traders should be careful and reduce long positions.
26
August
Despite the recovery, the downside trend is confirmed. The downside risk increased in the short term. Therefore, traders should be careful and reduce long positions.
25
August
In the short term, the downside trend is confirmed. The downside risk increased in the short term. Therefore, traders should be careful and reduce long positions.
24
August
Foreign selling activity increased strongly last week. Selling pressure focused on major sectors, such as Real Estate and Financials whilst IT attracted the most foreign demand across the market. With ETF flow across Vietnam, outflow kept increasing, recording at USD44mn, mainly driven by the divestment on Fubon FTSE Vietnam ETF and VFMVN Diamond ETF.
23
August
Based on the second crash, the downside trend is confirmed in the short term. The downside risk increased in the short term. Therefore, traders should be careful and reduce long positions.
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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