26
July
Despite the rebound, the downside risk is still intact in the short term as the pessimistic market sentiment. Moreover, the recovery may be the bull trap. Therefore, traders should be careful and reduce the position.
26
July
We expect that local ETFs will buy the most ACB with 27.6 million shares. On the sell side, CTG and MBB will be sold heavily with 11.5 and 9.6 million shares.
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.
26
July
The VNIndex confirms the bearish market in the short term because of selling signals of trend indicators. In this situation, traders should reduce short-term speculative positions to preserve profits. However, the upward trend is intact in the long term. Therefore, the contraction is the opportunity to accumulate stocks at low prices.
25
July
The downside risk is still intact in the short term as the pessimistic market sentiment. Moreover, the recovery may be the bull trap. Therefore, traders should be careful and reduce the position.
23
July
Despite the rebound, the downside risk is still intact in the short term. The recovery may be the bull trap. Therefore, traders should be careful and reduce the position.
21
July
The market sentiment has become cautious, implying the downside risk. Therefore, traders should be careful and reduce the position.
20
July
Despite the recovery, the downside risk is intact in the short term due to the sell-off. Therefore, traders should be careful and reduce the position.
20
July
Foreign demand kept spreading to major sectors, such as Materials, Financials, and Real Estate. Last week, money inflow across Vietnam skyrocked. Net inflow was USD93mn, a 3-month high. Particularly, the money inflow was continued to drive by the strong demand on Fubon FTSE Vietnam ETF (USD86mn) whilst money inflow has started to slow down across other major ETFs
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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