16
February
Retail sales revenues accounted for a large proportion of Vietnam’s GDP structure, playing an important role in economic growth, and is expected to maintain its two digits expansion thanks to the golden population structure and fast-growing economy.
29
November
Undervalued or overvalued are financial term that refers to a security or other type of asset being sold in the market at a price considered to be lower or higher than the asset's true intrinsic value. Buying stocks when they are undervalued is a key component of famous investor Warren Buffett.
28
October
The increase in consumer spending in turn helps the economy sustain its expansion. If for some reason consumer confidence declines, consumers become less certain about their financial prospects, and they begin to spend less money; this in turn affects businesses as they begin to experience a decrease in sales.
21
October
Manufacturing and Service industry both play essential role in boosting the social and economic development. A vibrant manufacturing and service base leads to more research and development, innovation, productivity, exports, and middle-class jobs. Furthermore, manufacturing and service help to raise living standards more than any other sector. The PMI plays an important role in helping financial market participants in making decision.
29
September
The inflation is going to be high and remain higher, that means it will lead to a rising of interest rate, as government attempt to get prices under control. Understanding inflation is crucial to investing because inflation can reduce the value of investment returns.
21
September
The inflation is going to be high and remain higher, that means the neutral rate in the economy is also going to be higher because the price of goods are going up. When the rate goes up it will directly affect monetary and financial conditions, which in turn have a bearing on critical aspects of the broader economy including employment, growth, and inflation.
15
September
Vietnam’s economy would likely shine in 3Q22 with impressive GDP growth and well-controlled inflation under the ongoing recovery. In our opinion, trade activities would slow down in the third quarter while favorable domestic consumption would be the primary pillar for economic growth. Therefore, we predict real GDP to grow by 12.16% in 3Q22.
14
September
The Philadelphia Manufacturing index (Philly Fed report) gives a detailed look at the manufacturing sector, how busy it is and where things are headed. Since manufacturing is a major sector of the economy, the Philly Fed report has a big influence on market behavior. Some of the Philly Fed sub-indexes also provide insight on commodity prices and other clues on inflation. That is the reason why Fed is watching this indicator to find the best monetary policy.
09
September
The Consumer Price Index (CPI) is a measure of the average change over time in the prices paid by urban consumers for a market basket of consumer goods and services. Indexes are available for the U.S. and various geographic areas. The CPI is widely used by financial market participants to gauge inflation and by the Federal Reserve to calibrate its monetary policy. Businesses and consumers also use the CPI to make informed economic decisions. Since CPI measures the change in consumers' purchasing power, it is often a key factor in pay negotiations.
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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