24
November
The long-term uptrend of the VNIndex is still intact as their technical indicators show upsides. Hence, the short-term downtrend or contraction may be the opportunity to increase the long position at low prices.
23
November
Traders should stay on the sidelines and wait for the buying/selling signal at the important support zone (1,480-1,490 pts) due to the increase of volatility level.
23
November
Foreign selling kept overwhelming. Selling activity focused on Financials, Materials, and Industrials whilst Real Estate, IT, and Utilities attracted the most foreign demand. With ETF flow, Vietnam attracted the positive flow of money, mainly driven by the strong inflow on VFMVN Diamond ETF.
23
November
Based on the second losing session, the market sentiment has become cautious. That implies the short-term downtrend. However, the long-term uptrend of the VNIndex is still intact as their technical indicators show upsides. Hence, the short-term downtrend or contraction may be the opportunity to increase the long position at low prices.
22
November
Based on the sharp contraction, the short-term downtrend may form. However, the long-term uptrend of the VNIndex is still intact as their technical indicators show upsides. Hence, the short-term downtrend or contraction may be the opportunity to increase the long position at low prices.
22
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 1,400 pts area is pierced.
22
November
Traders should stay on the sidelines and wait for the buying/selling signal at the important support zone (1,480-1,490 pts).
19
November
Traders should stay on the sidelines and wait for the reaction of this instrument at the important support zone (1,480-1,490 pts) due to the active medium term uptrend.
19
November
Despite the contraction, the uptrend of the VNIndex is still intact. Hence, the short-term downtrend or contraction may be the opportunity to increase the long position at low prices.
18
November
A short-lived upward pressure on interest rates, due to high liquidity demand during end-3Q21, was diminishing in October as interbank rates and government bond yields fell back to previously low levels. Looking forward to the remainder of 2021, we remain of our view that monetary conditions continue to be accommodative in the coming months, supported by an easing monetary stance of SBV and weak economic recovery, resulting in a continuation of the declining trend in interest rates.
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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