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.
23
August
In this context, traders should stay on the sidelines and wait for clearer signals to capture the next market swing.
22
August
Based on the crash, the uptrend of the VNIndex may reverse. The downside risk increased in the short term. Therefore, traders should be careful and reduce long positions.
22
August
In this situation, traders should reduce long positions and stay on the sidelines. However, the long-term uptrend is still intact. Hence, the contraction is the opportunity to accumulate stocks for long-term positions at significant supports such as the 1,250-pts threshold.
20
August
Buy VN30F2109 after ATO session and stop the loss only when there is the closing price below 1,485 pts level (Hourly chart). If there is the opening price below 1,485 pts, the trigger point is invalid.
19
August
Based on the optimistic market sentiment, the short-term uptrend of the VNIndex is still intact. In addition, the index closes above the 1,350-pts threshold. Therefore, traders should hold long positions with a small proportion, focusing on leading stocks such as Banking and Brokerages.
19
August
The captured long positions at 1,485-1,490 pts zone should not be closed and out the positions when there is the closing price below 1,465 pts level (Hourly chart).
18
August
Despite the second losing session, the short-term uptrend of the VNIndex is still intact as the index closes above the 1,350-pts threshold. Therefore, traders should hold long positions with a small proportion, focusing on leading stocks such as Banking and Brokerages.
18
August
The captured long positions at 1,485-1,490 pts zone should not be closed and out the positions when there is the closing price below 1,465 pts level (Hourly chart).
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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