01
December
Based on the recovery, the market sentiment has become optimistic in the short term as the VNIndex is supported at the 1,000-pts threshold. Thus, traders should hold their long position and focus on leading stocks.
01
December
Despite the contraction, the short-term uptrend is still intact as the VNIndex closes above the 1,000-pts threshold. Thus, traders should hold their long position and focus on leading stocks.
30
November
Traders should stay on the sidelines and wait for the reaction of VN30F2012 with 960 pts area.
30
November
30
November
Last week, selling activities ticked up. Breaking down by sectors, selling activities focused on Financials, Materials, and Consumer Staples whilst Real Estate and Industrials were accumulated the most. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to VFMVN Diamond ETF which attracted the total of USD4.8mn last week.
27
November
The uptrend is still intact in the short term as the VNIndex closes above the 1,000-pts threshold. Thus, traders should hold their long position and focus on leading stocks.
27
November
As mentioned above, market sentiment has become optimistic in the short term. Thus, the bullish market is still intact. Investors should hold their long positions and force on leading stocks at this zone.
27
November
Long positions captured at 953 pts should not be closed, take a profit at 990-1,000 pts and out all positions when 970 pts level is broken.
26
November
Long positions captured at 953 pts should not be closed, take a profit at 990-1,000 pts and out all positions when 960 pts level is broken.
26
November
Based on the breakout of VNIndex, the short-term uptrend is confirmed. Thus, traders should hold their long position and focus on leading stocks.
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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