20
November
In the short term, market sentiment has still become optimistic as VNIndex retests the 990-pts threshold and closes above the last peak. Thus, traders should increase their long position and focus on leading stocks.
20
November
As mentioned above, the valid breakout at 2020’s peak is not confirmed. Thus, investors should hold the current positions and should not increase the proportion on leading stocks at this zone.
20
November
Biden’s ambitious plan may boost long-term economic growth, followed by an expansion in trade activities. As an essential trading partner, we expect U.S. stimulus policy to benefit the Vietnam economy in the long-run. However, Vietnam also faces uncertainties when the president-elect heavily focuses on strengthening domestic production and potentially change trade policy toward China.
19
November
Market sentiment has become optimistic in the short term as VNIndex closes above the last peak. That means the uptrend confirms. Thus, traders should increase their long position and focus on leading stocks.
19
November
In this case, traders should stay on the sidelines and wait for the reaction of VN30F2012 at 950 pts zone to capture the next market leg.
18
November
The long positions captured at 938 pts should be closed at ATC session, set 928 pts as the intraday stop loss level.
18
November
VNIndex breaks out the last peak that implies the short-term uptrend. Thus, traders should increase their long position and focus on leading stocks.
17
November
Despite the sharp recovery, the volatility increases at a high level, implying the risk. Thus, traders should be cautious and wait for more signals.
17
November
Long VN30F2011 after ATO session, hold the positions until it is expired and stop a loss at 917 pts.
17
November
Last week, selling activities slowed down. Breaking down by sectors, selling pressure continued to focus on Consumer Staples, Materials, and Financials whilst Industrials and Real Estate were accumulated the most. Regarding to ETF flow, Vietnam maintained the positive flow of money thanks to X FTSE Vietnam and VFMVN Diamond ETF which attracted the total of USD1.5mn last week.
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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