16
October
The stock market has a high volatility session as demand in the afternoon pushes the VNIndex to increase slightly again at the end. However, the downside risk is still present due to the VNIndex maintains to end below the 50-period moving average. Therefore, investors should stand aside and observe the next movements of the market.
16
October
In this case, investors investors should stand aside and wait for the next signal. The next time, if the VNIndex surpasses the resistance zone of 1,150-1,160 points, investors can open again exploratory long positions and focus on leading stocks.
13
October
We predict economic activities to accelerate in 4Q23 with a growth rate of 7.5% YoY, resulting in an increase of 5.18% YoY for 2023. On the upside, we expect an impressive turnaround in exports due to the increasing demand from the U.S. and China, especially the inventories of U.S. wholesalers and retailers becoming leaner. Besides, the promising public spending continues to drive the investment demand to grow significantly. On the downside, we predict domestic consumption to grow at a softer pace in the last quarter due to the gloomy income prospect, especially in the manufacturing sector, while inflation could elevate in the next period associated with global movements of food and energy prices. Notably, upward pressure on the exchange rate could persist due to seasonally thinner trade surplus and rising carry trade activities. However, we weigh more on SBV’s efforts to secure FX stability and predict USDVND to decline modestly in the last.
13
October
Subsequent bullish candles have faded the bearish momentum and increase the risk for holding short positions. Thus, traders should close short positions due to the current volatile period and wait for more accurate signals.
13
October
The stock market closes around the reference points with improved liquidity, indicating investors’ sentiment is still quite cautious. Moreover, the downside risk is still present as the VNIndex maintains to end below the 50-period moving average. Therefore, investors should stand aside and carefully observe the next movements of the market.
12
October
In this quarterly review, the VN DIAMOND Index is expected to remove DHC and add HDB. The results will be announced on 16 Oct 2023, the new weight will be effective on 06 Nov 2023.
12
October
Subsequent bullish candles have faded the bearish momentum and increase the risk for holding short positions. Thus, traders should close short positions due to the current volatile period and wait for more accurate signals.
12
October
The upward trend remains to extend as the VNIndex has a 4th consecutive gaining session and has approached the resistance level of the 1,160-pts threshold (Aug bottom zone). However, this index maintaines to end below the 50-period moving average, showing the downside risk is still present. Therefore, investors should stand aside and carefully observe the next movements of the market.
11
October
Sell positions on VN30F2310 should be held and stop the loss when there is the closing price above 1,170 pts level (Hourly time frame).
11
October
The stock market has 3rd consecutive gaining sessions with improved liquidity, showing positive signals. However, the downside risk is still present as the VNIndex maintains to end below the 50-period moving average. Therefore, investors should stand aside and carefully observe the next movements of the market.
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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