Fund flow
02
October
Fund flow: Vietnam regained capital inflows
After four straight months of outflows, Vietnam recorded a positive reversal, attracting USD33.1mn in net inflows. On the other hand, although the outflow trend in ETFs persisted, the magnitude eased...
10
September
Fund flow: SEA faces record capital outflows
Regarding fund activity in the final week of the month, the strongest outflows came from CTBC Vietnam Equity Fund (-USD36.4mn), Fubon FTSE Vietnam ETF (-USD21.5mn), and DCVFMVN Diamond ETF (-USD7.6mn)....
04
August
Fund flow: The wave of capital outflows persists
On a country-by-country basis, Thailand led the region with net outflows of USD199.4mn, down sharply by 35.9% MoM. This suggests that outflow pressure is cooling, though it remains elevated amid...
02
July
Fund flow: Strong capital outflows in Thailand
Regarding fund activity in the final week of the month, the main divestment pressure was centered on VANECK VIETNAM ET (USD5.5mn), FUBON FTSE VIETNAM ETF(USD3.8mn), and ELITE (USD3.6mn). In contrast,...
05
June
Fund flow: Capital outflow pressure remains present
In 5M25, net capital outflow pressures in Vietnam showed signs of intensifying, with total net withdrawals reaching USD139.7mn. However, on the other hand, ETF activity appeared to stabilize somewhat. This...
05
May
Fund flow: Wave of capital outflow in SEA
The prolonged divestment trend in Vietnam reflects the cautious sentiment of foreign capital, despite the selling pressure having eased. Furthermore, the continued withdrawal of capital from ETF funds indicates that...
02
April
Fund flow: Capital outflows intensify across SEA
Overall, fund flows in Vietnam during the month exhibited relatively negative developments, particularly among actively managed funds and ETFs. Nevertheless, we maintain our view that capital flows are likely to...
18
February
Fund flow: Capital outflow remains present
Throughout the past week, Singapore remained the top recipient of capital inflows, contrasting with Thailand, which continued to experience the highest capital outflows in the region. Meanwhile, although Vietnam recorded...
11
February
Fund flow: Capital outflow in Vietnam
Vietnam saw negative capital flows last week, particularly in active funds and ETFs. However, we maintain that fund flows could turn positive in the 1H25. The anticipated market recovery is...
Featured Analysis
The greenback cooled amid reignited trade war risks
Covered warrant: Liquidity continues to rise
Derivatives: Positive market sentiment
Market commentary: Extending the rally
Chart of the day: Breakout week
Strategic Insight: A new bullish phase
Derivatives: Uptrend sustained
