Investment strategy
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13
January
Market Trader: Foreign investors continue to be net sellers
Foreign investors recorded their second consecutive net selling week with a net selling value of VND1.087tn. As a result, foreign investors have been net sellers in the first two weeks...
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10
January
Market commentary: Low liquidity
Pessimism dominated the market as most sectors closed in the red territory. However, the decline was kept within a narrow range, and liquidity remained low, reflecting cautious sentiment among investors....
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09
January
Market commentary: Intraday rebound
Despite the market’s recovery efforts and a return to positive territory, this rebound remains temporary, as intraday liquidity stayed at a low level. This indicates that downside risks have not...
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08
January
Market commentary: Selling pressure dominates market
The market ended the session in a near-flat state. Additionally, liquidity remained high, indicating that downside risks have materialized. In this context, investors may consider gradually reducing the allocation in...
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07
January
Fund flow: Easing capital outflow pressure
The overall fund flow activity in Vietnam during the week was relatively positive, especially in actively funds. We maintain that fund flows could turn positive into the 1H25.
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07
January
Market commentary: Increased selling pressure
Although the market initially attempted to maintain its green momentum early in the session, strong profit-taking pressure led to a decline by the end of the session. Additionally, the increase...
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06
January
Market Trader: Liquidity declines due to the holiday
Last week, market liquidity decreased by 23% to VND23tn per session, affected by the mid-week holiday. The holiday impacted investor sentiment, resulting in lower liquidity compared to normal. Individual investors...
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06
January
Market commentary: Short-term downtrend?
The downtrend is confirmed following the sharp decline at the end of last week, especially as the index closed below the 10- and 20-period moving averages with increasing volume. However,...
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06
January
Chart of the day: Negative signals
In this situation, investors need to carefully observe the market for the next one to two sessions to confirm the current trend. At that point, investors can make appropriate decisions.