Strategic Report
13
January
1Q25 Strategic Insight : Wait breakout signals
We believe that the stock market will continue its upward trend in 1Q25 and will soon surpass the 1,300-point zone, supported by (1) the recovery of the economy, and (2)...
18
December
Strategy Monthly: Impact of the January effect?
Although policies from U.S. President Donald Trump's second term could significantly impact Vietnam's exports to the U.S., we believe Vietnam's economy will continue its recovery in 2025. This will help...
13
December
Outlook 2025: Steep Path, Decent Horizon
Although the stock market's upward momentum slowed in the final months of 2024, with the 1,300-point level acting as strong resistance for the VNIndex, we believe that in 2025, the...
08
November
Strategic Insight: A challenging phase
We believe the Vietnamese stock market will maintain an uptrend in the medium and long term based on (1) the shift in global manufacturing away from China due to high...
09
October
4Q24 Strategic Insight : Low cost cash flow amid slowing domestic consumption
Based on current growth momentum, we forecast Vietnam’s real GDP to grow by 7.10% in 4Q24, although Typhoon Yagi, according to authorities' estimates, could dampen the economic growth with a...