Strategic Insight: Growth driven by domestic factors
Retaliatory tariffs may significantly affect Vietnam’s export activities. However, with expansionary fiscal and monetary policies in place, the negative impact is likely to be limited. In addition, given the unique structure of the Vietnamese stock market, we believe the effect of tariffs may not be as severe as feared. As a result, the market could maintain its upward momentum through the end of 3Q25.
Featured Analysis
Market commentary: Liquidity declines
Derivatives: Consolidation phase
Market commentary: Maintaining the uptrend
Derivatives: Finding a bottom
Market commentary: Green returned
Market traders: Extend the liquidity uptrend
Derivatives: Downside phase
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