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
Derivatives: Uptrend confirmed
Market commentary: Late-session selling pressure
Market traders: Liquidity hit a record high
Derivatives: Bottom-fishing inflow?
Market commentary: Profit-taking pressure emerges
Banking – In-depth – [NEUTRAL] – 2H25 Outlook: Pragmatic progressive enhancement
USDVND eases amid evolving tariff developments
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