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
PVD – Earnings Review – [BUY] – 2Q25: Recovery comes early
Derivatives: Uptrend maintained
Market commentary: Diverging movements
Securities – Note – [NONRATED] – Strong 2Q25 earnings driven by a robust market
Jul 2025: Lower issuances, higher maturity pressure
PLX – Earnings review – [BUY] – 2Q25: Foreign trading saved the day
Derivatives: New high formed
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