Strategy Monthly: Expectation of a breakout signal
Global trade tensions could significantly impact Vietnam’s economy. However, the upward trend of the stock market may continue, as the proportion of export-oriented companies on the exchange is not substantial, and Vietnam is not currently a priority for U.S. tariffs.
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Market commentary: Market volatility
Banking – Preview – [NEUTRAL] – 3Q25F Preview: Credit acceleration
Banking – Note – [NEUTRAL] – Circular 14 on capital adequacy ratio
Market traders: Liquidity improved
Derivatives: Uptrend
Market commentary: Bright spot in the Real Estate sector
Sep 2025: Lower issuances, higher maturity pressure
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10/10/2025
Strategic Insight: A new bullish phase

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