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 maintain the stock market’s upward trend. Additionally, the January Effect could drive market recovery in early 2025. Therefore, we believe that despite recent cautious money flow, the upward trend could soon return.
Featured Analysis
Power – In-depth – [NEUTRAL] – 2026 Outlook: Thermal power cycle returns
Derivatives: Supported around the MA50
Market commentary: Market reversal
Derivatives: Bottom-fishing demand
Market commentary: Late-session demand
Derivatives: Bearish trend
Market commentary: Selling pressure persists
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