Textile & Garment – In-depth – [NEUTRAL] – 2H25 Outlook: “Tariffs” pose major headwinds
The prospects of T&G sector become more uncertain in 2H25F onwards. As we observe the US market (the largest markets of Vietnamese T&G exports) which will likely face to notable headwinds, particularly related to the risk of “reciprocal tariffs”. Headwind 1 – Unknown final decision on “reciprocal tariff” rates. Headwind 2 – Consumer spending could be pressured as economic headwinds after trade policy uncertainties arising.
Featured Analysis
Derivatives: Continued consolidation
Chart of the day: New high formed
Textile & Garment – In-depth – [NEUTRAL] – 2H25 Outlook: “Tariffs” pose major headwinds
Seafood – In-depth – [NEUTRAL] – 2H25 Outlook: Turning cautious amid reciprocal tariffs
Power – In-depth – [NEUTRAL] – 2H25 Outlook: The dawn of green energy
Oil & Gas – In-depth – [NEUTRAL] – 2H25 Outlook: Tailwinds at home, headwinds abroad
Aviation – In-depth – [NONRATED] – 2H25 Outlook: Hold Altitude
