HIGHLIGHTED NEWS
The 2025 Vietnam Innovation and Private Capital Investment Report highlights that Vietnam is not only ready to receive investment but is also poised to lead and make breakthroughs. At the same time, Vietnam is emerging as a leading hub for investment and AI startups in the region, with its economy projected to reap up to USD 120 billion in profits from AI by 2040. Vietnam’s AI startup sector has witnessed significant investment growth, with total funding for AI startups rising from USD 10 million in 2023 to USD 80 million in 2024—an eightfold increase. Beyond automation, AI is rapidly expanding into sectors such as finance, healthcare, and e-commerce. Notably, investment in AgriTech (agricultural technology) surged ninefold, with total funding skyrocketing from USD 8 million in 2023 to USD 74 million in 2024. Although total private capital value fell by 35% due to tighter market conditions, investor participation remained robust, with nearly 150 venture capital funds active in 2024. The Vietnamese government has mapped out an ambitious economic transformation roadmap, with the National Master Plan 2021–2030 and Resolution No. 57, focusing on key pillars such as the digital economy, green economy, and high technology. At the same time, Vietnam is in the midst of a large-scale infrastructure investment cycle, with nearly USD 500 billion in FDI being deployed. This includes strategic projects from Samsung, Intel, Lego, and Foxconn. Vietnam is no longer just a manufacturing hub—it is becoming a strategic link in the global supply chain.
TRADING STRATEGY
The stock market declined, pulling back to the 1,197-point level with trading liquidity rising sharply compared to the previous session. Selling pressure was widespread across most sectors, especially in key stocks within the finance, technology, construction, materials, chemicals, and oil & gas industries. On the other hand, capital inflows showed signs of improvement in the retail and services sectors. Today, the VN-Index is likely to fluctuate within the 1,195–1,210 point range.
The market experienced some volatility as it tested the support zone around 1,150 points. This triggered bottom-fishing cash flows, which helped narrow the losses by the end of the session. This suggests that market sentiment remains relatively stable, particularly in response to recent news on reciprocal tariffs, avoiding a scenario of massive panic selling. In a positive scenario, the VN-Index may stage a rebound with the aim of challenging the resistance zone around 1,250 points. Investors may consider gradually opening controlled buying positions in fundamentally strong stocks that are less affected by trade negotiations and are expected to maintain growth or deliver strong Q2/2025 earnings.
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