HIGHLIGHTED NEWS
According to the Asian Development Bank (ADB)’s forecast on economic growth in developing economies across Asia-Pacific, overall regional growth is expected to decline from 4.9% to 4.7% in 2025, and from 4.7% to 4.6% in 2026. This assessment is partly based on concerns over U.S.-China trade tensions, geopolitical instability, energy prices, and consumption capacity in major markets. Nevertheless, the ADB continues to hold a positive outlook on Vietnam’s economic stability compared to other countries in the region, thanks to its adaptability to challenges in the first half of 2025. This view is supported by data on import-export activities (16.1% year-on-year growth, trade surplus of USD 7.63 billion), overseas investment (up more than 3.5 times year-on-year), FDI commitments and disbursement rates (up 32.6% and 8.1% year-on-year respectively), public investment disbursement (31.7% of the annual plan, up 19.8% year-on-year), and inflation control. Vietnam’s economy remains among the top performers in terms of real growth and is projected to stay in the leading group within ASEAN-6 from the second half of 2025 through the end of 2026.
TRADING STRATEGY
The stock market closed slightly in the green at 1,512 points, with trading volume rising above the weekly average. Liquidity improved, led by stocks in the financial services, construction materials, industrial services, and chemicals sectors. Meanwhile, some downward pressure appeared in real estate and basic resources stocks. The VN-Index is expected to fluctuate today in the 1,510–1,520 point range.
The market is currently in an uptrend, aiming to test the historical peak around 1,530 points. Capital flow remains stable and is gradually shifting from large-cap stocks to mid- and small-cap ones, especially individual stocks supported by solid fundamentals. Foreign investors have resumed modest net buying. Overall, the market is in a phase of receiving diverse information from both domestic and international sources, including global trade, macroeconomic policies, and corporate earnings releases. Therefore, investors are advised to focus on holding positions and carefully evaluating information, particularly for strategic stocks. New purchases should prioritize fundamentally sound stocks with stable base-building patterns or strong capital inflows, while avoiding over-diversification and chasing prices during sharp rallies.
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