HIGHLIGHTED NEWS
According to the Government's report, by the end of 2024, Vietnam’s public debt is estimated to reach VND 4.26 quadrillion (34.7% of GDP), remaining within the safety threshold set by the National Assembly. Of this, 76% of government debt comes from domestic sources, primarily through bond issuance, which helps mitigate exchange rate risks and enhances financial autonomy. Budget revenue exceeded projections by 20%, reaching over VND 2 quadrillion, while budget expenditure accounted for only 86.4% of the estimated amount. The Government implemented various support measures for businesses and citizens with a total value of nearly VND 200 trillion, while saving more than VND 64 trillion through anti-waste initiatives. For 2025, the Government targets a growth rate of over 8%, aims to maintain public debt at 36–37% of GDP, and will prioritize budget spending on public investment and social welfare.
The new information technology system for Vietnam's stock market (KRX System) will officially be operational starting from May 5, 2025. The Ho Chi Minh City Stock Exchange (HoSE) has requested all market participants to allocate sufficient resources and actively promote the system’s new features to ensure safe, stable, and continuous trading operations.
TRADING STRATEGY
The stock market continued its recovery momentum and closed at 1,223 points, with liquidity slightly declining compared to the previous session. A divergence was observed among large-cap stocks, while mid- and small-cap stocks showed signs of improvement. The sectors driving the overall index included real estate, technology, retail, and chemicals. Today, the VN-Index is expected to fluctuate within the 1,220–1,230-point range.
The market is showing more positive signs following a series of supportive developments, particularly in relation to tariff negotiations—especially between the U.S. and China. As a result, capital inflows have notably improved in stocks that are sensitive to international trade. The VN-Index is likely to gradually move upward in the coming sessions, targeting the resistance zone around 1,250 points. Investors may consider opening new controlled positions or trading around existing portfolio holdings, with a focus on stocks supported by strong fundamentals or those projected to maintain earnings growth momentum in Q2/2025.
Investor can see the full Newsletter below:
