HIGHLIGHTED NEWS
On February 1, 2026, the Prime Minister chaired the first meeting of the National Steering Committee for the implementation of Resolution 79-NQ/TW on the development of the state-owned economy, requesting the completion of the policy framework for implementation within February. The focus is on the Government's Action Plan and the National Assembly Resolution on special mechanisms, creating a legal basis for implementing policies that may differ from or exceed current regulations. Based on this foundation, the resolution sets targets for 2030, with a vision for 2045, accompanied by 37 new solutions and orientations for "5-fold" resource allocation (optimization, digitalization, greening, smart governance, and harmonization of interests), aiming to improve the efficiency of public resource allocation and utilization, and increase the leadership and implementation capacity of the state-owned economic sector.
According to the Ministry of Finance, January 2026 saw over 54,000 businesses entering and re-entering the market, a 62% increase compared to the same period. Nearly 1,000 business households have converted into enterprises, equivalent to 25% of the total for 2025. This result is linked to the implementation of Resolution 68 and the acceleration of administrative procedure reform, with nearly 3,000 procedures being reduced, contributing to shortening processing time by approximately 33% and saving 48.6 trillion VND in compliance costs annually. As a result, the business environment has improved, creating favorable conditions for the private sector.
TRADING STRATEGY
The stock market recovered to the 1,830 point mark with improved liquidity exceeding the weekly average. Selling pressure decreased and mainly appeared in some individual stocks in the chemical, technology, and real estate sectors. Capital flow spread slightly, led by large-cap stocks in the banking, retail, and energy sectors. The VN-Index is likely to fluctuate around the 1,825-1,840 point range today.
The market recovered positively for the second consecutive session with improved liquidity as ETFs completed their portfolio restructuring for Q1 2026. Large-cap stocks returned to their role of supporting and leading the index. Overall sentiment showed signs of stability as capital flow spread slightly to mid- and small-cap stocks. Foreign investors resumed net buying. The VN-Index is currently in a recovery phase since the psychological level of 1,800 points, and the sideways movement during this upward trend is likely to continue until the market confirms a new medium-term uptrend. The nearest resistance zone for the index is currently around 1,860-1,880 points. Investors should continue to hold and manage their portfolios according to the individual characteristics of each stock, and may consider increasing their holdings during periods of volatility and cooling down. Short-term trading should be flexible according to the flow of money.
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