HIGHLIGHTED NEWS
At the regular Government meeting in August, the Prime Minister assessed that Vietnam's socio-economic situation in the first 8 months of 2025 continued to record a positive trend based on data reported by leaders of ministries and branches. Specifically:
- The consumer price index (CPI) increased by 3.25% over the same period last year; core inflation increased by 3.19%. - Export turnover is estimated at about 306 billion USD, up 14.8%, with a trade surplus of 13.99 billion USD.
- Total registered foreign investment capital in Vietnam, including newly registered capital, adjusted registered capital and capital contribution and share purchase value of foreign investors, reached 26.14 billion USD, up 27.3% over the same period. Of which, realized foreign direct investment capital is estimated at 15.4 billion USD, up 8.8%.
- Total retail sales of goods and consumer service revenue at current prices is estimated at VND 4,579 trillion, up 9.4% over the same period in 2024.
- Total realized public investment capital reaches nearly VND 410,000 billion, up more than 49% over the same period, equivalent to 46.3% of the plan assigned by the Prime Minister at the beginning of the year.
- Credit growth reaches 11.82% with average lending interest rates down 0.6% compared to the end of 2024. Outstanding credit balance of the whole economy reaches VND 17.46 million billion.
- Average interbank exchange rate increases by 3.45% compared to the end of 2024.
TRADING STRATEGY
The stock market decreased at the end of the week and closed at 1,666 points with improved liquidity. Selling pressure increased sharply in stocks in the financial, basic resources, and retail sectors. Meanwhile, support appeared in some individual stocks in the real estate, chemicals, construction, and materials sectors. The VN-index today is likely to fluctuate around the 1,650-1,670 point area.
The market fluctuated after testing the psychological resistance zone of 1,700 points. Selling pressure to take profits and reduce the proportion appeared mainly in stocks with high mass. The VN-index is currently approaching the support zone around the 1,640 - 1,660 point area. The opportunity for a short-term recovery is still present if the selling pressure is well absorbed and the cash flow continues to maintain a positive state in the groups of stocks that lead the market even when the rotation occurs. Investors prioritize portfolio management based on the price movements of individual stocks instead of focusing too much on the general index. Reinvestment disbursement activities can be considered in case bottom-fishing cash flows appear at the support price range of basic stocks, with prospects for business results in the third quarter of 2025.
Investor can see the full Newsletter below:
