HIGHLIGHTED NEWS
Speaking at the Trade Promotion Conference with the Vietnamese Trade Offices Abroad in August 2025, Minister of Industry and Trade Nguyen Hong Dien said that Vietnam's import and export activities in August 2025 continued to maintain a positive growth trend. However, in the last 4 months of the year, there will be many challenges due to geopolitical and economic fluctuations, fierce competition from countries such as India, Bangladesh, Indonesia; strict requirements on export standards... To achieve the export growth target of 12% assigned by the Government, exports in the last 4 months of the year need to reach at least 150 billion USD. The Minister of Industry and Trade requested that Trade Offices, ministries, branches, localities, enterprises, and industry associations coordinate and focus on effectively implementing a number of important tasks. For export markets with negative growth, the Minister requested that the Trade Offices urgently review and analyze the causes of the decline, and propose measures to restore positive growth. For markets with low growth (from 0 - 5%), the Minister directed the Trade Offices to analyze and clearly identify potential product and industry groups with room to propose measures to effectively exploit the potential, promote exports to local markets, and increase the growth rate to at least 8.5%, and send a report to the Ministry before September 15, 2025. For markets with average growth (from 5-10%), it is necessary to continue to maintain the growth momentum and actively support businesses to expand market share. For markets with high growth (over 10%), the Minister requested to maintain the achieved growth rate, ensuring that these markets continue to play the role of locomotives, contributing to overall growth.
TRADING STRATEGY
The stock market recovered to 1,637 points with liquidity falling to the lowest level in the past two months. Selling pressure decreased. Cash flow returned to the destination of some individual stocks in the financial services, real estate, retail, construction and materials sectors. The VN-index today is likely to fluctuate around the 1,625-1,645 point area.
The market's decline showed signs of slowing down near the psychological support zone around 1,600 points. The general sentiment was quite cautious and the index recovered mainly due to reduced selling pressure instead of positive cash flow from bottom-fishing. Foreign investors returned to net selling. The VN-index is still in a short-term downward correction phase and intermediate recoveries will play an important role in assessing the index's ability to return to an upward trend or serve as a fulcrum for risk management for investors with a short-term trading orientation. Investors should prioritize shrinking their portfolios and bringing them back to a safe level if the index shows signs of weakening at the resistance zone of 1,650-1,660 points. On the contrary, if the market develops positively, reinvestment activities can be considered with individual stocks belonging to the basic group, with prospects for business results in the third quarter of 2025, with supporting cash flow or approaching the support price zone.
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