HIGHLIGHTED NEWS
According to the Export Department (Ministry of Industry and Trade), in 2026, Vietnam's total export turnover is expected to exceed US$1 trillion, an increase of over 8% compared to 2025. Simultaneously, the trade balance is expected to continue to have a surplus of over US$23 billion, an increase of approximately 15% compared to the previous year. By the end of 2025, Vietnam's total import and export turnover reached US$930 billion, an increase of 18.2% compared to 2024, equivalent to an absolute increase of US$143 billion. Exports maintained their growth momentum at 17%.
According to the World Bank's latest "Global Economic Prospects" report, global economic growth is projected to slow slightly to 2.6% in 2026 before recovering to 2.7% in 2027. However, Vietnam will still be among the few countries maintaining positive growth momentum, with forecasts for these two consecutive years at 6.3% and 6.7% respectively, equivalent to 2.4 times the global average; twice the East Asia-Pacific average and approximately 1.5 times that of China.
TRADING STRATEGY
The stock market closed slightly lower, retreating to 1,894 points, with improved liquidity compared to the previous trading session. Market differentiation was quite evident, with selling pressure increasing in some large-cap stocks in the real estate, banking, and retail sectors. Meanwhile, capital tended to spread to mid- and small-cap stocks outside the VN30. The VN-Index is likely to fluctuate around the 1,880-1,905 point range today.
The market experienced some volatility around the psychological resistance level of 1,900 points. Although selling pressure was quite strong towards the end of the session in the large-cap group, overall, the supply and demand balance remained completely under control as capital only shifted from large-cap to mid- and small-cap stocks. The VN-Index is currently in a predominantly upward trend, and the fact that the index doesn't fully reflect the market's intrinsic strength, as well as investment opportunities in the majority of publicly traded stocks, is likely to continue. Therefore, investors should still manage their portfolios individually, prioritizing timing dips to increase their holdings in strategic stocks for the medium term. Short-term trading should be flexible, following the flow of money, and avoiding chasing prices when they are rising sharply.
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