HIGHLIGHTED NEWS
Standard Chartered Bank raised its forecast for Vietnam's GDP growth to 9.5% in 2026 and 11% in 2027, driven by improvements in manufacturing, services, and investment, along with growth-supporting policies. The bank also lowered its inflation forecast to 4.4% in 2026 and 3.3% in 2027, while expecting the State Bank of Vietnam to maintain stable policy interest rates to support growth and control inflation.
During his trip to the United States, Minister of Industry and Trade Le Manh Hung met with U.S. Secretary of Commerce Howard Lutnick and other high-ranking officials to promote bilateral economic and trade cooperation. Vietnam requested the U.S. to finalize the Reciprocal Trade Agreement, recognize its market economy status, and remove Vietnam from the D1 and D3 export control lists. The US supported accelerating negotiations, and both sides agreed to expand cooperation in high-tech fields, AI, semiconductors, energy, and supply chains.
TRADING STRATEGY
The stock market closed in the red, retreating to 1,743.51 points with higher-than-average trading volume. The divergence continued. Selling pressure dominated the market, intensifying towards the end of the session and concentrated in the Financial Services, Retail, Real Estate sectors, and some VN30 stocks. Meanwhile, only a few individual VN30 stocks managed to stay in positive territory until the end of the session, contributing to supporting the overall index. Foreign investors narrowed their net selling. Cautious sentiment and weakened capital flows, influenced by negative international markets, prevented the VN-Index from sustaining its short-term technical recovery and returned to a downward correction trend, with the next support zone around 1,700-1,720 points.
The VN-Index is likely to fluctuate in the 1,725-1,750 point range today. Investors should closely monitor price movements and manage risk on an individual basis for each stock in their short-term portfolio. On the other hand, for medium- and long-term portfolios, priority should be given to holding stocks with controlled holdings or gradually disbursing funds when reversal signals are confirmed, focusing on fundamentally sound stocks with attractive valuations and positive prospects for business growth in the second half of 2026.
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