HIGHLIGHTED NEWS
According to data released on January 21st, Vietnam's import and export activities in the first half of January 2026 recorded positive developments with the total import and export turnover of the whole country in the first half of January 2026 reaching 39.3 billion USD, an increase of 14.8% compared to the same period. Of which, export turnover reached 18.0 billion USD (an increase of 10.8%), import turnover reached 21.3 billion USD (an increase of 18.5%), resulting in a trade deficit of 3.3 billion USD. In terms of structure, export turnover was largely contributed by the industrial and technology group with (1) Computers and components (over 4.2 billion USD); (2) Machinery and equipment (2.1 billion USD); (3) Telephones (2.0 billion USD). Meanwhile, the main imported items during this period were concentrated in raw materials and machinery for production, such as electronic components (nearly US$8.0 billion) and machinery (US$2.8 billion). Notably, the FDI business sector continued to play a leading role in international trade, contributing 78% and 72% respectively to export and import turnover in the first half of January 2026.
TRADING STRATEGY
The stock market declined to 1,885 points with improved liquidity. Selling pressure increased across many sectors, especially mid- and small-cap stocks in the financial services, industrial services, basic resources, construction, and materials sectors. Conversely, oil and gas stocks and individual stocks in the banking and technology sectors played a positive role in supporting the overall index. The VN-Index is likely to fluctuate around 1,875-1,895 points today.
The domestic market experienced significant selling pressure and a sharp decline from the start of the session due to psychological impacts from international markets. However, this selling pressure was not continuous or intense, but only localized at certain times. Consequently, capital flow remained fluid between sectors, helping the index narrow its decline and hold firm around the 1,850 point support level. Overall, in the short term, the VN-Index is still trading sideways within a wide range. Sectors are alternating between gains and losses to cool things down, but this is not significantly impacting the overall index. Investors should continue to hold their positions, increasing their holdings during price fluctuations in fundamentally sound strategic stocks. Short-term trading should be flexible, following the flow of money, and avoiding chasing prices when they are rising sharply.
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