HIGHLIGHTED NEWS
According to the Vietnam Bond Market Association, the total value of corporate bonds maturing in 2026 is estimated to reach over 204 trillion VND. Of this, the real estate sector accounts for the largest share, with over 124 trillion VND, equivalent to approximately 60% of the total value of maturing bonds. Following closely behind is the banking sector with maturing bonds reaching 22,755 billion VND, accounting for about 11.2%. The peak period for bond maturing is expected to be in early Q2 and late Q4 of 2026.
According to the survey on the Status of Japanese Businesses Investing Abroad in Fiscal Year 2025, the Vietnamese edition shows that the business performance of Japanese companies in Vietnam is impressive, with 67.5% of businesses reporting profits, an increase of 3.4 percentage points compared to last year and exceeding the ASEAN average. This is the highest success rate since 2009. Sectors that contributed significantly to this growth include manufacturing, real estate, healthcare, and education.
TRADING STRATEGY
The stock market closed in the red at 1,830 points with lower liquidity compared to the previous trading session. Market differentiation occurred, with a slight shift of capital from large-cap stocks to mid- and small-cap stocks. Selling pressure continued to increase in leading stocks in the real estate and industrial services sectors. The VN-Index is likely to fluctuate around 1,820-1,840 points today.
The market declined for the fourth consecutive session. However, the volatility showed signs of narrowing, and a tug-of-war in market differentiation began to emerge. Stocks attracting capital continued to be those with reasonable valuations, aligned with economic development goals, or supported by macroeconomic policies. Foreign investors resumed slight net selling. The VN-Index is currently in a volatile phase of its medium-term uptrend, and the slowing selling pressure around the 1,820-point support level is likely to be a key factor in helping the index reverse and recover in the upcoming trading sessions – leading up to the Lunar New Year. Investors should hold their positions patiently, increasing their stock holdings during these fluctuations as part of their medium-term strategic portfolios. Short-term trading should be flexible and adapt to changing cash flow patterns.
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