HIGHLIGHTED NEWS
According to the Ministry of Industry and Trade, the assessment results at the Hai Su Vang oil field show positive signs regarding oil reserves. Specifically, the appraisal well completed in early January 2026 recorded a net oil column of approximately 131m, with a test flow rate of nearly 6,000 barrels/day, higher than the previously discovered well. The field's reserves are estimated at between 170 and 430 million barrels of oil equivalent, and could even exceed 430 million barrels. Wood Mackenzie considers this the largest oil field discovered in Southeast Asia in two decades.
Negotiations for a reciprocal trade agreement between Vietnam and the United States have gone through five rounds, recording many positive developments. Accordingly, the two sides have reached agreement in the areas of services, e-commerce, agriculture, and technical barriers to trade. Vietnam has proactively provided a list of goods, tariff schedules, and technical specifications to expand market access and gradually narrow the trade deficit. This development reinforces expectations for exports, attracting foreign direct investment, and expanding Vietnam's role in global supply chains.
TRADING STRATEGY
The stock market recovered and closed near the 1,815 point mark with lower liquidity compared to the previous trading session. Selling pressure decreased, and capital flows improved, with a focus on leading stocks in the F&B, financial services, chemicals, basic resources, and consumer goods sectors. The VN-Index is likely to fluctuate around the 1,810-1,830 point range today.
The market rebounded after a series of six consecutive declining sessions. Overall sentiment showed signs of improvement as capital flows tended to gravitate more towards mid- and small-cap stocks with high public appeal. Selling pressure decreased and was concentrated mainly on a few specific large-cap stocks. Foreign investors increased net selling. The VN-Index is now closer to confirming the end of the short-term volatility phase and reversing upwards in the medium term. The index may need further testing of the supply-demand balance in the next few trading sessions, especially during the ETFs' portfolio restructuring for Q1 2026. Investors should continue to hold their positions, combining this with increasing their stock holdings during market fluctuations for their strategic portfolios with a medium-term outlook. Short-term trading should be flexible and adapt to cash flow movements.
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