In 2026, Viet Nam’s stock market is witnessing a rare “pivot point,” as multiple macroeconomic, policy, and capital-flow dynamics converge.
Cash flow could continue to be diversified, focusing only on large-cap stocks and a few other stocks with unique stories.
Experts advise investors to be optimistic, balance cash-equity allocation, and use margin leverage when needed as the market closes out the year and enters 2025.
According to experts, from now until the end of the year, cash flow is expected to focus on stocks of two sectors: banking and real estate.
Mr. Huynh Hoang Phuong, Director of Research & Investment Analysis at FIDT, noted that in March, individual investors would continue to use their strength to push the...
Experts believe that investor sentiment will improve this week, leading to the return of cash flows.
Even though measures to support the economy have not yet shown results, the market is still likely to react positively, said analysts.
Some large real estate corporations are finding solutions to raise capital as the bond market has frozen since April.
VN
EN