The market continues to face several short-term risks, including liquidity pressure and a narrowing gap between equity earnings yields and prevailing interest rates.
Vietcap Securities JSC believes the probability that Vietnam’s stock market will fail to pass the March review under FTSE Russell’s upgrade roadmap is 0%.
A pullback to find equilibrium around 1,700-1,780 points is necessary for the market to return to a longer-term uptrend.
In 2026, Viet Nam’s stock market is witnessing a rare “pivot point,” as multiple macroeconomic, policy, and capital-flow dynamics converge.
Techical indicators have not yet shown clear signs of a peak. Therefore, the VN-Index may continue its upward trend.
If the upward trend continues in the coming sessions, the immediate target for the VN-Index will be the previous peak around 1,760 points.
Potential stock market sectors to note are banking, public investment, oil and gas, retail...
The return of net foreign inflows and renewed market optimism helped the VN-Index recover to 1,663 points after a broad-based selloff in the previous session.
KBSV reiterate its positive view on the potential for upgrading the Vietnamese stock market. What stocks will benefit from Vietnam stock market upgrade?
Vietnam’s basic construction materials sector, particularly steel, has shown strong resilience to global tariff policy shifts—driven largely by surging domestic demand...
HPG stock is moving sideways around VND 26,000/share, awaiting revenue and profit contributions from steel production for railway projects and the activation...
Import tariffs on aluminium and steel entering the US market officially doubled from 25% to 50%, following an executive order recently signed by US President Donald...
According to experts, amid unclear trade negotiations, companies in textiles, seafood, and footwear sector still face risks related to information transparency.
US President Donald Trump's decision to raise steel and aluminum tariffs from 25% to 50%, which went into effect on June 4, 2025, has had an adverse impact on the global...
The VN-Index has surged 22.5% since April 9 to the highest level since September 22, 2021.
To protect domestic manufacturers, the US government has put a 25% tariff on all imported aluminum and steel products. How would this policy affect Vietnamese steel...
Many analysts expect world steel demand to recover 1.2% yoy in 2025 driven by the growth of India and EU while the supply remains stable due to cut down of China.
Stocks in the materials and infrastructure construction sectors holds high growth potential, benefiting from policies aimed at boosting public investment.
A number of steel stocks have fallen to levels that are almost appealing. Investors may choose to buy, hold, and watch for these equities' next upswing cycle.
Vietnam's top steel businesses are highly valued, as this sector benefits from a variety of domestic and international variables.
Vietnam's steel industry is facing fiercer competition from foreign rivals as imported products, particularly those from China, have flooded the domestic...
The profits of steel industry enterprises in the second quarter of 2024 recorded very high growth compared to the same period, but there are still differences, some...
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