Investors may face two levels of concentration risk: too much concentration in the US, and too much concentration in certain stocks that have driven US outperformance.
Banking stocks, especially the Big 3 banks, in the Vietnam's stock market surged strongly as Q4 2024 financial results gradually came to light.
According to Mr. Bùi Văn Huy, Head of Research & Investment Analysis at FIDT, the asset allocation strategy for 2025 should focus on stocks, real estate, deposits,...
Stocks in the materials and infrastructure construction sectors holds high growth potential, benefiting from policies aimed at boosting public investment.
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.
The National Assembly approved the draft amendment to the Value-Added Tax (VAT) Law, which stipulates that, starting from July 1, 2025, fertilizers will officially...
In Q4 2024, a number of listed banks reported remarkable credit growth. As a result, these stocks have very promising potential for 2025.
Numerous appealing stocks are currently trading at cheap values as the VN-Index has been ranging between 1,200 and 1,240 points. Is it wise for investors to purchase...
The Vietnamese real estate market is signalling the end of a prolonged downturn, with notable signs of recovery in profitability. However the pace of revival remains...
Since the year began, foreign investors have net sold almost VND 88 trillion worth of shares on the Vietnamese stock market. Nonetheless, in recent sessions, indications...
Construction stocks began this year with high P/E ratios, signaling investors' big expectations in their prior valuations.
Leading the market's capital-raising race are the Big 3 banks, led by Vietcombank (HoSE: VCB), which has received approval from the National Assembly to raise...
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.
One industry that outperformed many others in both the non-financial and financial banking divisions in Q3 2024 was consumer retail.
During the trading session on 12 November, while the VN-Index fell for the fourth consecutive session to 1,244 points, several seaport and shipping stocks such as...
Despite a substantial downtrend in the Vietnam stock market, the Viettel stock group has continued to grow. However, when these equities near peak levels, investors...
Among the numerous sectors on the Vietnam stock market, industrial real estate (IRE) equities are considered robust, with strong outlooks independent of general trade...
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.
Rubber prices rose sharply in 9M24 due to a supply constraint and excessive demand.
The Vietnamese stock market may continue to go sideways. This will offer hazards to investors who own stocks that have been exposed to negative information.
The Joint Stock Commercial Bank for Foreign Trade of Vietnam (Vietcombank, HoSE: VCB) is regarded as a representative bank of Vietnam, with a substantial market...
Investors with medium-term aims are interested in oil and gas shares, in addition to bank stocks.
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