Strategy & Macro Reports

3:02:31 CH - 05/06/2026

Macro Update – May 2026: MANUFACTURING REBOUNDS AMID MARGIN COMPRESSION AND TARIFF RISKS

Vietnamese macroeconomic data for May 2026 reveals sustained growth momentum, though divergences are increasingly apparent beneath the robust headline figures. Industrial production, foreign direct investment (FDI) inflows, inbound tourism, and accelerated public investment continue to serve as the economy’s...

View now

ETF report Portfolio Forecast Vaneck and Xtrackers Fund Q1.2026

Strategy & Macro Reports

11:23:35 SA - 05/06/2026

ETF report Portfolio Forecast Vaneck and Xtrackers Fund Q1.2026

MarketVector and STOXX will officially announce the results of their Q2 2026 reviews of the Vietnam Local Index and the STOXX Vietnam Total Market Liquid Index on June 13, 2026, with the changes taking effect on June 22, 2026....

View now

Market Movement – MAY 2026: LEVERAGING DOMESTIC RESILIENCE AGAINST EXTERNAL HEADWINDS

Strategy & Macro Reports

11:52:38 SA - 19/05/2026

Market Movement – MAY 2026: LEVERAGING DOMESTIC RESILIENCE AGAINST EXTERNAL HEADWINDS

The Iran conflict has entered its third month amidst protracted ceasefire negotiations. Meanwhiles, elevated oil prices are increasingly transmitting to production costs and consumer prices, accelerating global inflationary pressures. Market consensus regarding near-term monetary accommodation by major central banks,...

View now

Strategy & Macro Reports

4:44:16 CH - 08/05/2026

Flash note – Vietnam Market Upgrade

FTSE Russell has recently updated its detailed documentation regarding the upgrade process of the Vietnamese equity market. Key changes worth noting are as follows: Changes in index allocation weighting Changes in list of related securities (remove 9 securities from...

View now

Strategy & Macro Reports

10:07:33 SA - 08/05/2026

Amendments to Circular 22/2019

On April 29, 2026, the State Bank of Vietnam (SBV) sought feedback from banks regarding amendments to Circular 22/2019, which regulates prudential ratios and safety limits in banking operations. Overall, we believe the replacement of the LDR ratio with...

View now

Macro Update – April 2026: EARLY INDICATORS OF INFLATIONARY UPSIDE RISK

Strategy & Macro Reports

5:22:48 CH - 06/05/2026

Macro Update – April 2026: EARLY INDICATORS OF INFLATIONARY UPSIDE RISK

April 2026 macroeconomic data indicates sustained baseline expansion, underpinned by steady industrial production, solid FDI disbursement, inbound international arrivals, and accelerated public investment. However, structural divergence is increasingly apparent. Relative to March, several constraints have materialized: headline inflation now...

View now

Analysis Reports

Có thể bạn quan tâm

Start your investment journey today with ACBS!