Strategy & Macro Reports

4:46:18 CH - 25/08/2026

ETF Report: FTSE GEIS Constituent Review Results – H2/2026

On 21/08/2026, FTSE Russell announced the constituents of the FTSE Global Equity Index Series (FTSE GEIS). The key updates relating to the Vietnamese market are as follows: The list of Vietnamese stocks meeting the FTSE GEIS criteria comprises 117...

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Macro Update – July 2026: GAINING TRACTION AMID CROSSCURRENTS

Strategy & Macro Reports

4:26:16 CH - 04/08/2026

Macro Update – July 2026: GAINING TRACTION AMID CROSSCURRENTS

July macroeconomic data indicates sustained expansion, underpinned by industrial production, foreign direct investment (FDI), and international tourism. Combined with fiscal space for public investment disbursement and the State Bank of Vietnam’s (SBV) recalibration of technical barriers, gross domestic product...

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Market Movement – JULY 2026: NAVIGATING THE CROSSCURRENTS

Strategy & Macro Reports

1:55:38 CH - 28/07/2026

Market Movement – JULY 2026: NAVIGATING THE CROSSCURRENTS

The Iran war have entered a critical new phase, shifting toward an active contest for operational control and freedom of navigation through the Strait of Hormuz. While oil flows persist via northern maritime lanes, bypass pipelines, and “shadow fleet”...

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ETF report: Portfolio Forecast FTSE GEIS 2026H2

Strategy & Macro Reports

1:53:31 CH - 13/07/2026

ETF report: Portfolio Forecast FTSE GEIS 2026H2

OVERVIEW According to FTSE Russell’s FAQ on Vietnam’s market upgrade, published in April 2026, Vietnam will be officially reclassified as a Secondary Emerging Market during the September 2026 review. The key updates are summarized below: Key timeline: The list...

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Macro Update – June 2026: SHIFTING GEARS FOR ACCELERATION

Strategy & Macro Reports

11:19:04 SA - 06/07/2026

Macro Update – June 2026: SHIFTING GEARS FOR ACCELERATION

Macroeconomic data for 2Q26 confirms sustained growth momentum across the Vietnamese economy. The robust expansion was primarily catalyzed by industrial production, FDI, international tourism, and an acceleration in public investment disbursements, which collectively propelled GDP growth to 8.39% YoY...

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ETF report: Portfolio Forecast VN30 Q3.2026

Strategy & Macro Reports

2:07:45 CH - 02/07/2026

ETF report: Portfolio Forecast VN30 Q3.2026

HOSE will officially announce the constituent list of the VN30 Index on July 15, 2026, with changes taking effect on August 3, 2026. The key changes in this upcoming announcement compared to the previous update are as follows: Regarding...

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