Strategy & Macro Reports

9:36:40 SA - 17/11/2025

Flash note FAQ on Vietnam Market Upgrade

On October 11, 2025, FTSE Russell released a FAQ document regarding the reclassification of Vietnam from frontier to secondary emerging market status. The following key points are noteworthy: 1. Timeline and Implementation Process: Vietnam will be officially upgraded in...

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STABLE MACROECONOMIC BACKDROP FOSTERS GROWTH MOMENTUM

Strategy & Macro Reports

8:16:28 SA - 11/11/2025

STABLE MACROECONOMIC BACKDROP FOSTERS GROWTH MOMENTUM

Economic data for October 2025 indicates that key growth drivers remain intact. Year-to-date (YTD) credit growth exceeded 15%, and public investment disbursement increased by 15.6% YoY (VND464tn, fulfilling 51.7% of the Prime Minister’s target). Meanwhile, other drivers, such as...

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ETF report: Portfolio Forecast VNDIAMOND

Strategy & Macro Reports

11:40:15 SA - 15/10/2025

ETF report: Portfolio Forecast VNDIAMOND

OVERVIEW HOSE will officially announce the constituent list of the VNDIAMOND Index on October 20, 2025, with changes taking effect on October 22, 2025. The key changes in this upcoming announcement compared to the previous update are as follows:...

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STRATEGY REPORT Second half of 2025: POLICY STORMS LIQUIDITY REMEDY

Strategy & Macro Reports

10:55:00 SA - 09/07/2025

STRATEGY REPORT Second half of 2025: POLICY STORMS LIQUIDITY REMEDY

Closing the 1H2025: The VNINDEX traded mostly within the 1,230–1,341 range during 1Q2025 before sharply declining to 1,094 due to tariff-related events. However, the market quickly staged a V-shaped recovery and approached 1,380 by the end of June 2025....

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Strategy & Macro Reports

11:11:05 SA - 08/07/2025

Macro Flash Note July 8, 2025

U.S. Announces New Tariffs on Trade Partners. Vietnam Retains FDI Advantage by Reaching Early Tariff Agreement with the U.S. On July 8, President Donald Trump’s administration officially sent notification letters announcing new tariff rates that will take effect on...

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Macro Flash Note – July 3, 2025: 20% TARIFF ON VIETNAM, 40% ON TRANSSHIPPED GOODS. FROM NEUTRAL IMPACT TO STRUCTURAL WAKE-UP CALL

Strategy & Macro Reports

4:00:26 CH - 03/07/2025

Macro Flash Note – July 3, 2025: 20% TARIFF ON VIETNAM, 40% ON TRANSSHIPPED GOODS. FROM NEUTRAL IMPACT TO STRUCTURAL WAKE-UP CALL

On July 2, 2025, U.S. President Donald Trump posted on social media regarding retaliatory tariffs on Vietnam. Key points include: The U.S. will impose a 20% tariff on goods exported from Vietnam to the U.S.; A 40% tariff will...

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Analysis Reports

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