Strategy & Macro Reports

3:56:02 CH - 11/12/2025

Macro Flash Note – December 11, 2025: The Fed cut rate by 25bps while internal decision differed. Markets price in 02 additional cuts totaling 50bps in 2026.

At the December meeting (December 10, 2025), the US Federal Reserve (Fed) executed its third-interest rate reduction of 2025, lowering the target range for the federal funds rate (FFR) from 3.75%–4.00% to 3.50%–3.75%, corresponding to a cut of 25...

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Macro Update – November 2025: BEYOND THE STORM – PATH TO STABILIZATION FOLLOWING RECENT DISRUPTIONS

Strategy & Macro Reports

1:38:59 CH - 10/12/2025

Macro Update – November 2025: BEYOND THE STORM – PATH TO STABILIZATION FOLLOWING RECENT DISRUPTIONS

Economic data for November 2025 reveals an increasingly divergent growth picture. Key drivers such as public investment and credit growth continued to be promoted. Conversely, export activities and retail sales decelerated as continuous storms and flooding over the past...

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ETF report: Portfolio Forecast VanEck Vietnam ETF

Strategy & Macro Reports

1:27:05 CH - 02/12/2025

ETF report: Portfolio Forecast VanEck Vietnam ETF

The MarketVector Indexes will officially announce the constituent list of the Vietnam Local Index on 12 December 2025 and will be implemented on 19 December 2025. This index is currently tracked by the VanEck Vietnam ETF. The key revisions...

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Flash note FAQ on Vietnam Market Upgrade

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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