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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Market Movement – JUNE 2026: NAVIGATING THE TURBULENCE

Strategy & Macro Reports

4:54:21 CH - 22/06/2026

Market Movement – JUNE 2026: NAVIGATING THE TURBULENCE

The recent US-Iran agreement mitigates near-term geopolitical downside in the Middle East. However, a complete cessation of hostilities remains contingent on the upcoming 60-day negotiations regarding Strait of Hormuz administrative mechanisms, sanction removal sequencing, and the nuclear program. While...

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

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...

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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....

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