Strategy & Macro Reports

3:40:10 CH - 08/04/2026

Flash note – Vietnam Market Upgrade

On April 7, 2026, FTSE Russell released an official confirmation regarding the reclassification of Vietnam’s equity market from Frontier Market to Secondary Emerging Market status. Key highlights are as follows: Overview and key timeline: According to the latest announcement,...

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ETF report: Portfolio Forecast VNDIAMOND – 2026Apr

Strategy & Macro Reports

3:01:13 CH - 08/04/2026

ETF report: Portfolio Forecast VNDIAMOND – 2026Apr

OVERVIEW HOSE will officially announce the results of the VNDIAMOND Index constituent review on April 20, 2026, with the changes taking effect on May 4, 2026. Key changes in this review compared to the previous composition are as follows:...

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Market Movement – March 2026: RESOLUTE COMMITMENT TO THE GROWTH AGENDA

Strategy & Macro Reports

4:40:19 CH - 17/03/2026

Market Movement – March 2026: RESOLUTE COMMITMENT TO THE GROWTH AGENDA

US invocation of Section 122 (imposing a 10% tariff for 150 days) offers a temporary reprieve for Vietnam, compressing reciprocal tariffs from 20% down to 10%. However, secular headwinds are intensifying as the Trump administration expedites Sections 232, 301,...

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Macro Update – February 2026: INDUSTRIAL EXPANSION AMID GEOPOLITICAL FRICTION

Strategy & Macro Reports

4:49:42 CH - 09/03/2026

Macro Update – February 2026: INDUSTRIAL EXPANSION AMID GEOPOLITICAL FRICTION

February 2026 macroeconomic data reveals a pronounced divergence between domestic consumption and industrial production. Against a backdrop of heightening geopolitical volatility, this bifurcation raises structural concerns regarding supply chain resilience, energy security, and the central bank’s runway for further...

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ETF report Portfolio Forecast Vaneck and Xtrackers Fund Q1.2026

Strategy & Macro Reports

1:48:41 CH - 03/03/2026

ETF report Portfolio Forecast Vaneck and Xtrackers Fund Q1.2026

MarketVector and STOXX will officially announce the component results of the Vietnam Local Index and the STOXX Vietnam Total Market Liquid Index on March 14, 2026, with the changes taking effect on March 23, 2026. These two indices are...

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Macro Flash Note – February 23, 2026: TRUMP ADMINISTRATION’S RECIPROCAL TARIFFS INVALIDATED, YET POLICY UNCERTAINTY REMAINS UNRESOLVED

Strategy & Macro Reports

2:35:02 CH - 23/02/2026

Macro Flash Note – February 23, 2026: TRUMP ADMINISTRATION’S RECIPROCAL TARIFFS INVALIDATED, YET POLICY UNCERTAINTY REMAINS UNRESOLVED

On February 20, 2026, the US Supreme Court issued a ruling invalidating the executive branch’s legal basis for its global tariff regime, previously enacted under the International Emergency Economic Powers Act (IEEPA). Rather than signaling a structural retreat from...

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Analysis Reports

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