The Ministry of Finance has released macroeconomic data for the first seven months of 2025, indicating several positive developments in the economy. Specifically:
The Consumer Price Index (CPI) increased by 3.26% year-on-year; core inflation rose by 3.18%.
- The Index of Industrial Production (IIP) is estimated to have grown by 8.6% compared to the same period in 2024.
- Total registered foreign investment into Vietnam—including newly registered capital, adjusted capital, and capital contributions or share purchases by foreign investors—reached USD 24.09 billion, up 27.3%. Realized foreign direct investment (FDI) in Vietnam during the seven-month period is estimated at USD 13.6 billion, an increase of 8.4% year-on-year.
- Accumulated total state budget revenue is estimated at VND 1,577.5 trillion, equal to 80.2% of the annual target. Accumulated total state budget expenditure is estimated at VND 1,317.4 trillion, or 51.7% of the annual target.
- Nationwide, 174,000 enterprises were newly established or resumed operations, up 22.9% year-on-year; meanwhile, 144,400 businesses exited the market, an increase of 15.1%.
- Total retail sales of goods and consumer service revenue at current prices are estimated to have reached VND 3,993.4 trillion, up 9.3% compared to the same period in 2024.
- The number of international tourist arrivals to Vietnam reached 12.23 million, marking a 22.5% increase from the same period last year.
TRADING STRATEGY
The stock market posted a strong gain, reaching 1,573 points, although liquidity dropped sharply compared to the previous session. Selling pressure eased, and capital continued to flow heavily into leading stocks in the banking, financial services, and basic resources sectors. The VN-Index is expected to fluctuate within the 1,570–1,585-point range today.
Despite having just experienced a highly volatile session with wide fluctuations, overall market sentiment appears relatively stable. Selling pressure has notably weakened, while capital continues to flow into large-cap stocks that lead their respective sectors and influence the index. Many fundamentally strong stocks capable of absorbing capital inflows are showing signs of a bullish reversal. Foreign investors have eased their aggressive net selling. Overall, the VN-Index remains in an upward trend, and short-term fluctuations and volatility are seen as temporary. Medium- to long-term investors can continue to hold their positions or review and restructure their portfolios according to a clear strategy to optimize their holdings, avoiding being swayed by short-term market movements or frequent trading that may affect cost bases. Short-term traders or those holding a high cash-to-stock ratio can consider buying during market dips near support levels, while avoiding chasing stocks during sharp price increases or spreading purchases too broadly.
Investor can see the full Newsletter below:
