HIGHLIGHTED NEWS
The decision to temporarily suspend the imposition of a 46% tariff on goods imported from Vietnam for 90 days helps domestic exporters avoid financial pressure and maintain competitiveness in the U.S. market. Several industries such as textiles, footwear, and electronics benefit directly from this decision, allowing them to maintain orders and production activities. Additionally, this move presents a valuable opportunity for Vietnam to engage in negotiations and seek fair and sustainable trade solutions. Both sides need to make the most of this time period by making concerted efforts to negotiate and closely cooperate to reach a fair and sustainable agreement, contributing to economic growth and regional stability. Moreover, the fact that the U.S. maintains a 10% tariff on many countries and raises tariffs to 125% on China indicates that U.S. trade policy still holds many uncertainties. Therefore, Vietnam needs to continue monitoring and adjusting its trade strategies to proactively adapt to the new situation.
According to a report from the General Statistics Office, the volume of goods transported in Q1/2025 reached 715 million tons, an increase of 15.4% compared to the same period in 2024. By scope, domestic transportation continued to dominate with 703.3 million tons, up 15.6%. In terms of volume, road transport remains the backbone of the transport system, carrying 525.8 million tons of goods, accounting for 73.5% of the entire sector. However, in terms of transport performance, maritime transport stood out with 74.4 billion ton-kilometers, accounting for 53.6% of the industry's total freight turnover. Inland waterways also made positive strides, transporting 136.7 million tons, up 12.1%. Besides freight, passenger transport in Q1/2025 also saw a clear recovery, with 1,414.2 million passenger trips recorded, an increase of 17.6% compared to the same period in 2024.
TRADING STRATEGY
The stock market made a spectacular recovery, returning to the 1,168-point level with significantly lower liquidity compared to the previous session. Capital flows spread positively across the entire market. Many stocks hit their ceiling prices right from the ATO (At The Open) and showed almost no selling pressure until the end of the session. The VN-Index today is likely to continue its positive momentum, aiming toward the 1,200-point range.
The market reversed and gained points again after receiving supportive news from the U.S. tariff suspension policy and the meeting between the Deputy Prime Minister and the U.S. Trade Representative. The VN-Index is likely to experience a broad-based recovery before market differentiation reappears. Therefore, this is a suitable period for investors to screen and restructure their portfolios, prioritizing sectors less affected by international trade until negotiations conclude and specific policies are announced.
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