TRADING STRATEGY
The Ministry of Industry and Trade has issued Decision No. 2269/QD-BCT, officially approving the Program for Domestic Market Development, Stimulating Consumption, and Promoting the Campaign “Vietnamese People Prioritize Using Vietnamese Goods” for the 2025–2027 period. This is considered a strategic move to create momentum for domestic trade, expand the reach of Vietnamese goods, contribute to maintaining macroeconomic stability, and foster sustainable growth. In 2025, the program targets a growth rate of about 10.5% in total retail sales of goods and consumer services, striving to reach 12%, thereby contributing to the Government’s economic growth target of 8.3%–8.5%. At the same time, it aims to ensure the supply of essential goods, keep the market stable, and avoid shortages or unreasonable price increases, especially during the year-end and Lunar New Year periods. The program also aims for at least 15 million consumers to be reached by communication and consumption promotion campaigns, with over 50,000 enterprises participating. For the 2026–2027 period, the program expects to build a modern, distinctive, and nationwide domestic trade platform; develop retail models rich in Vietnamese identity; promote a digital transformation ecosystem; and connect cross-border trade infrastructure. Its longer-term goal is to place Vietnam among the countries with the most attractive retail markets in the world, according to the Kearney Global Retail Development Index.
TRADING STRATEGY
The stock market closed the week slightly in the green at 1,584 points, with improved liquidity exceeding the weekly average. Market divergence continued. Capital flows tended to shift toward mid- and small-cap stocks in the finance, real estate, oil & gas, construction, and materials sectors. Today, the VN-Index is likely to fluctuate in the 1,580–1,595-point range.
The market showed a tug-of-war with divergence in the 1,580–1,600-point zone. Investor caution remains as foreign investors continue strong net selling and concerns grow that the index’s upward momentum could be hindered by the psychological resistance level. However, the cooling of large-cap stocks, especially the VN30 group, giving way to mid- and small-cap stocks, indicates that capital flows are temporarily stable and trading opportunities remain present. The main trend of the VN-Index is still upward, and in a positive scenario, the next target resistance zone for the index will be 1,630–1,650 points. In the short term, investors may consider buying selective stocks that align with capital flow trends or have reasonable valuations and have not experienced sharp rallies, especially during pullbacks or cool-offs. Medium- to long-term oriented investors should continue holding their strategic portfolios and may consider rebalancing by reassessing expectations based on macroeconomic developments and corporate fundamentals.
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