HIGHLIGHTED NEWS
According to data from the General Statistics Office, Vietnam's export turnover to the 27 EU countries in the first four months of 2025 reached USD 18.5 billion, up nearly 13% year-on-year, making the EU one of Vietnam's fastest-growing export markets. Among the key FTAs, the EVFTA provides the greatest advantage, enabling Vietnam to maintain a sustainable trade surplus with the EU. This is clearly reflected in the steady increase in export value from USD 24.3 billion in 2014 to USD 51.8 billion in 2024, while imports only rose from USD 8.2 billion to USD 16.6 billion. The EVFTA has helped many of Vietnam’s major export items—such as textiles and garments, footwear, seafood, and agricultural products—access the European market with preferential tariffs. Continuous export growth has significantly widened Vietnam's trade surplus with the EU. In 2014, the surplus stood at USD 16.1 billion, but by 2024 it had increased to USD 35.2 billion, and in the first four months of this year alone, the surplus reached USD 13.4 billion. According to the Ministry of Industry and Trade, the implementation of the EVFTA has not only boosted exports but also attracted foreign investment, driven institutional reforms, and enhanced the competitiveness of Vietnamese enterprises. Thanks to this bilateral FTA advantage, Vietnam's key export sectors are expected to continue enjoying favorable conditions when exporting to the EU in the near future.
TRADING STRATEGY
The stock market posted a strong gain, closing at 1,283 points with a slight increase in liquidity compared to the previous session. Capital flow showed signs of broadening, led by large-cap stocks in the financial, real estate, F&B, chemicals, and industrial services sectors. Today, the VN-Index is likely to fluctuate around the 1,285–1,295 point range.
The market rebounded sharply following news that the U.S. would temporarily lower import tariffs on Chinese goods to 30%, while Beijing also reduced import taxes on U.S. goods to 10% for 90 days. This move has sparked optimism about potential progress in tariff negotiations between the U.S. and other countries and territories, including Vietnam—one of the trading partners facing the highest reciprocal tariffs from the U.S. As a result, the VN-Index is likely to continue its short-term uptrend, aiming for the psychological threshold around 1,300 points. Investors may consider partially restructuring their portfolios by taking profit on stocks that have reached short-term targets, while reinvesting or increasing exposure to fundamentally strong stocks that are trading at attractive valuations or have recovery potential, especially as global macroeconomic conditions show signs of stabilizing.
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