HIGHLIGHTED NEWS
According to a report from the General Statistics Office, bilateral trade turnover between Vietnam and China reached USD 51.25 billion in the first three months of 2025, an increase of 17.46% compared to the same period last year. Vietnam exported a wide range of key products to China, including agricultural goods, seafood, electronic components, textiles and garments, rubber, and crude oil. Meanwhile, imports from China included machinery, industrial equipment, production materials, consumer goods, and electronic components. In 2025, the Ministry of Industry and Trade has implemented various measures to boost Vietnam–China trade activities. Notable initiatives include the Railway Logistics Cooperation Conference, the National Trade Promotion Program 2025, trade fairs, exhibitions, and business networking events. Alongside trade activities, investment capital inflows from China into Vietnam have also increased significantly. According to the Foreign Investment Agency, in the first quarter of 2025, China ranked third in terms of total investment capital and first in the number of projects in Vietnam. Notably, the quality of investment has been improving, with many internationally-scaled corporations in sectors such as technology, electronics, processing and manufacturing, infrastructure, renewable energy, and electric vehicles registering investment in Vietnam. During a meeting with major Chinese enterprises in February 2025, Prime Minister Pham Minh Chinh expressed his hope that Chinese businesses would continue to invest in Vietnam and consider it a key production and business hub. This, in turn, would contribute to Vietnam’s development of a digital economy, green economy, circular economy, and foster rapid and sustainable growth. In response, Chinese enterprises affirmed their interest in the Vietnamese market and expressed a desire to expand their investment and business operations, focusing on strategic infrastructure sectors in the near future.
TRADING STRATEGY
The stock market extended its winning streak for a third consecutive session, closing at 1,241 points, although liquidity declined compared to the average of the previous trading week. Capital flow has shifted from a broad-based rally to a more selective allocation, targeting leading stocks in sectors such as real estate, chemicals, basic resources, and retail. Today, the VN-Index is likely to fluctuate within the 1,240–1,250 range.
The market is currently in a recovery phase, supported by favorable news related to U.S. tariff policy. Foreign investors have eased off from aggressive net selling. Cash flow is returning to sector-leading stocks, including those in industries directly affected by reciprocal tariffs. In the coming period, the VN-Index is expected to enter a gradual upward phase with sectoral divergence, rather than the broad-based rally seen during the rebound from the 1,070–1,080 level. Investors are advised to flexibly rebalance their portfolios in line with capital flows, focusing on concentrated trades while avoiding over-diversification.
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