HIGHLIGHTED NEWS
The Vietnam Industry and Trade Information Center (under the Ministry of Industry and Trade) reported that in 2024, total bilateral trade between Vietnam and member countries of the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) is estimated at USD 102.1 billion, a 6.8% increase compared to 2023. Exports are projected to reach USD 55.8 billion, up 11.2%. Between 2019 and 2024, export growth to CPTPP markets averaged 7.7% annually, driven by key sectors such as electronics, seafood, furniture, and phones. The processing and manufacturing industry accounted for 59% of total exports, with computers and components contributing USD 5.7 billion (up 30.9%) and machinery and equipment adding USD 7.12 billion (up 22.4%). Agricultural exports like rice and rubber also saw remarkable growth of 74.9% and 118%, respectively, reinforcing Vietnam’s strong position in regional trade.
TRADING STRATEGY
The VN-Index slipped to 1,242 points, with liquidity improving compared to the previous session. Cautious sentiment persisted, with mild selling pressure observed in leading stocks from the financial, basic materials, and real estate sectors. On the other hand, stocks in technology, retail, and services provided positive momentum for the market. Today, the VN-Index is expected to move within the 1,240–1,245 range.
The market is currently in a cooling phase during a short-term recovery, targeting resistance levels at 1,255–1,260 points. Selling pressure has slightly increased ahead of the holiday, while capital flow is becoming more selective, favoring individual stocks rather than specific sectors. Blue-chip stocks continue to rotate, stabilizing the index. Although the VN-Index’s upward trend remains intact, investors are advised to focus on fundamental stocks with medium-term growth potential rather than diversifying across multiple stocks for short-term gains.
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