HIGHLIGHTED NEWS
According to the Ministry of Finance, in the first quarter of 2025, Vietnam’s total social investment capital reached VND 666.5 trillion, an increase of 8.3% compared to the same period last year. By sector, investment from the State sector reached VND 184.2 trillion, accounting for 27.7% of total investment and increasing by 13.7% year-on-year. The non-State sector reached VND 361.5 trillion, accounting for 54.2%, up 5.5%. The foreign direct investment (FDI) sector reached VND 120.8 trillion, accounting for 18.1%, up 9.3%. Specifically, regarding foreign investment into Vietnam, total newly registered capital, adjusted capital, and capital contributions or share purchases by foreign investors reached nearly USD 10.98 billion, a 34.7% increase over the same period. Disbursed capital for FDI projects reached approximately USD 4.96 billion, up 7.2% year-on-year. As of March 31, 2025, Vietnam had 42,760 valid FDI projects with a total registered capital of USD 510.5 billion. Cumulative disbursed capital from these projects reached nearly USD 327.5 billion, equivalent to about 64.2% of total effective registered capital. By sector, foreign investors invested in 18 out of 21 national economic sectors, with the manufacturing and processing industry leading at over USD 6.79 billion in total investment. Real estate ranked second with more than USD 2.39 billion, followed by professional, scientific and technological activities; and wholesale and retail, with total registered capital of nearly USD 591 million and over USD 272 million, respectively.
TRADING STRATEGY
The stock market maintained a positive momentum, closing the week at 1,229 points with improved liquidity compared to the previous session. Market divergence continued, with capital flows tending to favor leading stocks in sectors such as real estate, F&B, basic resources, oil & gas, and services. Meanwhile, some individual stocks in the financial and technology sectors experienced downward pressure. Today, the VN-Index is expected to fluctuate around the 1,230–1,240 point range.
The market is currently in a recovery phase after testing the 1,140–1,150 point support zone and is aiming to break through the key resistance level of 1,250 points. Selling pressure is decreasing, and liquidity is improving despite sectoral divergence. Various industry groups are taking turns to rise, helping to support the overall index. The VN-Index is likely to continue its gradual upward trend, supported by fundamental information from Q1 2025 earnings reports and business plans for 2025 from listed companies, while awaiting the outcomes of international trade negotiations. Investors may consider increasing the proportion of fundamentally strong stocks in their portfolios, with a focus on concentrated trading and limiting over-diversification.
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