HIGHLIGHTED NEWS
According to S&P Global, Vietnam's manufacturing PMI rose to 54.3 points in February 2026 from 52.5 in the previous month, marking its highest level in four months and extending its streak of staying above 50 points to eight consecutive months. Manufacturing output saw its fastest growth in 19 months, driven by the continued expansion of new orders for the sixth consecutive month, reaching its highest level since October 2025. This has motivated businesses to increase recruitment and raw material procurement, gradually clearing backlogs and strengthening production capacity. Consequently, while input demand has led to a slight increase in production costs, businesses have proactively adjusted selling prices according to market developments, contributing to maintaining operational balance. As a result, business confidence continued to improve, marking its fifth consecutive positive month and its highest level since September 2022.
TRADING STRATEGY
The stock market declined to 1,846 points, with liquidity reaching its highest level in about four months. Market divergence was quite strong, with increased selling pressure across most sectors except for oil and gas, chemicals, utilities, minerals, and transportation. Sectors with the least positive impact on the overall index included finance, real estate, construction, and materials. The VN-Index is likely to fluctuate around 1,830-1,860 points today.
The market faced significant downward pressure at the start of the week's trading session following negative news from the global geopolitical situation. Cautious sentiment amidst continuously complex developments led to shifts in the supply-demand balance throughout the session, with selling pressure increasing in the final minutes. In contrast to domestic investor caution, foreign investors resumed net buying. Based on preliminary assessments, the VN-Index is currently in a volatile, short-term downward correction trend. This development will likely require flexible monitoring based on international news and market developments. Investors should carefully control their portfolio allocation and consider increasing their holdings in medium-term strategic portfolios when supportive reversal signals appear. Short-term trading should be flexible and adapt to cash flow movements.
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