HIGHLIGHTED NEWS
According to the General Statistics Office, Vietnam's economy continued its positive growth momentum in the first five months of 2026. Specifically, the industrial production index (IIP) increased by 9.1% year-on-year, the highest increase for the first five months in the last four years. Investment flows continued to improve, with total registered FDI reaching US$24.81 billion, an increase of 34.9%, and implemented FDI reaching US$9.75 billion, an increase of 9.6%. Meanwhile, investment from the state budget reached VND 254.1 trillion, an increase of 11.2% year-on-year and equivalent to 24% of the annual plan. In addition, disbursement of public investment reached VND 219.4 trillion, equivalent to 21.6% of the plan assigned by the Prime Minister. Trade activities maintained strong growth momentum with total import and export turnover reaching a record high of US$445.12 billion, an increase of 25%, of which exports reached US$215.66 billion (up 19.5%) and imports reached US$229.46 billion (up 30.8%), resulting in a trade deficit of US$13.8 billion. Notably, total retail sales of goods and consumer service revenue reached VND 3,185 trillion, an increase of 11.2%. Meanwhile, the average CPI for the first five months increased by 4.31% year-on-year and core inflation increased by 4.04%.
TRADING STRATEGY
The stock market continued its downward trend, falling to 1,819 points with slightly lower trading volume compared to the previous session. Market differentiation was quite evident. Selling pressure appeared early but mainly affected a few key real estate stocks. Meanwhile, capital flows showed a slight improvement and spread across many sectors, led by large-cap stocks in finance, technology, and basic resources. Foreign investors maintained a net selling position. Thus, after six consecutive sessions of declines amidst cautious sentiment and weakening capital flows, the market has begun to show positive signs as demand gradually returns to highly marketable sectors around the 1,800-point mark. This move could very well be an important signal to stabilize the supply-demand balance and the index could soon reverse its downward trend in the short term.
The VN-Index is likely to fluctuate around the 1,810-1,835 point range today. Investors may consider gradually opening controlled buy positions in medium-term strategic stocks with attractive valuations based on the company's intrinsic factors. Short-term trading should be flexible and adapt to cash flow movements.
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