HIGHLIGHTED NEWS
According to the General Statistics Office, by the end of November 2025, realized FDI capital reached 23.6 billion USD, an increase of 8.9% over the same period last year and the highest level in the past 5 years. Of which, the processing and manufacturing industry attracted 19.56 billion USD, accounting for 82.9%. Total registered FDI capital reached 33.69 billion USD, including 15.96 billion USD of newly granted capital, 11.62 billion USD of adjusted capital and 6.11 billion USD of contributed capital to buy shares. The capital structure continues to focus on key manufacturing industries, thereby consolidating investment resources and supporting production expansion capacity.
The State Bank leader said that by November 27, 2025, economic credit reached over VND 18.2 million billion, an increase of 16.56% compared to the end of 2024. Currently, the liquidity of the credit institution system is still guaranteed, the monetary market is basically stable, the exchange rate fluctuates flexibly in accordance with market conditions, the lending interest rate level continues to decrease, the average inflation in the first 11 months of 2025 is 3.29% (target is 4.5-5%), core inflation is 3.21%.
TRADING STRATEGY
The stock market continued to recover and closed at 1,741 points with liquidity falling below the weekly average. Divergence increased. Selling pressure increased across most groups and sectors, especially leading stocks in the finance, F&B, technology, and chemical sectors. Meanwhile, cash flow tended to concentrate mainly on large-cap stocks in the real estate, tourism, and consumer goods sectors. The VN-Index today is likely to fluctuate around the 1,730-1,750 point range.
The market had its fourth consecutive week of gains with average liquidity improving. Although selling pressure showed signs of a slight increase in the last trading session of the week, overall, the supply-demand balance remained relatively stable. The fact that cash flow has partly returned to public stocks in the basic group, with market prices at a reasonable level compared to growth prospects for the next year, and foreign investors have increased their selective net buying will be the main supporting factors for the VN-Index's upward momentum towards the 1,780-1,800 point area in the coming time. Investors can consider screening, restructuring short-term portfolios towards controlled concentration or trading with available goods to optimize short-term positions. On the other hand, buying activities for a medium- and long-term vision can completely continue to take place in the group of basic stocks, with attractive valuations or breakthrough prospects in the late 2025 and the first half of 2026.
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