HIGHLIGHTED NEWS
Bilateral economic relations between Vietnam and Japan have seen many positive developments. At a meeting with a delegation of over 30 Japanese businesses organized by the Japan Chamber of Commerce and Industry (JCCI), Prime Minister Pham Minh Chinh stated that since upgrading Vietnam-Japan relations to a Strategic Partnership in 2023, economic cooperation between the two countries has been developing in an extremely positive direction, and there is still significant room for growth in investment, trade, and technology transfer. Accordingly, as of January 31st, Japan currently has 5,722 active projects in Vietnam with a total registered capital of nearly US$80 billion, ranking third among 153 countries and territories investing in Vietnam. In 2025 alone, the total newly registered capital is projected to reach US$3.7 billion, a 6.6% increase compared to the same period. In addition, Japanese investors have poured capital into a diverse range of sectors, including 19 industries, with the processing and manufacturing industry accounting for the largest share with 2,051 projects and a total capital of $48.6 billion.
TRADING STRATEGY
The stock market closed slightly lower at 1,754 points, with improved liquidity compared to the previous trading session. Selling pressure intensified in leading stocks in the banking and oil and gas sectors, and state-owned stocks in general. Conversely, leading stocks in the real estate and financial services sectors played a positive role in supporting the overall index. The VN-Index is likely to fluctuate around the 1,750-1,775 point range today.
The market continued to experience a tug-of-war with divergence. Overall sentiment remained cautious. Foreign investors resumed net buying. The VN-Index is currently showing signs of a pullback, simultaneously opening up opportunities to form a bottom in the 1,730-1,750 point range through narrowing the divergence range and putting downward pressure on a group of stocks that significantly influence the overall index. This is a suitable time for investors who tend to accumulate and hold for the medium to long term, or those who trade short-term using their existing portfolios before the long holiday. Short-term new purchases should be prioritized and controlled in stocks with good upward momentum at the base level or those supported by cash flow in subsequent trading sessions.
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