HIGHLIGHTED NEWS
On November 10, the Office of the United States Trade Representative (USTR) announced a three-month extension—until February 28, 2027—of its investigation into the protection and enforcement of intellectual property rights in Vietnam. The investigation, which began in May 2026, could potentially lead to the imposition of additional import tariffs on Vietnamese goods, which are currently subject to a general tariff rate of 12.5%. Furthermore, the U.S. is conducting a separate investigation into allegations of excess production capacity in Vietnam.
Vietnam and Japan have unveiled details regarding cooperation programs focused on loans and high technology. Key initiatives include 43.1 billion yen ($273 million) in Official Development Assistance (ODA) loans for the Vietnam-Japan University project and the O Mon III thermal power plant. The two sides are also co-funding 11 semiconductor research projects with a total of 497 billion VND—of which Japan is contributing 430 billion VND—with a focus on AI chips and next-generation semiconductor technology. Additionally, the two nations have agreed to advance 15 energy cooperation projects, including LNG-based power initiatives, while also strengthening collaboration on the development of nuclear power and the establishment of national energy reserves.
TRADING STRATEGY
The stock market experienced a positive recovery, closing at 1,743.07 points with liquidity exceeding the 20-day average. The VN-Index rose, driven by broad-based gains across most sectors, including Real Estate, Financial Services, Banking, F&B, and Technology. Conversely, selling pressure intensified in the Oil & Gas, Chemicals, Insurance, and Personal & Household Goods sectors. Foreign investors returned to a net-buying position. Capital flows tended to concentrate on leading, widely-held stocks with attractive valuations, following positive domestic macroeconomic news. In the short term, the index is likely to approach the 1,760–1,780 resistance zone, with the potential for increased capital inflows into these key leading stocks.
Today, the VN-Index may fluctuate within the 1,730–1,760 point range. Investors should continue to monitor market developments closely and may consider increasing their equity exposure—evaluating individual stocks based on their specific characteristics—within their short, medium, and long-term portfolios, provided that positive signals continue to strengthen.
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