HIGHLIGHTED NEWS
Continuing the agenda of the 10th Session of the 15th National Assembly, at the meeting held on December 10, 2025, the National Assembly voted to approve the Resolution on adjusting the National Master Plan for the period 2021-2030, with a vision to 2050. Several notable targets were approved, including:
- An average GDP growth rate of over 8% per year during the period 2021-2030; and 10% or more during the period 2026-2030.
- The service sector's share of GDP will reach over 50%, the industrial and construction sector over 40%, and the agriculture, forestry, and fisheries sector under 10%.
- Additional targets were set for the industrial and manufacturing sector's share of GDP to reach approximately 28%.
- The digital economy's share of GDP will reach approximately 30%.
- The contribution of total factor productivity (TFP) to growth reached over 55%.
- The country's development space is divided into 6 socio-economic regions, with an urbanization rate of over 50%.
TRADING STRATEGY
The stock market closed in the red at 1,718 points with significantly reduced liquidity compared to the previous trading session. Market divergence continued. Selling pressure was mainly concentrated on large-cap stocks in the real estate, industrial services, and tourism sectors. Meanwhile, supportive capital tended to flow into leading stocks in the banking, financial services, and basic resources sectors. The VN-Index is likely to fluctuate around 1,705-1,725 points today.
The market experienced its second consecutive day of decline as selling pressure unexpectedly intensified on some key VN30 stocks that had previously played a moderating role. Despite the significant index volatility, the overall supply and demand balance across the market remains relatively stable. Furthermore, cash flow is showing signs of improvement in fundamental stocks, with discounted prices reaching attractive levels compared to year-end valuations and growth prospects in the first half of next year. This is a period where the VN-Index may experience asymmetrical fluctuations across most sectors compared to the overall index. Therefore, investors should focus on concentrated trading, avoid spreading themselves too thin, and control their portfolios by individual stocks, prioritizing fundamental stocks for medium-term goals in the first half of 2026.
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