HIGHLIGHTED NEWS
After 40 consecutive working days, on December 11th, the National Assembly officially completed all the contents and programs set out in the 10th Session of the 15th National Assembly. At the closing session, the National Assembly voted to approve 51 laws and 39 resolutions, including 8 normative legal resolutions, equivalent to nearly 30% of the total number of laws and normative resolutions issued during the entire term. Among these, some notable points aimed at expanding the economic development space include: (1) Applying special investment procedures and approving the construction of a Free Trade Zone in Ho Chi Minh City; (2) Supporting investors in recovering the remaining land area if the agreement rate reaches over 75% for the area and number of land users; (3) Reducing 30-50% of inspection and appraisal procedures, shortening the time for approving infrastructure and real estate projects; (4) Through a series of projects aimed at developing infrastructure such as highways-ring roads, new/expanded airports,….
TRADING STRATEGY
The stock market declined, closing near the 1,700-point mark with low liquidity compared to the weekly average. Market divergence continued. Selling pressure was mainly concentrated on leading stocks in the financial, real estate, and tourism sectors. Conversely, mid- and small-cap stocks in the basic resources, construction, and materials sectors played a positive role in supporting the overall index. The VN-Index is likely to fluctuate around the 1,685-1,710 point range today.
The market experienced its third consecutive day of decline, retreating close to the 1,680-1,700 point support level. While selling pressure wasn't overwhelming, cautious sentiment weakened capital flows, mostly occurring only as supply slowed. Although the VN-Index is in a less positive state in terms of points in the short term, this downward pressure is largely concentrated on a few specific stocks. Overall, many fundamentally sound stocks with good growth prospects are currently hovering around attractive price levels and are unlikely to face significant challenges in moving upwards as macroeconomic factors gradually stabilize, laying the foundation for the next fiscal year. Therefore, investors should focus on concentrated trading, avoid spreading themselves too thin, and control their portfolios by individual stocks, prioritizing fundamentally sound stocks for medium-term goals in the first half of 2026.
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