HIGHLIGHTED NEWS
According to the Ministry of Finance, in the 12 months of 2025, the total registered investment capital, including new investments, adjustments, and capital contributions through share purchases and equity investments by foreign investors, reached over US$38.4 billion, an increase of 0.5% compared to the same period. The disbursed capital of FDI projects is estimated at over US$27.6 billion, an increase of 9% compared to the same period, the highest level in the past five years. Regarding capital flows and investment structure, although newly registered capital decreased by 12.2% compared to the same period, adjusted capital increased (0.8%) and capital contributions and share purchases increased sharply by 54.8%. Currently, there are 45,416 active FDI projects nationwide with a total registered capital of approximately US$529.6 billion. The cumulative disbursed capital of FDI projects is estimated at US$350.22 billion, equivalent to about 66.1% of the total registered investment capital still in effect. Regarding trade activities, in 2025, the FDI sector will continue to play a leading role in the economy's exports, with a trade surplus of over $49.6 billion including crude oil and a trade surplus of $48.2 billion excluding crude oil. Meanwhile, the domestic enterprise sector will have a trade deficit of over $30.6 billion.
TRADING STRATEGY
The stock market continued its recovery, closing at 1,877 points with improved liquidity. Market differentiation intensified as selling pressure increased in leading stocks in the real estate, oil and gas, and insurance sectors. Conversely, capital flow tended to spread slightly from large-cap stocks to mid- and small-cap stocks, led by banking, financial services, basic resources, and industrial services sectors. The VN-Index is likely to fluctuate around 1,870-1,895 points today.
After six consecutive positive trading sessions, the market returned to a state of consolidation with a narrow sideways trading range for the second consecutive session. Although the index remained flat, the downward pressure mainly came from a few key stocks with significant influence on the overall market. Capital flow remains stable and shows signs of spreading from large-cap stocks to mid- and small-cap stocks. Foreign investors increased their net buying position. Overall, the main trend of the VN-Index remains upward, and in the near future, the index's volatility may not fully reflect the momentum and expected potential of the majority of stocks on the exchange. Therefore, investors should prioritize trading and managing their portfolios based on the individual characteristics of each stock, prioritizing accumulating and holding for the medium to long term. Short-term trading should be flexible, following the trend of money flow, and avoiding chasing prices when they rise sharply.
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