HIGHLIGHTED NEWS
At the 10th session, the National Assembly voted to pass the Resolution on the Socio-Economic Development Plan for 2026. Thereby, the National Assembly requested to achieve the main targets including a growth rate of gross domestic product (GDP) of 10% or more, GDP per capita of 5,400-5,500 USD, and an average growth rate of consumer price index (CPI) of about 4.5%.
According to preliminary data from the Customs Department, in the first 10 months of 2025, trade turnover between Vietnam and ASEAN reached 75.2 billion USD. Of which, exports reached 31.8 billion USD, up 2.8%; imports reached 43.4 billion USD, up 13.1% over the same period last year. Thailand continues to be Vietnam's largest export market in the bloc, with a turnover of 7.09 billion USD, up 8.9%.
TRADING STRATEGY
The stock market closed in a slight red at 1,631 points with liquidity decreasing compared to the previous session. Divergence returned. Downward pressure appeared in large-cap stocks in the finance, real estate, construction and materials sectors in the context of supporting cash flow tending to seek stocks in the service, industrial, oil and gas and chemical sectors. The VN-Index today is likely to fluctuate around the 1,620-1,645 point area.
The market fluctuated within a narrow range after two previous positive recovery sessions. Cautious sentiment caused liquidity to remain low and cash flow tended to concentrate more on individual stocks, which are assessed to have positive growth potential or have attractive valuations compared to the fundamental outlook. The VN-Index in the short term is likely to fluctuate to test the balance of supply and demand before moving up again towards the resistance area of 1,655-1,665 points. Investors should pay attention to controlling the proportion and managing the portfolio in the short term according to the price fluctuations of individual stocks instead of the general index. Buying activities for the medium and long term vision can be considered to be implemented in part at support price zones, prioritizing basic stocks with good growth potential or in attractive areas compared to the valuation period of 2025-2026.
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