HIGHLIGHTED NEWS
According to the Ministry of Construction's report, the planning work for the two railway lines Hanoi – Dong Dang (156 km) and Hai Phong – Ha Long – Mong Cai (187 km) is being accelerated and is expected to be completed this year to strengthen connectivity with China and form an international logistics corridor. This will contribute to reducing transit costs, shortening transport time, and increasing customs clearance volume. It is expected that these lines will allow passenger and freight trains to run directly from Hanoi to major Chinese cities such as Nanning. The Department of Domestic Market Management and Development, in coordination with the Vietnam Commodity Exchange (MXV) and relevant enterprises, held a discussion on the plan for listing and trading silver ingots, aiming to standardize trading activities and promote the development of a modern commodity market. The implementation plan is expected to include two phases: (1) Pilot trading of physical goods domestically; (2) Connection with the international market when stable operation is achieved.
TRADING STRATEGY
The stock market declined, falling back to near the 1,700-point mark, with improved liquidity compared to the previous trading session. Selling pressure increased in large-cap stocks, especially in the financial, energy, and chemical sectors. Conversely, capital tended to concentrate more in mid- and small-cap stocks in the real estate, construction, and materials sectors. The VN-Index is likely to fluctuate around the 1,690-1,715 point range today.
The market maintained a sideways trend around the 1,700-point mark with average liquidity remaining low compared to the previous period. Although the impact of multi-directional global fluctuations on the domestic market has significantly decreased, the overall sentiment remains quite cautious. Selling pressure persists when stock prices recover to a certain level. This means that the VN-Index is likely to maintain a sideways trend with short-term divergence, awaiting further positive support from both domestic and international sources. This will help stabilize capital flows and allow sectors capable of absorbing liquidity to regain their leading position in driving the index upward. Investors should continue to hold stocks with a reasonable proportion; they may consider increasing their strategic portfolios with a medium- to long-term outlook when a reversal in support emerges accompanied by valid signals. Short-term trading should be flexible and adapt to capital flow developments.
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