HIGHLIGHTED NEWS
According to the General Department of Customs, Vietnam's import and export turnover in 2025 is estimated to reach US$920 billion, an increase of 16.9% compared to 2024, and is expected to reach US$900 billion between December 22-26, 2025. Of this, exports are projected at US$470.59 billion (up 15.9%), and imports at US$449.41 billion (up 18%), reflecting a clear recovery in trade. The export structure continues to favor processed industrial goods, with an estimated turnover of US$400 billion, accounting for 85.2%, while the agricultural and aquatic products group reached US$44.46 billion, accounting for 9.5%. On the import side, 49 out of 53 product groups exceeded $1 billion, with 8 groups exceeding $10 billion, totaling $281 billion, accounting for 63%, mainly concentrated in goods serving production such as electronic components, machinery, and raw materials. Regarding markets, two-way trade with China and the United States reached $422 billion, equivalent to 46% of total export turnover. Looking ahead to 2026, exports are projected to maintain growth thanks to recovery in major markets and the trend of monetary easing, coupled with the requirement to increase the localization rate to narrow the trade deficit.
TRADING STRATEGY
The stock market declined, falling to near the 1,730 point mark, with liquidity reaching its highest level in over a month. Selling pressure remained concentrated mainly on a few individual stocks in the real estate, finance, industrial services, chemical, construction, and materials sectors. Conversely, supportive capital flows emerged in the basic resources, retail, oil and gas, and utilities sectors. The VN-Index is likely to fluctuate around the 1,720-1,740 point range today.
The market continued to face selling pressure early in the day, following the decline of the previous trading session. However, the fact that this downward pressure was mainly concentrated on a few individual stocks helped stabilize overall sentiment towards the end of the afternoon. Consequently, capital flows tended to reverse back towards fundamental stocks, which had been discounted to attractive price levels compared to medium-term holding prospects. According to preliminary assessments, this temporary narrowing of the decline is due to reduced selling pressure and fundamental money flow supporting the index. The market may still need more time to stabilize the supply-demand balance and differentiate sufficiently to officially bottom out and identify the leading sectors for the next upward cycle. In the short term, the VN-Index is likely to continue fluctuating within a wide range around 1,700-1,750 points. Therefore, investors should temporarily prioritize controlling their portfolios on individual stocks and focus more on accumulating and holding fundamentally sound stocks with attractive valuations for the medium term or the first half of 2026.
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