HIGHLIGHTED NEWS
According to Savills Vietnam's forecast, 2026 is predicted to mark the beginning of a new growth cycle with pivotal changes in the industrial real estate market thanks to the positive inflow of foreign direct investment (FDI). As of the end of November 2025, registered FDI reached US$33.69 billion, and implemented FDI reached US$23.6 billion, increasing by 7.4% and 8.9% respectively compared to the same period last year. Although the majority of projects focus on ready-built factories, in terms of capital scale, up to 68% of total investment flows into land lease deals aimed at establishing large-scale, long-term production facilities in Vietnam. Vietnam's core competitive advantage remains strong due to its cost-effectiveness. By 2025, the average manufacturing labor cost in Vietnam is projected to be around $350-368 per month, significantly lower than China ($1,500 per month) or Thailand and Malaysia ($880 per month). Electricity costs for manufacturing are also estimated at only $0.076 per kWh, much lower than in China or the Philippines.
TRADING STRATEGY
The stock market continued its recovery, reaching 1,766 points with slightly increased liquidity compared to the previous trading session. Money flow improved across many sectors, led by large-cap VN30 stocks. Conversely, selling pressure emerged in individual stocks in the basic resources, oil and gas, chemical, construction, and materials sectors. The VN-Index is likely to fluctuate around 1,755-1,775 points today.
The market saw positive gains for the second consecutive session since reaching the psychological level around 1,700 points. Although selling pressure appeared relatively early, buying support remained relatively stable, helping the index quickly narrow its losses and regain positive territory as money continuously flowed into the VN30 group of blue-chip stocks. General sentiment remained cautious due to the upcoming holiday period. Foreign investors resumed net buying. The VN-Index remains highly volatile with a wide range of fluctuations. The resulting divergence in cash flow may cause the market prices of most common stocks to lack correlation with the overall index. Therefore, investors should continue to monitor their portfolios on an individual stock basis. Simultaneously, they should 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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