HIGHLIGHTED NEWS
According to data from the Ministry of Construction, as of the end of Q3/2025, the average primary selling price of condominium units in Hanoi reached 95 million VND/m², with more than 43% of new supply priced above 120 million VND/m². Meanwhile, mortgage interest rates at many banks have shown signs of edging up, as preferential loan packages have been temporarily suspended and floating-rate mortgage rates have tended to fluctuate in the range of 10–14% per year.
Data from the Vietnam Association of Realtors Institute for Real Estate Market Research and Evaluation (VARS IRE) shows that by the end of Q3/2025, approximately 30% of transaction volume in the southern market came from northern investors, up 10% compared to Q2 and double the level recorded in the same period last year.
TRADING STRATEGY
The stock market closed the week at 1,635 points, with average weekly liquidity falling to its lowest level in the past six months. Capital flows showed signs of improvement in mid-cap and small-cap stocks in the real estate, oil & gas, and industrial services sectors, as well as in several leading stocks in the basic materials and retail industries. The VN-Index is likely to fluctuate today within the 1,630–1,645 point range.
The market continues to exhibit a narrow-range consolidation pattern. Although overall sentiment remains relatively cautious, liquidity has begun to show signs of stabilizing. Selling pressure is no longer significant and is mainly concentrated in a few stocks that influence the index’s movements. Foreign investors continued to record net selling in aggregate but increased selective net buying in certain individual stocks. The VN-Index is currently in a short-term recovery trend, aiming toward the near-term resistance zone of 1,655–1,665 points. Investors should pay attention to position sizing and short-term portfolio management based on the price movements of individual stocks rather than the broader index. Accumulation for medium- to long-term positions may be considered gradually at support levels, with priority given to fundamentally strong stocks with solid growth potential or those trading at attractive valuations for the 2025–2026 period.
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