HIGHLIGHTED NEWS
As of January 31, 2025, the Ministry of Finance estimates that public investment capital disbursement for 2024 will reach 93.06% of the Prime Minister’s assigned target, equivalent to VND 635,579.9 billion, accounting for 84.47% of the total plan. Notably, 16 out of 46 ministries and central agencies, along with 37 out of 63 localities, exceeded the national average. Among these, Vietnam Television and the Vietnam Bank for Social Policies achieved a 100% disbursement rate, while Hai Phong, Soc Trang, and Dong Thap surpassed 99%. Particularly, the Economic Recovery and Development Program recorded a high disbursement rate of 97.38%, with the Ministry of Public Security and the Ministry of Transport achieving full disbursement, reflecting strong efforts in driving disbursement and economic growth.
According to a 2024 survey by the Japan External Trade Organization (JETRO), 56.1% of Japanese businesses in Vietnam plan to expand operations within the next 1–2 years, the highest rate in ASEAN. Additionally, 64.1% of these businesses expect to be profitable in 2024, marking the first time in five years that this figure has exceeded 60%. The manufacturing sector saw 70.2% of enterprises report profits, an increase of 8.7 percentage points compared to the previous year. Four key subsectors achieved profitability rates above 80%, including transportation machinery components, medical/precision equipment, plastic products, and chemicals/pharmaceuticals. The non-manufacturing sector also showed improvement, with 58% of businesses reporting profits, up 11.2 percentage points.
TRADING STRATEGY
The stock market rebounded strongly, closing near 1,260 points with improved liquidity. Capital inflows spread across the market, led by VN30 large-cap stocks and key financial sector equities. Today, the VN-Index is expected to fluctuate within the 1,265–1,270 range.
The market is on a recovery trajectory, targeting the next resistance zone of 1,290–1,300 points. Large-cap stocks and select fundamentally strong individual stocks are effectively attracting investment and driving the index upward. Investors are advised to focus on holding and selectively increasing the proportion of key stocks in their strategic portfolios.
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