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Monthly Topic: Trade War 2.0
- Reviewing the Trade War – Donald Trump’s First Term
- Impact of Trump’s First-Term Trade Policies – Trade Flows
- Impact of Trump’s First-Term Trade Policies – Financial Markets
- Trump's Trade Policy 2.0 – Event Timeline
- Trump's Trade Policy 2.0 – Trade War Scenarios
- Trump's Trade Policy 2.0 – Impact Forecast (Base Scenario)
- Vietnam - U.S. Trade in 2024
- Impact on Vietnam
- Impact of Trump 2.0 on Vietnam's Import-Export Sector
Global economy
- Global macro economies
- Global monetary policies
- Global commodity prices and stock markets
Vietnam economy
- Vietnam macroeconomic forecast
- Notable policies
- GDP growth and Consumption
- Monetary policy
- Fiscal policy
- Exchange rate and Import-Export
- FDI and PMI
- Corporate bond and government bond
- Monthly Macro Heatmap
Vietnam Stock Market
- Domestic stock market movements and forecast
- Market valuation
- Liquidity and structure
- Individual investors in the market
- Foreign cashflow
- ETF cashflow: Domestic ETFs reverse to net outflows
- Derivatives: Observed recovery compared to end of 2024
- Performances of sectors
- Sectors business results
- Investment rate of BSC30, BSC50 compared with VN-Index
- BSC30, BSC50 portfolio
Appendix
- Events calendar 2025
- Events calendar February 2025
- Vietnam and world stock markets
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