Title February 2025_Trade war 2.0
Report Type Phân tích vĩ mô
Source BSC
Bussiness HOSTC
Detail Date : 14/02/2025
Total pages : 0
Language : English
File Type : .PDF
FileSize : 4274 Kb
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Short Content

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