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Monthly topic 1: Private sector Development
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The era of national ascent driven by the Four Strategic Pillars
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"Accelerating” implementation of Resolution 68 with key mechanisms focused on private sector development
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Main views on socialist-oriented market economy from the 6th National Party Congress to the present
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Private economy has been mentioned throughout the National Party Congresses from 1986 - present
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Summary of key incentive policies in Resolution No. 198/2025/QH15
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Summary of tasks and deadlines under Resolution No. 139/NQ-CP
Monthly topic 2: Update on Vietnam’s stock market upgrade progress
Global economy
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Trade War – Tariff Overview 2025
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Trade War – Tools that President Trump is able to impose tariff policy
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Trade War – Tariff scenarios for Vietnam
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Global macro economies
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Global monetary policies
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Global commodity prices and stock markets
Vietnam economy
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Vietnam macroeconomic forecast
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Notable policies
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GDP Growth and Consumption
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Monetary policy
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Fiscal policy
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Exchange rates and Import-Export
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FDI and PMI
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Corporate bond and Government bond
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Monthly macro heatmap
Vietnam stock market
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Domestic stock market movements and forecast
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Market valuation
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Liquidity and structure
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Individual investors in the market
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Foreign cashflow
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ETF cashflow
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Derivatives market
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Performances of sectors
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Sectors business results
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Investment returns of BSC30 and BSC50 compared to the VN-Index
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BSC30, BSC50 portfolios
Appendix
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