Title BSC Navigator | M08.2025: Direct and indirect investment capital flows from China to Vietnam
Report Type Phân tích vĩ mô
Source BSC
Bussiness HOSTC
Detail Date : 14/08/2025
Total pages : 0
Language : English
File Type : .PDF
FileSize : 4813 Kb
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Short Content

Monthly Topic: Direct/Indirect Investment Capital Flows from China to Vietnam

  • China’s economic context

  • China’s “Dual Circulation” strategy

  • Trends in China’s Outbound Direct Investment (ODI)

  • Trends in China’s Outbound Portfolio Investment (FPI)

  • Outlook for China’s ODI/FPI in Vietnam

  • ODI Inflows into Vietnam

  • Notable ODI projects

  • FPI inflows into Vietnam

  • Major Chinese investment funds in Vietnam

Global macroeconomics

  • Trade war – Latest developments from the U.S.

  • Trade war – Goods from Vietnam

  • Trade War – Tools that President Trump is able to impose tariff policy

  • Trade War – Tariff scenarios for Vietnam

  • Global macroeconomics

  • Global monetary policy

  • Global commodity prices and stock market developments

Vietnam macroeconomics

  • Vietnam macroeconomic forecast

  • Notable policies

  • GDP Growth and Consumption

  • Monetary policy

  • Fiscal policy

  • Exchange rates 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

  • Derivatives market

  • Performances of sectors

  • Sectors business results

  • Investment returns of BSC30 and BSC50 compared to the VN-Index

  • BSC30, BSC 50 Portfolios

Appendix

  • Items considered “semiconductors” as defined in document "Clarification of Exceptions Under Executive Order 14257 of April 2, 2025, as Amended" dated 11/04/2025

  • Events calendar August 2025

  • Events calendar 2025

  • Vietnam and International stock markets