Title BSC Navigator | M09.2025: The growth cycles of the Vietnamese stock market
Report Type Phân tích vĩ mô
Source BSC
Bussiness HOSTC
Detail Date : 15/09/2025
Total pages : 0
Language : English
File Type : .PDF
FileSize : 4073 Kb
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Short Content

Monthly topic: The growth cycles of the Vietnamese stock market

  • Comparing the growth cycles of the Vietnamese stock market

  • The macroeconomic context during the growth cycles of the Vietnamese stock market

Global macroeconomies

  • Global macroeconomies

  • Global monetary policies

  • Global commodity prices and stock markets

Vietnam macroeconomy

  • Vietnam macroeconomic forecast

  • Notable policies

  • Gold price and exchange rate

  • Comparison between Decree 232/2025/ND-CP and Decree 24/2012/ND-CP

  • 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

  • ETFs cashflow

  • Derivatives market

  • Performances of sectors

  • Sectors business results

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

  • BSC30, BSC50 portfolios

Appendix

  • Events calendar September 2025

  • Events calendar 2025

  • Vietnam and International stock markets