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Monthly topic: Vietnam in the U.S. AI value chain
- AI Development Strategy in the United States
- Policies to promote AI: Highly accommodative support focused exclusively on the United States
- Key AI development value chains: Led by U.S. companies
- U.S. semiconductor manufacturers
- Chips: The Brain of AI
- U.S. AI chip production capacity: Leading in chip design
- U.S. AI Hardware Manufacturing Capacity: Fabless
- U.S. AI Chip Manufacturing Capacity: Efforts to Reshore the AI Chip Supply Chain
- Vietnam in the U.S. AI Value Chain – Vietnamese Exported Goods
- Vietnam in the U.S. AI Value Chain – Packaging and Testing
- Vietnam in the U.S. AI Value Chain – AI Chip Design / AI Model Development
Global economies
- Global macroeconomies
- Global monetary policies
- Global commodity prices and stock markets
Vietnam macroecnomy
- 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
- ETFs cashflow
- Derivatives market performance
- Performances of sectors
- Sectors business results
- Investment returns of BSC30 and BSC50 compared to the VN-Index
- BSC30, BSC50 portfolios
Appendix
- Events calendar December 2025
- Appendix: Events calendar 2025
- Diễn biến TTCK trong nước và thế giới
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