| Short Content |
Monthly Topic: Assessment of Vietnam’s Trade Deficit in the First 5 Months of 2026
- Vietnam Recorded a Sharp Trade Deficit in the First Five Months of the Year
- Vietnam: Electronics, Computers and Components Recorded the Largest Trade Deficit
- South Korea’s Semiconductor Exports to Vietnam Are Becoming Increasingly Prominent
- High Import Costs for Electronic Equipment from South Korea
- Optimistic Outlook for the Current Account Balance Toward Year-End
Global Macroeconomy
- Uncertainty Surrounding the Middle East Conflict Continues to Affect the Global Macroeconomic Landscape
- Global Monetary Policy: Rising Inflationary Pressure Due to War
- Global Commodity Price and Equity Market Developments
Vietnam Macroeconomy
- Forecasts for Key Vietnam Macroeconomic Indicators
- Key Policy Highlights: Q2/2026 Focuses on Removing Legal Bottlenecks
- Elevated Inflation Supports Nominal Consumption Growth
- Monetary Policy: Pressure from Inflation and Exchange Rates
- Monetary Policy: Tight System Liquidity
- Monetary Policy: Second-Round Effects of Cost-Push Inflation Are Broadening
- Fiscal Policy: Public Investment Disbursement — Ambitious Target, Slow Progress
- Exchange Rates and Trade: Exchange Rate Remains Relatively Stable Despite a Large Trade Balance Deficit
- Industrial Production and FDI Maintain Stable Growth in Line with Trade Activity
- Corporate Bond and Government Bond Markets: Market Liquidity Remains Smooth
- Vietnam Macroeconomic Heatmap
Vietnam Stock Market
- Market Liquidity Has Yet to Show Broad-Based Support for the Index’s Uptrend
- Market Valuation Continues to Hover Around Its Historical Average
- Liquidity Moves Sideways as Cautious Sentiment Dominates the Market
- New Securities Account Openings Increase, but Real Capital Flows Remain on the Sidelines
- Foreign Capital Continues to Record Net Outflows
- Net Selling Pressure Continues to Dominate ETF Flows
- Derivatives Market Trading Remains Subdued
- State-Owned Enterprise Stocks Continue to Lead the Market on Divestment and Equitization Themes
- Net Profit Growth and Sector Performance: A Divergent Picture in the First Five Months of 2026
- Investment Performance of BSC30 and BSC50 Compared with the VN-Index
- BSC30 and BSC50 Portfolios
Appendix
- June 2026 Event Calendar
- 2026 Event Calendar
- Domestic and Global Equity Market Developments
|