Vietnam Insight

In Wednesday’s regular session, the Dow surged 3.57%, the S&P 500 rose 2.53%, and the Nasdaq Composite gained 2.95%. The surge followed investor optimism that a second Trump administration would usher in pro-business policies, including tax cuts, deregulation, and tariffs, which are seen as catalysts for economic growth and corporate earnings. Leading the charge were sectors expected to benefit most from Trump’s agenda, such as financials, energy, and industrials. Megacap tech stocks also saw strong gains, while renewable energy stocks and Chinese companies lagged.

VNINDEX closed at 1,261.28 (+15.52 points, +1.25%) with improved liquidity but still below the 20-session average. The market had 305 green codes and 69 red codes. The group of stocks contributing to the market's increase included GVR BID and TCB while HVN DHG and MWG contributed to the market's decline. Most industry groups recovered positively during the session, with the highlight from the industrial park real estate group. Foreign investors net sold more than VND362 billion, mainly focusing on MSN and VHM.

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