Vietnam Insight

Waiting for the US PCE inflation report. The S&P 500 declined 1.1% and the Nasdaq 100 dropped 2%, ending a three-day rally, while the Dow Jones lost 134 points. Uncertainty surrounding the scope and impact of these tariffs has fueled market volatility, raising fears of retaliation and broader economic fallout. Meanwhile, energy stocks gained as oil prices climbed following US threats of tariffs on nations buying Venezuelan crude. Investors now await Friday’s PCE inflation report, a key factor in the Federal Reserve’s next policy decision. 

Decreasing volume. VNINDEX closed at 1,326.09 (-5.83 points, -0.44%) with liquidity slightly below average. The market had 176 green codes and 286 red codes. The group of stocks contributing the most to the market's increase was HPG, TCB, GAS while FPT VCB and CTG contributed to the market's decrease. Except for the technology group, the remaining sectors had small fluctuations during the session. Foreign investors net sold 512 billion VND, focusing mainly on FPT, TPB, DBC

Trading Strategy: The market has shown positive signals, breaking out of the sideways trading channel. The VN-Index is likely to maintain its uptrend to reach 1,350 points. After several consecutive rising sessions, the VN-Index may experience alternating declining sessions in the coming weeks. Investors can increase their positions during these declining sessions with average liquidity and a narrow spread. In a negative scenario, if the 1,280-1,300 point level is lost, investors may reduce their portfolio weight to manage risk.

Summary of AGM of BWE 2025: Continuing M&A strategy and increasing capacity