Vietnam Insight

The S&P 500 was nearly flat after the US-EU trade agreement. US stocks were little changed on Monday as investors digested a new US-EU trade agreement and looked ahead to a busy week filled with earnings reports and key economic data. The S&P 500 finished slightly higher at record levels, the Nasdaq 100 added 0.3% to extend its record close, while the Dow slipped 64 points. President Trump unveiled a tariff deal with the EU, setting a 15% baseline—down from the previously threatened 30%—as hopes for an extended US-China truce also grew. Despite easing trade tensions, market sentiment remained cautious due to continued uncertainty over the broader economic impact of tariffs

All time high. VNINDEX closed at 1,557.42 (+26.29 points, +1.72%) with extraordinary liquidity, far exceeding the 20-session average. The market had 258 stocks increasing and 81 stocks decreasing. The group of stocks contributing the most to the market's growth were VPB, VHM, VCB while VRE PLX FRT contributed to the market's decline. Foreign investors net sold about VND 1,026 billion, mainly focusing on HPG, FPT and GVR

Trading Strategy: In technical correction sessions, investors can consider disbursing part of the investment in stocks with good business results expectations and benefiting from market upgrade expectations. Investors can consider investing in stocks that have attracted foreign investors recently, such as banking and real estate.