Vietnam Insight

Welcoming the new week with plenty of economic updates. US stock futures edged lower on Monday as investors positioned for a pivotal week dominated by Federal Reserve policy signals and a heavy slate of corporate earnings. More than 90 S&P 500 companies are set to report quarterly results, including major technology names such as Apple, Microsoft, Meta Platforms, Tesla and IBM. The Fed is widely expected to keep interest rates unchanged at its upcoming meeting, with markets focused on forward guidance for indications on the timing of the next rate cut. On the macro front, investors will assess a busy run of data releases, including US durable goods orders, producer prices, exports and imports, and house price figures. Market volatility intensified last week after President Donald Trump briefly threatened several European countries with new tariffs as part of a bid to take over Greenland, before later reversing course following a framework agreement toward a future deal.

Liquidity is expected to improve, maintaining the upward trend. VNINDEX closed at 1,870.79 (-11.94 points, -0.63%) with trading volume falling below the average of the last 20 sessions. The market saw 238 gainers and 92 losers. The stocks contributing most to the index's rise were VIC, VHM, and VJC; the stocks contributing most to the index's decline were VCB, GAS, and BID. Foreign investors net sold VND 200 billion, focusing on VCB, VHM, and CTG.

Trading Strategy: Market corrections often open up opportunities for investors to increase their positions. We recommend focusing on stocks with strong financial results and positive growth prospects for 2026 that have not yet seen a corresponding price increase, such as those in the banking, retail, and securities sectors..