Anticipated Stability of VN-Index in Narrow Band during May due to Pending Trade Negotiations
** Nah, let's ditch the formal nonsense and get straight to the point.**
Vietnam's Stock Market Dance: May 2025 Forecast
Ha Noi. Yo.
So, here's the deal. The VN-Index is predicted to flick around the 1,220-1,250 mark next May, Jack. Why? investors are Nervous Nellies, waiting for a clearer picture on those US-Vietnam and US-China trade talks.
Chill, don't panic. Sure, the new KRX trading system is coming May 5, and it'll give the market a temporary buzz, but remember, US tariff policies and trade discussions will be the main dancers, setting the market's direction.
Pro Tip: experts at Saigon-Hanoi Securities say the VN-Index is in a chill phase, consolidating due to investor sentiment. Also, the ol' saying "sell in May and go away" might dampen market liquidity. To avoid losing your cool, keep it balanced, dude. Stick with stocks that are strong and safe from external trade drama, like PAT, ACV, PLC, SAS, PVT.
Check this: Nguyen Viet Duc from VPBank Securities Joint Stock Company says the KRX system could improve market infrastructure, but its impact on the VN-Index could be limited in the short term. However, if the system helps Vietnam step up to the status of an emerging market, it'll be a long game, and the benefits will show over time.
Here's something sweet: Q1 earnings reports painting a pretty picture for the market. Over 600 listed firms, accounting for nearly 41% of total market capitalization, reported after-tax profits rising by 17.2% YoY. Sectors like securities, banking, infrastructure construction, real estate, and logistics are showing potential. Keep a close eye on 'em, homie.
BTW, Capital inflows: They're recovering, buddy. After a rough patch due to US retaliatory tariffs concerns, the market has seen some rebound sessions, but the VN-Index ended April down over 80 points (equivalent to 6.2% loss). Still, market liquidity is gradually improving, foreign net selling has eased, and reform areas like securities, banking, infrastructure construction, real estate, and logistics are showing positive vibes.
An investor monitors the stock market. - Photo baotintuc.vn
Now, government-led administrative reforms, investment climate improvement, and tech promo: The government's pushing for these changes, and companies with solid fundamentals, stable operations, and access to domestic capital are catching investors' eyes.
Word up: May's a crucial month for the VN-Index. On the bright side, Q1 earnings are providing a much-needed base. But caution, dude. Uncertainty surrounding global trade tensions might keep volatility alive. With the index predicted to flicker around 1,220-1,250 points, hold tight, bro. Keep a medium- to long-term investment strategy. Stay focused, stay ready for the twist, and remember: it's not the downturn, but how you give it the business that counts!
- Despite government-led administrative reforms and a favorable investment climate, the ongoing trade tensions between the US and Vietnam, as well as the US and China, continue to cause unease among investors, potentially influencing the direction of the VN-Index.
- In the midst of global trade uncertainties, it's essential for investors to focus on stocks that are robust, safe, and less exposed to external trade-related drama, such as PAT, ACV, PLC, SAS, and PVT.
- While the new KRX trading system may enhance market vibrancy on May 5, it is the US tariff policies and trade negotiations that will be the primary drivers shaping the Vietnamese stock market's trajectory.
- The emergence of advanced technology and its promotion by the government has caught the attention of investors, especially companies with strong fundamentals, stable operations, and access to domestic capital.
- In addition to the new trading system, AI applications in business and finance are anticipated to bring significant improvements and offer exciting opportunities for growth in Vietnam's stock market.
