Strategy Report

BSC_Macro & Market July.2023_Business activities eased the weakening momentum_Vn-index increased positively_230811

MACRO ECONOMY IN 07.2023

1. Manufacturing structure weakened in China and EU, while the US had a more positive outlook

2. International monetary policy

3. Business situation of enterprises was weak but there were some signs of improvement

4. Manufacturing activity continued to decrease

5. FDI inflows returned

6. Import-Export growth momentum continued to decline

7. Stable inflation momentum

8. Interbank interest rate maintained negative swap

9. The exchange rate was tending to heat up

10. Monthly Macro Heatmap and Forecast of Macro Indicators

STOCK MARKET IN 07.2023

11. Forecast for August 2023

12. P/E VN-Index ranks 9th in Asia

13. There are 11/11 groups of tier-1 industries that increase in points

14. Liquidity exploded

15. Foreign investors net sold in Jul 2023

16. Domestic individual investors traded actively in July 2023

17. There are 25 corporate bonds issued in July 2023

18. Factors affecting July 2023

19. Investment strategy in August 2023

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