BSC_Macro & Market 03/2024_The story of exchange rates and the stock market_240411

Monthly Topic

• USD/VND exchange rate movements
• Statistics on exchange rate fluctuations and VN-Index movements from 2018 to Q3/2024.
• Impact of the increasing USD/VND exchange rate on certain industry sectors.
• Review

• Global macro economy
• World commodity prices and stock markets
• Global monetary policies

• Vietnam macroeconomic forecast 2024 - 2025
• Notable Policies
• GDP growth and consumption
• Monetary policy
• Fiscal policy
• Exchange rate and Import - Export
• FDI & PMI 
• Corporate bond and government bond
• Monthly macro heatmap

• Stock Market and forecast
• Valuation
• Liquidity and structure
• Individual investors in the market
• Foreign cash flow
• ETF cash flow
• Derivatives market
• Performances of sectors
• Sectors business results
• BSC 30, BSC 50 performance
• BSC 30, BSC 50 portfolio