BSC_Macro & Market 04/2024_SBV stabilizing exchange rate and interest rates_240510

Monthly topic: SBV stabilizing exchange rate and interest rates

1. Context: DXY Index and gold prices increased simultaneously
2. SBV’s tool to stabilize exchange rate, gold price and interest rates 
3. Impact after SBV’s action

1. Global macro economy
2. Global monetary policies
3. World commodity prices and stock markets

1. Vietnam macroeconomic forecast 2024 - 2025
2. Notable Policies
3. GDP growth and consumption
4. Monetary policy
5. Fiscal policy
6. Exchange rate and Import - Export
7. FDI & PMI 
8. Corporate bond and government bond
9. Monthly macro heatmap

1. Stock Market and forecast
2. Valuation
3. Liquidity and structure
4. Individual investors in the market
5. Foreign cash flow
6. ETF cash flow
7. Derivatives market
8. Performances of sectors
9. Sectors business results
10. BSC 30, BSC 50 performance
11. BSC 30, BSC 50 portfolio