BSC_Macro & Market 11/2024_Macroeconomics and Stock market; The economic policies of the United States President - Donald Trump_241120

Monthly topics: The economic policies of the President of the United States - Donald Trump

• Overview of Donald J. Trump's Policy Proposals
• Interest Rate Reactions During Elections
• Forecast of the Impact of Donald Trump's Policies
• Impacts on Vietnam
• Global economy 
• Global macro economies
• Global monetary policies
• Global commodity prices and stock markets 

Vietnam economy 

• Vietnam macroeconomic forecast 2024-2025
• Notable policies 
•  GDP growth and Consumption 
• Monetary policy 
• Fiscal policy 
• Exchange rate and Import-Export 
• FDI and PMI
• Corporate bond and government bond
• Macro Heatmap (monthly)

Vietnam stock market 

• Domestic stock market movements and forecast
• Market valuation
• Liquidity and structure 
• Individual investors in the market
• Foreign cash flow 
• ETF cash flow 
• Derivatives market: foreign investors and proprietary traders record active transactions
• Performances of sectors 
• Sectors business results 
• Investment rate of BSC30, BSC50 compared with VN-Index
• BSC30, BSC50 portfolio