BSC_Macro & Market 12/2024_Macroeconomics and Stock market; Updates on key points from the 8th session of the 15th National Assembly_241218

Monthly topics: Update on key points from the 8th Session of the 15th National Assembly

• Update on key points from the 8th Session of the 15th National Assembly

Global economy 

• Global macro economies
• Global monetary policies
• Global commodity prices and stock markets 
• Vietnam economy 
• Vietnam macroeconomic forecast 2025-2026
• 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
• Performances of sectors 
• Sectors business results 
• Investment rate of BSC30, BSC50 compared with VN-Index
• BSC30, BSC50 portfolio