April 2025_Updating on the developments of the 2025 tariff war

Monthly Topic: Updating on the developments of the 2025 tariff war

• Notable events in the 2025 Tariff War
• Connection to the Vietnamese context

Global economy 

• Global macro economies
• Global monetary policies
• Global commodity prices and stock markets 

Vietnam economy 

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

Vietnam Stock Market

• Domestic stock market movements and forecast
• Market valuation
• Liquidity and structure 
• Foreign cashflow 
• ETF cashflow
• Derivatives market
• Performances of sectors 
• Sectors business results 
• Investment return of BSC30, BSC50 compared with VN-Index
• BSC30, BSC50 portfolio 

Appendix

• List of products exempted under the U.S. Tariff Executive Order issued on April 2, 2025
• Events calendar April 2025
• Events calendar 2025
• Vietnam and International stock markets