June 2025_Internal leverage – Growth strategy in the new era

Monthly topic 1: Private sector Development

• The era of national ascent driven by the Four Strategic Pillars

• "Accelerating” implementation of Resolution 68 with key mechanisms focused on private sector development

• Main views on socialist-oriented market economy from the 6th National Party Congress to the present

• Private economy has been mentioned throughout the National Party Congresses from 1986 - present

• Summary of key incentive policies in Resolution No. 198/2025/QH15

• Summary of tasks and deadlines under Resolution No. 139/NQ-CP

Monthly topic 2: Update on Vietnam’s stock market upgrade progress

• KRX go-live and the revision of FII account opening regulations

• SSC has implemented most of the solutions to realize the market upgrade objective

Global economy

• Trade War – Tariff Overview 2025

• Trade War – Tools that President Trump is able to impose tariff policy

• Trade War – Tariff scenarios for Vietnam

• 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 rates 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

• Individual investors in the market

• Foreign cashflow

• ETF cashflow

• Derivatives market 

• Performances of sectors

• Sectors business results

• Investment returns of BSC30 and BSC50 compared to the VN-Index

• BSC30, BSC50 portfolios

Appendix

• Events calendar June 2025

• Events calendar 2025

• Vietnam and International stock markets