Strategy Report

June 2025_Internal leverage – Growth strategy in the new era

  • Date

    18/06/2025

  • Expert name

    Nguyễn Giang Anh

  • Language

    Tiếng Việt

  • Number of Downloads

    0

Detailed report

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

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