July 2025_Tariffs – Latest Updates from the United States

Global Economy

• Trade War – Latest updates from the United States
• Trade War – Goods from Vietnam
• Trade War – Tariff in 2025 (Key developments)
• 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: Domestic ETFs returned to net outflows
• Derivatives market in June continued active trading
• Performances of sectors
• Sectors business results
• Investment returns of BSC30 and BSC50 compared to the VN-Index
• BSC30, BSC50 portfolios

Appendix

• Items considered “semiconductors” as defined in document "Clarification of Exceptions Under Executive Order 14257 of April 2, 2025, as Amended" dated 11/04/2025
• Events calendar July 2025
• Events calendar 2025
• Vietnam and International stock markets