Strategy Report

July 2025_Tariffs – Latest Updates from the United States

  • Date

    21/07/2025

  • Security code

  • Company

  • Expert name

    Nguyễn Giang Anh

  • Language

    Tiếng Anh

  • Number of Downloads

    7

Detailed report

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

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