BSC Navigator | M09.2025: The growth cycles of the Vietnamese stock market

Monthly topic: The growth cycles of the Vietnamese stock market

• Comparing the growth cycles of the Vietnamese stock market

• The macroeconomic context during the growth cycles of the Vietnamese stock market

Global macroeconomies

• Global macroeconomies

• Global monetary policies

• Global commodity prices and stock markets

Vietnam macroeconomy

• Vietnam macroeconomic forecast

• Notable policies

• Gold price and exchange rate

• Comparison between Decree 232/2025/ND-CP and Decree 24/2012/ND-CP

• 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

• ETFs 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 September 2025

• Events calendar 2025

• Vietnam and International stock markets