BSC Navigator | M10.2025: Vietnam’s stock market officially upgraded – Foreign capital flows in Asia

Monthly topic 1: Vietnam's stock market is officially upgraded

• Vietnam’s stock market is officially upgraded

• Investment flows of funds allocated to Emerging markets in ASEAN

• ETFs tracking the FTSE Emerging index and some key considerations

• Portfolio holdings of ETFs benchmarking the FTSE Emerging Market Index

• List of potential stocks in the event of Vietnam’s market upgrade

• Forecast on the market upgrade roadmap

Monthly topic 2: The Asian equities: Foreign fund flow

• The Asian equities: Foreign fund flow

Global macroeconomies

• Global macroeconomies

• Global monetary policies

• Global commodity prices and stock markets

Vietnam macroeconomy

• 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

• 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 October 2025

• Events calendar 2025

• Vietnam and International stock markets