BSC Navigator | M11.2025: Vietnam’s National Master Plan 2026 - 2030

Monthly topic: Vietnam’s National Master Plan 2026 - 2030

• Vietnam: 5-year socio-economic development plan

• New economic growth model

• Public investment plan for the period 2026 - 2030

Global macroeconomies

• Update on new tariff policies after the reciprocal tariffs take effect

• 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 November 2025

• Events calendar 2025

• Vietnam and International stock markets