Strategy Report

BSC Navigator | M06.2026: Assessment of Vietnam’s Trade Deficit in the First 5 Months of 2026

  • Date

    24/06/2026

  • Security code

  • Company

  • Expert name

    Nguyễn Giang Anh

  • Language

    Tiếng Anh

  • Number of Downloads

    14

Detailed report

Monthly Topic: Assessment of Vietnam’s Trade Deficit in the First 5 Months of 2026

  • Vietnam Recorded a Sharp Trade Deficit in the First Five Months of the Year
  • Vietnam: Electronics, Computers and Components Recorded the Largest Trade Deficit
  • South Korea’s Semiconductor Exports to Vietnam Are Becoming Increasingly Prominent
  • High Import Costs for Electronic Equipment from South Korea
  • Optimistic Outlook for the Current Account Balance Toward Year-End

 

Global Macroeconomy

  • Uncertainty Surrounding the Middle East Conflict Continues to Affect the Global Macroeconomic Landscape
  • Global Monetary Policy: Rising Inflationary Pressure Due to War
  • Global Commodity Price and Equity Market Developments

 

Vietnam Macroeconomy

  • Forecasts for Key Vietnam Macroeconomic Indicators
  • Key Policy Highlights: Q2/2026 Focuses on Removing Legal Bottlenecks
  • Elevated Inflation Supports Nominal Consumption Growth
  • Monetary Policy: Pressure from Inflation and Exchange Rates
  • Monetary Policy: Tight System Liquidity
  • Monetary Policy: Second-Round Effects of Cost-Push Inflation Are Broadening
  • Fiscal Policy: Public Investment Disbursement — Ambitious Target, Slow Progress
  • Exchange Rates and Trade: Exchange Rate Remains Relatively Stable Despite a Large Trade Balance Deficit
  • Industrial Production and FDI Maintain Stable Growth in Line with Trade Activity
  • Corporate Bond and Government Bond Markets: Market Liquidity Remains Smooth
  • Vietnam Macroeconomic Heatmap

 

Vietnam Stock Market

  • Market Liquidity Has Yet to Show Broad-Based Support for the Index’s Uptrend
  • Market Valuation Continues to Hover Around Its Historical Average
  • Liquidity Moves Sideways as Cautious Sentiment Dominates the Market
  • New Securities Account Openings Increase, but Real Capital Flows Remain on the Sidelines
  • Foreign Capital Continues to Record Net Outflows
  • Net Selling Pressure Continues to Dominate ETF Flows
  • Derivatives Market Trading Remains Subdued
  • State-Owned Enterprise Stocks Continue to Lead the Market on Divestment and Equitization Themes
  • Net Profit Growth and Sector Performance: A Divergent Picture in the First Five Months of 2026
  • Investment Performance of BSC30 and BSC50 Compared with the VN-Index
  • BSC30 and BSC50 Portfolios

 

Appendix

  • June 2026 Event Calendar
  • 2026 Event Calendar
  • Domestic and Global Equity Market Developments

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