MACRO ECONOMY OCTOBER.2020
01 Recover trend continues in October
02 Business conditions improved in October
03 Retail, Manufacturing maintained recovery momentum
04 State budget disbursement maintained momentum, FDI improved
05 Export recovered positively, imports growths comparing last year
06 Inflation slows down when oil price and pork price corrected in October
07 Interbank rates remained moderate
08 VND is expected to be stable
MARKET OCTOBER.2020
09 November 2020 forecast
10 P/E of VN-INDEX returned to the 15th Asia
11 Raw materials industry increased outperform the market
12 Marketcap reached 4.46 million billion VND
13 Foreign investors sell strongly in October
14 Domestic traders makes positive operations in October
15 Value of enterprise bond issue recovery, rejecting the market needs
16 Factors affecting the market in November.2020
17 Investment strategy for November.2020
18 The list of shares is expected to be bought by iShares