Strategy Report

Macro & Market October_Improvement in economic, opportunities in correction_20201106

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Date

06/11/2020
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Language

Tiếng Anh
Number of Downloads

142

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Detailed report

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

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