Strategy Report

BSC_Macro & Market November 2020

MACRO ECONOMY NOVEMBER.2020

01 Manufacturing recovered, service sector differentiated between regions

02 Business condition maintained positive momentum

03 Production recovery slowed down in short-term

04 Natural disasters hindered disbursement of budget capital

05 Export and import recovery trend

06 Inflation slows down due to low oil price and pork price in comparison to 2019

07 Interbank transactions increased in November 08 USD value plummeted in November

MARKET NOVEMBER.2020

09 December 2020 forecast

10 P/E of VN-INDEX holding the 15th Asia

11 Raw materials industry increased outperform the market

12 Marketcap reached 5.8 million billion VND

13 Foreign investors sell in November

14 Domestic traders makes positive operations in November

15 Value of enterprise bond issue recovery, rejecting the market needs

16 Factors affecting the market in December.2020

17 Investment strategy for December.2020

14 Number of Downloads