BSC_Macro & Market 10/2024_Macroeconomics and Stock market; Updated information on market upgrade and Non pre-funding solutions for foreign institutional investors_241021

Monthly topics: Updated information on market upgrade; Non pre-funding solutions for foreign institutional investors

1. Update on market classification assessment 09/2024 of FTSE
2. BSC’s forecast on the market upgrade process
3. Summary of key changes in the securities trading settlement process for foreign institutional investors
4. Right and responsibilities of securities companies in non-pre-funding solutions

Global economy 

1. Global macro economies
2. Global monetary policies
3. Global commodity prices and stock markets 

Vietnam economy 

1. Vietnam macroeconomic forecast 2024-2025
2. Notable policies 
3. GDP growth and Consumption 
4. Monetary policy 
5. Fiscal policy 
6. Exchange rate and Import-Export 
7. FDI and PMI
8. Corporate bond and government bond
9. Macro Heatmap (monthly)

Vietnam stock market 

1. Domestic stock market movements and forecast
2. Market valuation
3. Liquidity and structure 
4. Individual investors in the market
5. Foreign cash flow 
6. ETF cash flow 
7. Derivatives market in September: foreign investors and proprietary traders record active transactions
8. Performances of sectors 
9. Sectors business results 
10. Investment rate of BSC30, BSC50 compared with VN-Index
11. BSC30, BSC50 portfolio