Amidst a volatile global economic landscape, Vietnam stands out as a beacon of stability and sustainable growth prospects. The government and State Bank of Vietnam’s flexible policies, coupled with maintained low-interest rates, have created an ideal investment environment for the capital market. The robust recovery of the tourism industry, coupled with the rebound of domestic consumption and the widespread digital transformation, are unveiling diverse and attractive investment opportunities. Despite the market’s premium valuation compared to historical averages, corporate earnings growth expectations remain robust, promising value creation for long-term investors.
The Vietnamese stock market, with the VN-Index as its centerpiece, is witnessing a significant shift of smart money into pivotal sectors such as banking, securities, and real estate. These dynamics stem not only from intrinsic growth prospects but also from market upgrade expectations and a slew of upcoming large-scale IPOs. Companies with large market capitalization, high liquidity, and substantial foreign room are predicted to attract substantial foreign capital, elevating Vietnam’s financial market stature on the global investment map.
However, will forex risks and the potential delay in market upgrade hinder the market’s upward trajectory? Are there still bargain-buying opportunities in any sectors in Q4 2025? How should investors construct their portfolios to outperform the broader market while effectively managing risks? These questions and more will be addressed by seasoned experts in VietstockLIVE #20, themed “VN-Index: Overcoming Challenges, Shaping the Future.”
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Vietstock LIVE is a series of in-depth online dialogue programs that bring together leading experts in economics and finance to discuss and analyze pressing issues impacting the market. The program not only focuses on explaining macroeconomic and microeconomic events and trends but also delves into how these dynamics affect the investment strategies of individuals and institutions.
Moderating the program is Mr. Nguyen Quang Minh, CMT Charterholder, Member of the Market Technicians Association (MTA), and Director of Research at Vietstock. Mr. Minh is a veteran analyst and investor with nearly two decades of experience in Vietnam’s stock market.
Joining the discussion in Vietstock LIVE #20 is Mr. Nguyen Trieu Vinh, CFA, ACCA, MBA, Deputy Investment Director – Equity Investment Director, and Head of VCBF’s Ho Chi Minh City Branch. Mr. Vinh joined VCBF in July 2008 as an Investment Officer in the Alternative Investments Department. He transitioned to the Asset Management Department in 2014 and later became the Head of Analysis and Deputy Head of Portfolio Management in October 2015. Prior to VCBF, Mr. Vinh was an auditor at PricewaterhouseCoopers Vietnam, where he oversaw clients in the food and beverage and insurance industries. Mr. Vinh holds a Master of Business Administration from the University of British Columbia and a Bachelor’s degree from the University of Economics, Ho Chi Minh City. He is an ACCA member (UK) and a CFA charterholder.
Tune in to the Vietstock LIVE #20 livestream, themed “VN-Index: Overcoming Challenges, Shaping the Future,” on Friday, September 5, 2025, at 3:00 PM, on the Vietstock Fanpage, YouTube channel, and the VCBF Fanpage. We invite all investors to join us for this insightful event.
Minh Tai
– September 4, 2025, 8:00 AM
What Stocks Usually Rise in the Last Month of Q3?
The VN-Index surpassed the 1,600-point milestone in an exhilarating August, but September brings a shift in sentiment as stocks trend downwards. This month poses a challenge for investors, with a cautious tone setting in.
Market Beat: The Triumphant Trio Revives, VN-Index Rallies in the Afternoon
The Vietnamese stock market indices witnessed a remarkable turnaround on Thursday, September 4th. After a challenging morning session, the VN-Index surged in the afternoon, closing at 1,696.29, a gain of nearly 15 points. The HNX-Index and UPCoM-Index mirrored this positive sentiment, with the former climbing 1.29 points to 283.99 and the latter rising 0.8 points to finish at 111.85. This unexpected rally has injected a dose of optimism into the market, setting the stage for a potential upward trajectory in the coming sessions.
The Stock Market Surge: A Tale of Joy and Disappointment
The Vietnamese stock market has just witnessed a colorful August.
What Stock Codes Will Make the Cut for the New VN50 Growth and VNMITECH Indexes?
The launch of the two new index series by MBS Securities is a significant development, offering an expanded and diverse range of options for ETF funds going forward.
The Stock Exchange Reveals Attractive Investment Opportunities for the Year-End Rush.
Introducing our expert-crafted stock catalog, meticulously curated based on stringent criteria. We focus on capitalization and liquidity, ensuring smart investment choices. Moreover, the enterprises featured in our catalog exhibited positive revenue and profit growth in the first half of 2025, showcasing their resilience and potential.
