VN-Index surpasses 1,200 points, experts predict stocks will soon rise again

VN-Index closed the trading week at 1,219.12 points, remaining above the 1,200-point price range despite a 0.23% decrease compared to the previous week; HNX Index decreased by 0.11% to 213.1 points.

Many stocks recovered after a period of sharp price declines and historic liquidity spikes. Groups of stocks related to exports and foreign direct investment (FDI) such as industrial parks, seafood, textiles, ports, agriculture, oil and gas, etc. increased again in the last sessions of the week. Foreign investors continued to net sell strongly with a value of more than VND4,800 billion on HOSE.

According to the Analysis Department of Pinetree Securities Company, last week, the VN-Index traded relatively stable as concerns about tariff tensions somewhat cooled down and the first quarter 2025 business results announcement season began.

Except for the sudden transaction at VIC (Vingroup), the pressure from foreign investors gradually subsided. Entering the new trading week, the market will continue to be unpredictable when affected by many uncertain factors.

A series of domestic enterprises are preparing to announce their business results for the first quarter of 2025. Cash flow is likely to be strongly differentiated, especially stocks with good fundamentals and positive profit growth...

Mr. Matthew Smith, Director of Research and Analysis for Institutional Clients, Yuanta Vietnam Securities Company, analyzed that in recent sessions, VN-Index has been strongly affected by information about the reciprocal tax policy from the US.

In fact, many stock markets in other countries have also been affected. The impact on the Vietnamese stock market is less severe than in other markets such as Thailand or even the US - where the market is on a downward trend.

VN-Index vượt 1.200 điểm, chuyên gia dự báo chứng khoán sắp tăng trở lại- Ảnh 2. — The stock market has been volatile recently following news related to tariff policies.

"In the short term, investors should maintain a cautious asset allocation strategy as the market is likely to move sideways in the next few months, until the official results of the tariff policy on July 9 (related to the US's 46% reciprocal tax on exports from Vietnam).

When there is an official decision, it will help reduce some of the instability, the market can increase again. Investors should be cautious, focus on companies with good foundations, keep some cash to be ready to take advantage of opportunities if there are unexpected fluctuations from the US side" - Mr. Matthew Smith said.

Sharing at the regional investment conference with the theme "From Asia to Vietnam - Connecting Asian visions, creating an era of prosperity", recently organized by Yuanta Vietnam Securities Company, leading economic and financial experts in the region all commented that the prospects of the Vietnamese stock market are still very potential. Upgrading the stock market to emerging market status is a factor that can strongly attract international capital flows.

Experts predict that the VN-Index will have more positive developments in the second half of 2025. According to Mr. Chu Ka Kit, Director of Investment Strategy at Yuanta Hong Kong, the Vietnamese stock market is showing great potential when compared to other countries in the region, especially in terms of recent performance. However, to develop to a new level, Vietnam needs to solve some core issues, attracting domestic and international institutional investors.