VN30 hits 2,009: three allocation questions for the week ahead
VN30 closed at 2,009 on 20 April, its first close above 2,000 in seven weeks. But liquidity dropped 9% and foreign investors kept selling, forcing retail investors to revisit allocation questions for the 21-25 April week.
Foreign investors dump VND 5.75T in VHM, VN30F1M; VN-Index +3.3%
During April 13-17, foreign investors net-sold nearly VND 5,751 billion concentrated in VHM and VN30F1M futures, yet VN-Index still closed at 1,817.17. The real story is a rotation, not a retreat.
Iran opens Hormuz, Brent -10.6%: 5 sector calls
On the night of Apr 17, Iran announced the full reopening of the Strait of Hormuz after a week-long blockade. Brent fell 10.6% to $88.88 — Vietnamese investors have 48 hours to rebalance before the Apr 20 session.
VN-Index holds 1,825: VIC alone balances three falling pillars
On the April 17 morning session, VN-Index still gained 5.89 points even as VHM, VPL and VRE reversed in sync. The question: who is propping up the index, and is the mid/small real-estate flow truly a rotation?
S&P 500 Hits Record High, VN-Index Crosses 1,800 on 2 Stocks
S&P 500 sets new all-time high at 7,022 points on strong US bank earnings. VN-Index crosses 1,800 but nearly all gains come from VIC and VHM, while 192 stocks decline.
3 Steel Stocks Hit Price Ceiling, Banks Barely Recover: Diverging Capital Flows
On April 14, TLH, HSG, and NKG all hit their price ceilings thanks to the 27.83% anti-circumvention HRC tariff, while banking stocks recovered only 0.1-1.7% after a red session.
Equity Funds See Record 14,400B VND Outflow, Cash Hits High
VN-Index recovered 10.5% from its bottom, but large equity funds continue raising cash positions to multi-quarter highs. What is the fund flow picture signaling?
Bond Market Surpasses 3.8 Quadrillion VND, 141 Trillion in RE Bonds Maturing
Vietnam's bond market hits a record size, but 141 trillion VND in real estate bonds maturing in 2026 raises serious questions about the real risks retail investors need to understand.
Real Estate Stocks Surged While VN-Index Dropped 20 Points
While VN-Index fell nearly 20 points, real estate stocks exploded with 5 hitting ceiling prices. Is capital rotating post-FTSE upgrade, or is this just a short-term wave?
Vietnam's $330B Public Investment: Three Groups, Three Roles
The 2026-2030 public investment plan is 2.7x the previous cycle. But three months of data show only GMD, CTD, and HPG are truly rallying — the rest is just news-driven noise.
VN-Index Surges 79 Points: FTSE Inflows vs Ceasefire Bounce
The April 8 session exploded on two entirely different catalysts. Investors must distinguish structural FTSE upgrade beneficiaries from stocks merely reacting to the US-Iran ceasefire.
Foreign Investors Dumped 30,000B VND in Q1 While Retail Opened Record 600K Accounts
Q1/2026 witnessed a historic divergence: foreign investors net sold over 30,000 billion VND while domestic retail investors rushed to open 600,000 new accounts. History shows who's usually right after 12 months.
Dong Nai Goes Central: NVL, SNZ and 6,200 ha
Resolution 95/NQ-CP paves the way for Dong Nai to become Vietnam's 7th centrally governed city. Three tiers of stocks stand to benefit, from residential real estate and industrial zones to transport infrastructure.
SJC Gold Lost 27 Million VND Then Bounced Back — The Real Risks Investors Need to Know from Q1/2026
Q1/2026 saw SJC gold swing 14% in just weeks, Bao Tin Minh Chau investigated by police, and a costly lesson in asset allocation for retail investors.