The stock market bulletin records notable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a bulletin.
Gold prices plummet after tough statements from Fed officials
Gold prices increased sharply in the first three trading sessions of this week, then decreased sharply in the last two sessions of the week.
- Signal: Negative
- Impact on: SPDR, CME
- Comment: The Fed’s tightening of monetary policy tends to put downward pressure on gold prices as real interest rates rise, reducing the appeal of gold as a non-yielding asset. Investors should closely monitor further announcements from the Fed to reshape their strategy towards safe-haven assets and may consider reducing the proportion of gold in their short-term portfolios. The main risk is that the Fed will maintain higher interest rates than expected, affecting the opportunity cost of holding gold.
After the US announced tariffs, many customers are returning to Industrial Parks.
According to discussions with industrial park enterprises, after the US announced the new reciprocal tax, customers returned to negotiate and receive land handover. Thanks to that, the profit of the 3rd quarter of 2025 of the entire industrial park industry recorded an impressive growth, up 24%.
- Signal: Neutral
- Impact on: KBC, IDC, BCM, VGC, SZC, BRVT, MBS, FDI
- Comment: The return of customers to industrial parks after US tariffs is a positive signal for the industry, showing Vietnam’s adaptability and attractiveness in the global supply chain. However, investors need to carefully evaluate factors such as occupancy rates, geographical location, infrastructure and management capacity of each specific enterprise to make long-term investment decisions. This could be a good opportunity for industrial park stocks with solid foundations, but need to manage risks from fluctuations in international trade policies.
51 equity funds continue to report negative performance in October
According to FiinTrade statistics, 51/73 recorded negative performance in October 2025, although this was a significant improvement compared to 63 negative funds out of 73 funds in September.
- Signal: Positive
- Impact on: VJC, FPT, MWG, PNJ, VLGF, MCH, NLG, FTSE, PYN, TCBF
- Comment: Although the number of negative performance funds is still high, it has improved significantly compared to last month, showing that the market is gradually stabilizing and investor confidence is showing signs of recovery. This is an important signal to assess the overall health of the market. Investors are advised to focus on funds and stocks with good fundamentals, which have gone through a correction period and have the potential for sustainable growth in the long term, while closely monitoring foreign capital flows.
US stocks escape danger thanks to bottom-fishing pressure, oil prices increase 2%
US stocks rose on Friday as investors bought into key technology stocks that had been sold off earlier, despite expectations of a negative shift in interest rates.
- Signal: Neutral
- Impact on: WTI, OPEC, IEA
- Comment: Strong bottom-fishing momentum in the US market, especially in key technology stocks, shows that investors are looking for opportunities at attractive prices despite concerns about interest rates. The increase in crude oil prices could also be a sign of economic recovery expectations or tight supply. Vietnamese investors need to observe these developments to assess the indirect impact on domestic market sentiment and related sectors such as oil and gas, logistics, and technology.
The stock market news bulletin aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following market news from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
