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.
VN-Index breaks the 1,600 point mark, what do securities companies "recommend"?
VnEconomy introduces comments and investment recommendations of a number of securities companies on market developments for the week of November 10-14, 2025.
- Signal: Negative
- Impact on: BVSC, BSC, HSX, HNX, SHS, GSO, VCSC, SSI, TVS, GTGD
- Comment: The VN-Index breaking through the 1,600-point mark shows that selling pressure has increased significantly in the short term, creating concerns for domestic investors. However, strong net buying from foreign investors is a bright spot, reflecting confidence in the long-term prospects of the Vietnamese market and the ability to find attractive prices. This period requires a cautious investment strategy, prioritizing risk management by allocating capital reasonably and setting clear stop-loss thresholds, and considering gradually accumulating stocks with solid fundamentals when the market corrects.
World economic highlights week 2-8/11/2025: US-China tensions ease, risks reduce
This week, trade tensions between the US and China continued to show signs of easing, as the two sides officially announced measures agreed upon at a summit in late October.
- Signal: Neutral
- Impact on: WEF, OPEC, VAT, LNG, LSEG
- Comment: The easing of US-China trade tensions is an important positive signal, reducing global geopolitical risks and creating a more stable environment for international trade. This can support emerging markets, including Vietnam, through improved investment sentiment and foreign capital flows. Investors should pay attention to export, logistics or technology sectors related to the global supply chain, and consider the time to accumulate stocks in the context of a gradually more stable global macro environment.
Gold price recovers to 4,000 USD/oz thanks to weakening USD
SPDR Gold Trust continued to be net buyers and completed a week of more buying than selling.
- Signal: Negative
- Impact on: SPDR, CME
- Comment: Gold prices rebounded to $4,000/oz thanks to a weaker USD, indicating a shift of capital flows into safe-haven assets amid potential market volatility or inflation concerns. While this is a negative signal for the USD, it reinforces gold’s position as a risk-off instrument. Investors should consider diversifying their portfolios by allocating a portion to defensive assets such as gold, especially during volatile periods, to reduce overall risk and preserve capital value.
In 2025, the bond market will still maintain stability and positive growth.
Regarding the corporate bond market, Deputy Minister Nguyen Duc Chi requested to continue perfecting the legal framework, strengthening propaganda and training for investors, especially developing a group of professional securities investors, and bond issuance needs to be linked to credit ratings to improve quality.
- Signal: Positive
- Impact on: HNX, HXN, VSDC
- Comment: The stability and growth of the bond market in 2025, along with the completion of the legal framework and investor training, is a very positive signal for the sustainable development of the financial system. This not only helps diversify capital mobilization channels for businesses but also provides more investment options for professional investors. Investors should monitor businesses that are able to issue bonds with high credit ratings, which can be a sign of good financial health and sustainable growth potential, providing long-term investment opportunities.
US stocks under pressure to fall sharply due to tech stocks being dumped, oil prices fluctuate
The US stock market continued to face strong downward pressure in the session on Friday (November 7) because technology stocks were sold off again, and closed the session with mixed indexes.
- Signal: Neutral
- Impact on: CME, AMD, CNBC, WTI, SEB
- Comment: The sharp downward pressure on the US stock market, especially the sell-off in technology stocks, could create a negative spillover effect to global markets, including Vietnam. This shows a shift in cash flow away from risky assets and needs to be closely monitored. Investors need to reassess their portfolios, especially technology stocks and sectors sensitive to oil price fluctuations. This period requires caution, prioritizing stocks with reasonable valuations and less affected by global macro factors to protect investment capital.
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.
