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.
The market slightly adjusted during the session, foreign capital showed signs of balance again.
The performance of both index and market breadth confirmed that profit-taking pressure appeared in the market during the trading session. However, the pressure was light, combined with good support from leading stocks, VN-Index still closed with increasing pressure near the 1660 point mark in the context of foreign capital also returning to support the afternoon session.
- Signal: Neutral
- Impact on: VIC, VCB, TCB, CTG, VPB, VHM, FPT, VNM, DIG, PVD
- Comment: The strong return of foreign capital to net buying is a positive psychological support factor, showing that confidence in the prospects of the Vietnamese market is gradually being strengthened. The slight adjustment in the session is an opportunity for investors to restructure their portfolios, prioritizing pillar stocks with good fundamentals and of interest to foreign investors. It is possible to consider disbursing during the adjustment periods to anticipate the growth trend in the medium term, while maintaining strict risk management to protect capital sources.
Gold prices continue to fall while waiting for US economic data
World gold prices had another sharp drop as investors were cautious while waiting for US economic data to be released again after a period of interruption due to the government shutdown.
- Signal: Neutral
- Impact on: SPDR, CME, PBOC
- Comment: The fall in gold prices shows that investors are shifting their cash flow to riskier assets or waiting for clear signals from US economic data. This can indirectly affect the sentiment of the stock market, especially in industries related to raw materials or when cash flows seek refuge. Investors should closely monitor US economic reports to assess the impact on gold prices and adjust their investment strategies accordingly, avoiding holding ineffective assets when the market fluctuates.
Vanguard FTSE Emerging Markets Fund Pours Large Amount of Money into Vietnamese Stocks
The largest passive fund by net assets as of November 10, 2025, is Vanguard FTSE Emerging Markets, which tracks the FTSE Emerging All Cap index with recorded net assets of $105.5 billion. This fund is expected to allocate about $358.5 million to the Vietnamese market.
- Signal: Positive
- Impact on: FTSE, HPG, VCB, VIC, VHM, MSN, SAB, VNM, DXG, DIG
- Comment: The fact that Vanguard FTSE Emerging Markets Fund plans to allocate a large amount of capital to the Vietnamese market is an extremely positive signal, affirming the position and attractiveness of Vietnamese securities in the eyes of international organizations. This not only creates strong demand for large-cap stocks in the FTSE basket but also strengthens confidence, attracting more foreign cash flow in the long term. This creates a good opportunity for investors to accumulate market-leading stocks, especially those in the fund's potential portfolio, expecting sustainable growth of the market.
US stocks fall sharply ahead of jobs report, oil prices fall slightly
US stock markets fell sharply, as technology stocks sold off while investors awaited important reports due this week, including Nvidia's earnings report and the US September jobs report.
- Signal: Negative
- Impact on: CNBC, FOMC, CME, WTI, ING, UBS
- Comment: The negative developments in US stocks, especially the sell-off in technology groups, along with the slight decline in oil prices, may put psychological pressure on the global market and indirectly affect the sentiment of domestic investors. Although domestic macro factors remain stable, investors need to carefully monitor important US economic reports to assess the risk of contagion and adjust the proportion of their portfolios. Prioritizing sectors that are less affected by global macro fluctuations will be a wise strategy to manage risks.
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.
