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.
Indonesian market loses $84 billion in market capitalization, Indonesian stock exchange CEO announces resignation.
The CEO of the Indonesian Stock Exchange has officially resigned following two consecutive sessions of sharp market declines, amid concerns that MSCI may downgrade Indonesia's market to frontier market status, leading to a massive outflow of capital from the market.
- Signal: Neutral
- Impacts: MSCI, IDX, CNBC, OJK, SGMC, HSBC, UBS
- Assessment: The significant volatility in the Indonesian market reflects the risks associated with emerging market ratings. In the short term, regional investor sentiment may be negatively impacted. However, in the long term, this presents an opportunity to reposition portfolios toward more stable markets. Caution is advised regarding companies with investment ties to Indonesia in the near future.
Gold and silver prices fell sharply as a widespread sell-off occurred in the precious metals market.
In a volatile trading session, gold prices at one point fell nearly $700/oz and silver prices plummeted by more than 30%, after the US President announced Kevin Warsh as his candidate for the position of Fed Chairman. The market believes this individual would maintain the relative independence of the Fed, raising concerns about tightening monetary policy.
- Signal: Negative
- Impact on: CNBC, SPDR, ISI, BRI
- Assessment: The sharp drop in precious metal prices has led to widespread pessimism, directly impacting mining and banking stocks. In the short term, investors should limit bottom-fishing until clear support levels are established. In the medium term, defensive stocks such as food or utilities may be considered to hedge against macroeconomic risks.
Van Phu Invest announces it has exceeded its 2025 profit target thanks to cash flow from strategic projects.
Van Phu Real Estate Development Joint Stock Company (VPI) recorded after-tax profit of VND 132 billion in the fourth quarter of 2025, exceeding the annual target thanks to stable cash flow from key projects such as Vlasta – Thuy Nguyen (Hai Phong), Yen Phong (Bac Ninh) and TT39-40 (Hanoi), reflecting its effective project implementation capacity.
- Signal: Positive
- Impact on: VPI, CHI, CHU, CHO, LAI, HCM
- Assessment: The positive business results of Van Phu Invest reinforce confidence in real estate stocks with stable cash flow. In the short term, VPI stock may attract speculative capital. In the medium term, the feasibility of implementing subsequent projects as well as the legal status of the projects needs to be assessed. Investment strategies should focus on real estate stocks with clean land reserves and good financial performance.
The SP500 index fell for three consecutive sessions while oil prices held at a six-month high.
The US stock market continued its slight downward trend with the S&P 500 experiencing a three-session losing streak, despite investors reacting positively to news regarding the nominee for Fed Chairman. Meanwhile, WTI oil prices remained at a six-month high, supporting oil and gas stocks.
- Signal: Neutral
- Impact on: CNBC, KAL, WTI
- Analysis: The consecutive declines in the S&P 500 index indicate downward pressure on technology and financial stocks. In the short term, a technical rebound may occur if sentiment improves. With oil prices remaining high, oil and gas stocks could be a viable option, especially for dividend-paying investors. Close monitoring of the Fed's actions is necessary to adjust portfolios appropriately.
The global economy experienced a volatile week, with precious metal prices plummeting and economic indicators delivering unexpected results.
During the week of January 25-31, 2026, the global market witnessed significant volatility as gold and silver both fell sharply, while financial data and forecasts from the US indicated continued economic growth but with considerable pressure on inflation and exchange rates.
- Signal: Positive
- Impact on: USA
- Assessment: Despite the sharp decline in precious metal prices, US economic reports still indicate continued consumer spending and growth. In the long term, stocks in the transportation, consumer, and technology sectors have good recovery potential. Investors should maintain a reasonable proportion of stocks, avoid over-concentrating on highly volatile assets, and maintain flexibility in their asset allocation strategies.
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.
