February 2025_Trade war 2.0

Monthly Topic: Trade War 2.0

• Reviewing the Trade War – Donald Trump’s First Term
• Impact of Trump’s First-Term Trade Policies – Trade Flows
• Impact of Trump’s First-Term Trade Policies – Financial Markets
• Trump's Trade Policy 2.0 – Event Timeline
• Trump's Trade Policy 2.0 – Trade War Scenarios
• Trump's Trade Policy 2.0 – Impact Forecast (Base Scenario)
• Vietnam - U.S. Trade in 2024
• Impact on Vietnam
• Impact of Trump 2.0 on Vietnam's Import-Export Sector

Global economy 

• Global macro economies
• Global monetary policies
• Global commodity prices and stock markets 

Vietnam economy 

• Vietnam macroeconomic forecast
• Notable policies 
• GDP growth and Consumption 
• Monetary policy 
• Fiscal policy 
• Exchange rate and Import-Export 
• FDI and PMI
• Corporate bond and government bond
• Monthly Macro Heatmap

Vietnam Stock Market

• Domestic stock market movements and forecast
• Market valuation
• Liquidity and structure 
• Individual investors in the market
• Foreign cashflow 
• ETF cashflow: Domestic ETFs reverse to net outflows
• Derivatives: Observed recovery compared to end of 2024
• Performances of sectors 
• Sectors business results 
• Investment rate of BSC30, BSC50 compared with VN-Index
• BSC30, BSC50 portfolio 

Appendix

• Events calendar 2025
• Events calendar February 2025
• Vietnam and world stock markets