March 2025_Upgrading Vietnam's Stock Market

Monthly Topic: Upgrading Vietnam’s Stock market

• Update on FTSE’s September 2024 Market Classification Review
• What actions has Vietnam taken to facilitate a market upgrade?
• Investment Flows of Funds Allocated to Emerging Markets in ASEAN
• Forecast of the upgrade process and key considerations
• Key considerations in the upcoming upgrade process in Vietnam

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: Strong net outflows from domestic ETFs
• Derivatives marke
• Performances of sectors 
• Sectors business results 
• Investment return of BSC30, BSC50 compared with VN-Index
• BSC30, BSC50 portfolio 

Appendix

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