There is good reason to anticipate that the net selling trend among foreign investors will soon come to an end, paving the way for Vietnam’s stock market to welcome a return of foreign capital inflows and a shift back to net buying in 2026. ETFs experience slight net outflows Equity ETFs in emerging markets attracted US$26 billion in net inflows in December 2025 (+31%), capping the year with an uninterrupted four month streak of net inflows and bringing the annual total to US$115 billion, according to a report by VnDirect Securities Corporation. Chinese equity ETFs stood out, drawing US$12.7 billion in December (a 563.5% surge from November), marking their fourth consecutive month of net inflows amid easing tariff tensions between the U.S. and China. Following a similar trend, equity ETFs in developed markets recorded US$166 billion in net inflows in December 2025 (+84.7%), contributing to a full year total of US$965 billion. This surge occurred against the backdrop of several developed market stock indices reaching new highs, including the S&P 500 (+17.5%), Dow Jones Industrials (+13.4%), Nikkei 225 (+28.1%), FTSE 100 (+20.2%), and Euro Stoxx 50 (+17.8%). The U.S. led the way, attracting US$134.6 billion in December alone, supported by […]
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