The VN-Index rebounded to 1,700 points on the first trading day of December. Although leading stocks are showing signs of losing steam, capital flows appear to be shifting toward opportunities with stronger long-term fundamentals. Industrial and energy stocks, in particular, have emerged as key focal points. Benefits from growth prospects Despite recent storms and floods, Vietnam’s manufacturing sector has sustained positive growth momentum, with operating conditions improving for the fifth consecutive month. According to S&P Global, the Vietnam Manufacturing Purchasing Managers’ Index (PMI) stood at 53.8 in November, easing slightly from 54.5 in October but still signaling continued strengthening in business conditions across the industry. Despite ongoing tariff challenges and trade tensions, the 20% reciprocal tariff imposed by the U.S. on Vietnamese goods remains comparatively favorable when measured against rates applied to other countries. As a result, export orders to key markets such as the U.S. and Europe are beginning to rebound, particularly in categories like electronic equipment, wooden furniture, textiles and garments, and mechanical components. Agribank Securities Joint Stock Company (Agriseco) recently reported that Vietnam’s international trade activities have grown at an impressive rate of 17%, underscoring the country’s rising stature in the global supply chain. Looking ahead, total […]
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