Daily Commentary 11/11/2026: Investors may consider reducing exposure in the next few sessions
We maintain a neutral stance and keep cautious on the VN-Index’s performance over the coming sessions, as the impact of earlier positive catalysts faded today. The continued rise in US CPI in October strengthens the case for a 25–50 bp Fed rate hike in December. Hai Phong port revenue grew 27.7% in 10M/2026, with diverging earnings trends across operators.
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