Morning brief 07/11/2025
GLOBAL MARKET
DJIA
46,913.65
1D -0.84%
YTD 10.27%
S&P500
6,720.39
1D -1.12%
YTD 14.26%
NASDAQ
23,053.99
1D -1.90%
YTD 19.38%
VIX
19.50
1D 8.27%
FTSE 100
9,735.78
1D -0.42%
YTD 19.12%
DAX
23,734.02
1D -1.31%
YTD 19.21%
CAC40
7,964.77
1D -1.36%
YTD 7.91%
Brent oil ($/barrel)
63.57
1D -0.49%
YTD -15.30%
Gold ($/ounce)
3,998.18
1D -0.18%
YTD 51.73%
U.S. stocks fell sharply on Thursday (November 6), as companies related to artificial intelligence (AI) once again came under pressure due to sky-high valuations. The Nasdaq 100 index has fallen more than 2% since the close on October 31 and is on track for its worst week since early April 2025. The biggest drags came from Nvidia, Microsoft, Palantir Technologies, Broadcom, and Advanced Micro Devices. The decline worsened Thursday amid concerns about the labor market, as October 2025 saw a surge in layoff announcements.
VIETNAM ECONOMY
Vnibor
6.00%
YTD (bps) 203
Deposit interest 12M
4.60%
5 year-Gov. Bond
3.31%
1D (bps) 8
YTD (bps) 83
10 year-Gov. Bond
3.69%
1D (bps) -12
YTD (bps) 84
USD/VND
26,355
1D (%) 0.02%
YTD (%) 3.15%
EUR/VND
31,074
1D (%) 0.27%
YTD (%) 13.97%
CNY/VND
3,754
1D (%) 0.09%
YTD (%) 5.41%
Oil prices fell on Thursday (November 6), as investors grew worried about a potential supply glut due to OPEC+ increasing output, along with weakening demand in the U.S., the world’s largest oil consumer.
VIETNAM STOCK MARKET
VN-INDEX
1,642.64
1D -0.74%
YTD 29.67%
HNX
266.15
1D -0.21%
YTD 17.03%
VN30
1,869.60
1D -0.89%
YTD 39.03%
UPCOM
116.22
1D -0.24%
YTD 22.26%
Net Foreign buy (B)
-1,229.78
Total trading value (B)
20,294.00
1D -10.96%
YTD 11.93%
The VN-Index fluctuated sharply in the final 30 minutes of the afternoon session as bank stocks corrected and liquidity hit a five-month low. Proprietary trading desks of securities firms sold a net VND 369 billion, mainly including MWG (152 billion), MSN (38 billion), and VHM (37 billion). In contrast, they bought a net TCB (25 billion) and STB (13 billion).
INTRADAY
VN30 (12M)
SELECTED NEWS
- Prime Minister: Vietnam aims to have its first semiconductor chip factory in operation by 2026;
- Integrated procedures to be implemented for projects exempted from construction permits;
- Realized FDI in the first 10 months hits a record high compared with the same period over the past five years;
- The Bank of England keeps interest rates unchanged while waiting for inflation to ease;
- The EU launches an investigation into two major stock exchanges, Nasdaq and Deutsche Boerse;
- Asian stock markets surge on AI optimism, sparking renewed fears of a technology ‘bubble.’
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Ex-right date Fri, 12/05/25
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