Morning brief 01/08/2025
GLOBAL MARKET
DJIA
44,130.98
1D -0.74%
YTD 3.73%
S&P500
6,339.55
1D -0.37%
YTD 7.79%
NASDAQ
21,122.45
1D -0.03%
YTD 9.38%
VIX
16.72
1D 8.01%
FTSE 100
9,132.81
1D -0.05%
YTD 11.74%
DAX
24,065.47
1D -0.81%
YTD 20.88%
CAC40
7,771.97
1D -1.14%
YTD 5.30%
Brent oil ($/barrel)
71.82
1D -0.01%
YTD -4.30%
Gold ($/ounce)
3,291.00
1D -0.27%
YTD 24.89%
U.S. stocks declined on Thursday (July 31), as broader market concerns overshadowed impressive earnings results from tech giants Microsoft and Meta Platforms. Specifically, Microsoft and Meta shares rose by 4% and 11% respectively after posting better-than-expected quarterly earnings. However, in June 2025, the core PCE index rose 2.8% year-over-year, exceeding analysts’ forecast of 2.7%. This fueled concerns that interest rates may remain unchanged in September.
VIETNAM ECONOMY
Vnibor
3.38%
1D (bps) -30
YTD (bps) -59
Deposit interest 12M
4.60%
5 year-Gov. Bond
2.93%
1D (bps) 2
YTD (bps) 45
10 year-Gov. Bond
3.30%
1D (bps) 5
YTD (bps) 45
USD/VND
26,380
1D (%) -0.08%
YTD (%) 3.24%
EUR/VND
30,754
1D (%) -1.10%
YTD (%) 12.79%
CNY/VND
3,701
1D (%) -0.29%
YTD (%) 3.93%
President Trump has just signed an executive order to revise tariffs on dozens of countries, setting new rates ranging from 10% to 41%. Specifically, Syria faces the highest tariff at 41%, while Laos and Myanmar face a 40% rate on goods exported to the U.S. Some regional countries facing similar tariffs to Vietnam include Taiwan at 20%, and Thailand, the Philippines, and Indonesia at 19%.
VIETNAM STOCK MARKET
VN-INDEX
1,502.52
1D -0.34%
YTD 18.61%
HNX
266.34
1D 1.85%
YTD 17.11%
VN30
1,615.23
1D -0.95%
YTD 20.11%
UPCOM
105.79
1D 0.65%
YTD 11.29%
Net Foreign buy (B)
-2,235.69
Total trading value (B)
48,998.65
1D 4.64%
YTD 170.25%
VN-Index ended mostly in the red yesterday as foreign investors net sold over VND2,000 billion. Proprietary trading desks also net sold VND164 billion, including VPB (VND144 billion), BSR (VND101 billion), and VNM (VND49 billion). On the other hand, they net bought MWG (VND102 billion), FPT (VND74 billion), and GEX (VND30 billion).
INTRADAY
VN30 (12M)
SELECTED NEWS
- July 2025 PMI: The number of new orders increased for the first time in four months;
- Long Thanh Airport is scheduled to receive its first flight on December 19;
- Prime Minister: The target of completing 3,000 km of expressways by 2025 must be achieved without compromise;
- President Trump announced new reciprocal tariffs ranging from 10% to 41%, with transshipment goods facing a 40% rate;
- The Fed received negative news as its preferred inflation gauge accelerated in June;
- The U.S. dollar is heading for its strongest weekly gain in three years following the Fed Chair’s hawkish remarks.
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Ex-right date Fri, 12/05/25
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