Morning brief 01/12/2025
GLOBAL MARKET
DJIA
47,716.42
1D 0.61%
YTD 12.16%
S&P500
6,849.09
1D 0.54%
YTD 16.45%
NASDAQ
23,365.69
1D 0.65%
YTD 21.00%
VIX
16.35
1D -5.00%
FTSE 100
9,720.51
1D 0.27%
YTD 18.93%
DAX
23,836.79
1D 0.29%
YTD 19.73%
CAC40
8,122.71
1D 0.29%
YTD 10.05%
Brent oil ($/barrel)
63.14
1D 0.22%
YTD -15.87%
Gold ($/ounce)
4,242.00
1D 1.90%
YTD 60.98%
Wall Street recorded its fifth consecutive recovery session on Friday (28/11), helping November shift from a corrective phase to a slight increase. Three main factors contributed to this rebound: a better-than-expected jobs report (despite a slight uptick in unemployment), Walmart — regarded as a key gauge of consumer spending — issuing an optimistic outlook, and finally, growing expectations that the Fed will cut interest rates next month to support the economy.
VIETNAM ECONOMY
Vnibor
5.30%
1D (bps) -50
YTD (bps) 133
Deposit interest 12M
4.60%
5 year-Gov. Bond
3.47%
1D (bps) -2
YTD (bps) 99
10 year-Gov. Bond
3.65%
1D (bps) -18
YTD (bps) 80
USD/VND
26,412
1D (%) 0.01%
YTD (%) 3.37%
EUR/VND
31,334
1D (%) -0.20%
YTD (%) 14.92%
CNY/VND
3,786
1D (%) -0.05%
YTD (%) 6.32%
Following heightened expectations of a Fed rate cut, global gold futures saw strong buying momentum last week and at the start of this week’s trading session. Specifically, gold futures returned to the 4,250 USD/oz mark early this morning (Vietnam time) — the highest level in more than a month, surpassing the previous peak set on November 13.
VIETNAM STOCK MARKET
VN-INDEX
1,690.99
1D 0.40%
YTD 33.49%
HNX
259.91
1D -0.58%
YTD 14.28%
VN30
1,923.92
1D 0.14%
YTD 43.07%
UPCOM
119.22
1D -77.88%
YTD 25.42%
Net Foreign buy (B)
344.63
Total trading value (B)
25,555.00
1D 12.93%
YTD 40.95%
VN-Index edged up more than 6 points thanks to capital inflows lifting key blue-chip stocks such as the Vin group and VNM. On November 28, proprietary trading desks of securities firms recorded a net sell of VND 393 billion after five consecutive net-buying sessions, with major net sells including VHM (VND 59 billion), HDB (VND 59 billion), and HPG (VND 45 billion).
INTRADAY
VN30 (12M)
SELECTED NEWS
- PMI November 2025: Vietnam’s manufacturing sector continued to grow despite disruptions caused by storms;
- The National Assembly enters its 7th working week: Focusing resources on major policy decisions of the session;
- Completion of Ring Road 2.5 expected in Q1/2026;
- Germany’s Parliament approves a record-high 2026 budget;
- Gasoline prices in the U.S. drop to a record low;
- Concerning information about population aging in South Korea and Japan.
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Ex-right date Fri, 12/05/25
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