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BSC_Macro & Market Q2.2023_GDP +4.14% YoY in Q2.2023_VN-Index VN-Index gained positively_230720

Báo cáo chiến lược

Date

20/07/2023
Language

Tiếng Việt
Number of Downloads

106

Detailed report

MACRO JUNE 2023

01 Manufacturing weakened in all three economics

02 Domestic economic growth in the second quarter was weak

03 The business situation of enterprices weakened

04 Domestic manufacturing activities weakened

05 FDI improved

06 Import-Export decreased

07 Stable inflation

08 Negative swap between VND and USD o/n interest rate

09 Exchange rate was going up

MARKET JUNE 2023

10 Forecast for July 2023

11 P/E VN-Index in the top eight of Asia

12 11/11 of sector level 1 rallied in Q2

13 Explosion liquidity, market capitalization of 5.6 million billion

14 Foreign investors withdrawn money in Q2.2023

15 international individual investors exciting back in Q2.2023

16 Corporate bond market in Q2/2023 has been continously gloomy

17 Factors affecting July 2023

18 Investment strategy for July 2023

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