BSC_Macro & Market 05/2024_The opportunity for Vietnam when being recognized by the United States as a market economy_240617

• The opportunity for Vietnam when being recognized by the United States as a ME
• Vietnam could be recognized as a Market Economy (ME)
• Notable sectors

• Global macro economy
• Global monetary policies
• World commodity prices and stock markets

• Vietnam macroeconomic forecast 2024 - 2025
• Notable Policies
• GDP growth and consumption
• Monetary policy
• Fiscal policy
• Exchange rate and Import - Export
• FDI & PMI 
• Corporate bond and government bond
• Monthly macro heatmap

• Stock Market and forecast
• Valuation
• Liquidity and structure
• Individual investors in the market
• Foreign cash flow
• ETF cash flow
• Derivatives market
• Performances of sectors
• Sectors business results
• BSC 30, BSC 50 performance
• BSC 30, BSC 50 portfolio

Appendix

• Events calendar
• Vietnam and global stock markets
• Heatmaps
• Foreign investors on the secondary Government bond market