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Market Strategy – VIETNAM’S STOCK MARKET WILL FACE HEADWINDS IN Q2 BUT THERE ARE STILL POCKETS OF GOOD VALUE ON OFFER

Strategy Note 26/04/2018    170

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  • Vietnam’s stock market is entering choppy waters after a stellar first quarter run.
  • Progress on Vietnam’s path to an MSCI Emerging Markets upgrade is unlikely to be dramatic.
  • Heavy-weighted large caps are skewing the market valuation multiples; a vast number of stocks are trading at a deep discount to the index.
  • Brokers will continue to attract interest due to continued strong stock market trading activity in 2018.
  • Cyclical sectors such as banking, property, construction and construction materials will continue to ride a strong economy.
  • The textile & garment, agriculture & fisheries and automotive sectors might also benefit from macro factors.

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