04/07/2024
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In the short run, we are NEUTRAL towards both VN consumer discretionary and consumer staples stocks. Investors can still find opportunities to invest in potential individual stocks (especially midcap and lowcap) in the two subsectors. In the long run, there are opportunities for companies from both subsectors and we assess the long-term outlook to be PROMISING for both subsectors.
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2026 INVESTMENT STRATEGY Entering 2026, the global and Vietnamese investment landscape continues to present a core paradox: “the most efficient is not...
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GLOBAL TECHNOLOGY SECTOR: AI AS THE CORE GROWTH DRIVER 2025 marked a major turning point for the global ICT and technology sector, driven not only by traditional...
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(EN) GTJASVN_Sector Report_Port & Maritime Transport_Outlook 2026_OUTPERFORM_31.12.2025 The Vietnamese port and Maritime Transport sector recorded...
