{"id":30934,"date":"2025-05-13T16:17:46","date_gmt":"2025-05-13T09:17:46","guid":{"rendered":"https:\/\/gtjai.com.vn\/?post_type=research&p=30934"},"modified":"2025-05-14T08:19:02","modified_gmt":"2025-05-14T01:19:02","slug":"en-gtjasvn-research_strategic-report_may-update_the-global-trade-reset-was-inevitable_5-2025-en","status":"publish","type":"research","link":"https:\/\/gtjai.com.vn\/en\/research\/en-gtjasvn-research_strategic-report_may-update_the-global-trade-reset-was-inevitable_5-2025-en\/","title":{"rendered":"(EN) GTJASVN Research_Strategic Report_May Update_The Global Trade Reset Was Inevitable_5.2025 en"},"content":{"rendered":"

THE GLOBAL TRADE RESET WAS INEVITABLE<\/b><\/span><\/p>\n

INVESTMENT STRATEGY<\/b><\/span><\/p>\n

There has already been extensive analysis regarding the impact of US tariffs on global economic prospects as well as Vietnam\u2019s long-term outlook, given the country\u2019s high level of \u201cexposure\u201d to such developments.<\/span><\/p>\n

However, the frequent “twists” in policy direction under the Trump administration have caused previous forecasts to be repeatedly revised. In light of these uncertainties and unpredictable developments, we believe that the current investment strategy should focus on simpler and less volatile themes.<\/span><\/p>\n

Consistent with our previous updates, we continue to recommend a portfolio tilted toward fundamentally strong sectors, including banking, utilities, public investment-related plays, and high-dividend-yielding stocks.<\/span><\/p>\n

(EN) GTJASVN Research_Strategic Report_May Update_The Global Trade Reset Was Inevitable_5.2025 en<\/a><\/span><\/p>\n","protected":false},"author":24,"featured_media":0,"template":"","cate_research":[82],"specialized":[],"class_list":["post-30934","research","type-research","status-publish","hentry","cate_research-bao-cao-chien-luoc-en"],"yoast_head":"(EN) GTJASVN Research_Strategic Report_May Update_The Global Trade Reset Was Inevitable_5.2025 en - GTJA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gtjai.com.vn\/en\/research\/en-gtjasvn-research_strategic-report_may-update_the-global-trade-reset-was-inevitable_5-2025-en\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"(EN) GTJASVN Research_Strategic Report_May Update_The Global Trade Reset Was Inevitable_5.2025 en - GTJA\" \/>\n<meta property=\"og:description\" content=\"THE GLOBAL TRADE RESET WAS INEVITABLE INVESTMENT STRATEGY There has already been extensive analysis regarding the impact of US tariffs on global economic prospects as well as Vietnam\u2019s long-term outlook, given the country\u2019s high level of \u201cexposure\u201d to such developments. 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