The Vietnamese stock market witnessed an explosive trading day with an increase of more than 3% approaching the psychological threshold of 1,700 points, becoming the second largest increase since the time the counterpart tax was announced.
The current market capitalization is about 365 billion USD, equivalent to about 73%/GDP 2025, quite reasonable if considering the growth prospects in 2026.
The cash flow spread strongly to most major industry groups such as: Banking (VCB, VPB, CTG, TCB), Securities (SSI, VIX), Real Estate (DIG, PDR) shows that stocks after the adjustment have regained balance and recovered.
Liquidity has improved, this is a positive signal that investor sentiment is gradually becoming more optimistic, in the context that the market upgrade results will soon be officially announced.
With the probability of upgrading being assessed at a high level, trading activities in the coming sessions are expected to be more vibrant, cash flow tends to return stronger in many industry groups.
In addition, the story of business results in the third quarter of 2025 is also something investors are interested in. Analysts predict that the profit in the third quarter of 2025 of the whole market may grow by over 20% over the same period. The profit picture for the third quarter of 2025 is also an important indicator to predict where investment cash flow will flow into, which industry group will be the focus in the last months of 2025.
Meanwhile, at the end of October, the FOMC meeting will attract attention with expectations that the Fed will continue to cut interest rates. If this happens, it will be positive information for Vietnam, helping to reduce pressure on the USD/VND exchange rate and creating more favorable conditions for the State Bank to operate a loose monetary policy, towards the dual goal of: stabilizing the macro and promoting growth.
According to experts from Asean Securities Company, the increasing consistency of VN-Index may continue at the beginning of today's session on October 7 with the next target areas being 1,710-1,720 points. However, fluctuations may soon appear as foreign investors continue to sell net, in addition to supply-side profit-taking around the historical peak.
Asean experts recommend that investors, after disbursing in recent corrections and fluctuations, can maintain their current position to optimize portfolio profits. Investors are holding a large proportion of cash to limit FOMO at the sessions, while only considering increasing the proportion again at the sessions of fluctuations and accumulation. Prioritize observing sectors that benefit from loose macro policies (banking, securities, real estate, etc.).
