On the morning of April 8, FTSE Russell announced the mid-term review results within the framework of the March 2026 stock market classification review.
According to FTSE Russell, the issuance of Circular 08/2026/TT-BTC has officially established a legal framework to ensure foreign investors' access to the Vietnamese stock market through global securities companies, and at the same time, improved regulations related to the mechanism of non-pre-funding. Regulatory agencies, domestic securities companies, global securities companies, custodian banks and international institutional investors have agreed on the implementation model according to the new mechanisms mentioned above.
On that basis, the Board of Directors of FTSE Russell Index confirmed the roadmap for upgrading from the Frontier Market to the Secondary Emerging Market. The allocation of Vietnamese stocks to FTSE's index baskets officially started on September 21, 2026.
To ensure the transition process takes place stably, in accordance with market conditions and create favorable conditions for investors, the inclusion of Vietnamese stocks in FTSE Russell's global index sets will be implemented according to a roadmap in accordance with the practices of the market ranking organization FTSE Russell, starting from September 2026 and completing in September 2027.
In addition, investors' psychological pressure on the Middle East conflict was also relieved when US President Donald Trump agreed to temporarily suspend attacks on Iran for two weeks. This information helped crude oil prices fall sharply below $100/barrel, thereby helping to reduce concerns about the energy crisis.
Accordingly, the world stock markets also reacted positively when they simultaneously increased sharply in this morning's session. Among them, Nikkei225 increased by nearly 5%, Topix also increased by more than 3%; Hang Seng, SSE Composite Index also increased by around 2%...
The Vietnamese stock market entered this morning's trading session with green color spreading throughout the market after receiving good news. The main indices accordingly surged right at the opening and maintained good growth momentum throughout the morning session.
At the end of the morning session, VN-Index increased by 58.66 points to 1,736.20 points. On the HOSE exchange, there were 288 gainers and 41 losers. However, despite the overwhelming number of gainers, only 4 stocks hit the ceiling price: NVL, TCH, HHS and VPG, of which only NVL is the stock in the expected list to be added to the FTSE basket.
Market liquidity also improved with a total trading volume of more than 669 million units, equivalent to a value of 17,607 billion VND.
Cash flow mainly focuses on securities, banking and real estate companies. Among them, VIX leads with 50 million units matched, HPG matched 44.8 million units, SHB matched 40.6 million units, SSI matched 38.5 million units, NVL matched 29.2 million units and there is still a ceiling buy order of more than 6 million units...
Sharing at the program "Cafe with witnesses", Mr. Pham Luu Hung - Chief Economist, Director of Analysis of SSI Research said that the actual upgrade plan will be implemented in 4 phases, instead of being divided equally as initially predicted, with uneven intervals between phases. Specifically, phase 1 on September 21, 2026 (weight 10%), phase 2 on March 22, 2027 (20%), phase 3 on June 21, 2027 (35%) and phase 4 on September 20, 2027 (35%).
Notably, the cash flow in the first phase in September 2026 is expected to be quite limited, only about more than 150 million USD, so the short-term impact on the actual cash flow on the market is assessed as not too large.
Although direct cash flow from passive funds in the early stages is not too strong, according to Mr. Pham Luu Hung - Chief Economist, Director of SSI Research Analysis, the most important positive point is that Vietnam has officially been upgraded, opening the door to access the global investor ecosystem.
