Report
Hung Le ...
  • Lam Nguyen
  • My Tran
  • Toan Vo

2025 Investment Strategy: Dare to depart

Dear Investors,
As 2024 comes to a close, we turn our attention to 2025, navigating a landscape that presents both opportunities and challenges.
Reflecting on 2024, Vietnam demonstrated remarkable resilience, achieving robust economic growth and positive stock market performance despite external pressures and ongoing institutional reforms. Our investment strategies proved successful, enabling clients to maximize opportunities amidst market fluctuations.
Looking ahead to 2025, Vietnam’s economy is expected to maintain steady growth, with GDP projected at 6.8% and inflation controlled at around 4%. A strong public investment agenda, including a projected 10.5% increase in development spending, alongside legal reforms and anticipated market upgrades to "Secondary Emerging Market" status by FTSE, will establish a positive foundation for the stock market. However, potential exchange rate volatility and domestic interest rate pressures exceeding the 2024 average pose challenges to monitor​. The recovery in sectors such as real estate, retail, and energy will likely enhance Vietnam's appeal compared to regional and global markets.
The "2025 Investment Outlook," prepared by the research team at VDSC, analyzes key drivers, including policy reforms, private investment and consumption growth, foreign investment attraction, and risks from U.S. policies under President Donald Trump’s new term. These factors are expected to drive market dynamics in the year ahead. We believe that maintaining investments, diversifying portfolios, and focusing on fundamentals will help clients construct resilient and adaptive investment strategies amid risk scenarios.
Our commitment is to deliver tailored solutions aligned with market trends, enabling clients to seize potential opportunities in the coming year.
As your trusted partner, we pledge to leverage our expertise and relationships to achieve the best outcomes for you
Provider
Viet Dragon Securities
Viet Dragon Securities

Viet Dragon Securities belongs to top 20 biggest securities companies in terms of chartered capital in Vietnam. With a qualified, dedicated and professional team, a widespread network, advanced technology, diversified products and services, and good relationship with local and foreign institutions, we provide a wide range of services and products to our clients both individuals and institutions, both local and foreign. We commit to provide our clients with promising investment opportunities and a comprehensive and professional financial investment services.

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Analysts
Hung Le

Lam Nguyen

My Tran

Toan Vo

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