| Summary: |
- The stock market faced ongoing headwinds in early February from rising deposit and interbank rates, and a softening Real estate sector. However, easing liquidity pressure and a bounce-back in several blue chips lifted the Vn-Index in late February.
- Three-exchange average daily trading value dipped on a prolonged Tet holiday, yet outperformed the 2025 mean.
- In March, the market upgrade theme will resurface as FTSE is scheduled to announce its review results on April 7, 2026.
- Escalating Middle East tensions present tactical opportunities in energy and commodity stocks.
- The market’s upward momentum may face greater challenges in March, as the VN-Index has recorded four consecutive months of gains and is now approaching its historical peak around the 1,900-point level. Therefore, the strategy for March should prioritize risk management and focus on selecting stocks from sectors expected to benefit from policy support, potential market upgrade prospects, and those likely to gain from commodity price movements.
bvsc-market-outlook-march-2026.pdf
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