The Vietnamese Parliament has passed the annual target of 6 % to 6.5 % of the economic growth rate in 2024. Compared with the actual growth rate of 2023, the economic growth rate has further growth space. Recently Speed ​​to accelerate infrastructure funds in place, it is expected that monetary policy and fiscal policy will continue to be two -pronged to promote the economic growth of Vietnam.

 

The Ri Sheng Vietnam Opportunity Fund Research Team stated that the Ministry of Industry and Commerce of Vietnam recently mentioned that the trade surplus expected in 2023 will reach a record of US $ 26 billion, about three times last year and a trade surplus in the eighth consecutive year, which will help strengthen strengthening Foreign exchange base and stabilize the Vietnamese shield exchange rate. The Ministry of Industry and Commerce also estimates that exports will grow 6 % next year to create a trade surplus of about 15 billion US dollars. In addition, with the recovery of the industrial sector, employment and salary in 2024 will improve, which will help to enhance domestic domestic demand.

 

In terms of real estate, the Vietnamese government and the National Bank of China (SBV) have implemented the necessary solutions to open credit for the real estate market. This year, the demand for mortgage loans is continuously boosted, it is expected to improve the financial situation of real estate companies in 2024, and see the recovery of the real estate market. In addition, Fitch has been raised in the mid -December of Vietnam's long -term foreign currency rating, which is raised from BB to BB+. The future outlook is stable. The main reason is that the country's foreign exchange base improvement and foreign direct investment have a strong inflow.

 

The Risheng team pointed out that in terms of corporate profits, the market is expected to reach 18 % of the annual growth rate of Vietnamese enterprises in 2024. It is estimated that it can be located in the previous section of the profit standards of Asian enterprises, and presents the positive fundamentals of fundamentals. To the atmosphere, market funds have the opportunity to move closer to consumer stocks, technology stocks, finance and real estate stocks with better profitability.

 

Zhang Chenwei, Manager of China Trust Vietnam Opportunities Fund, said that most manufacturing this year has gradually recovered, supporting Vietnam's economic growth, and gradually improving market confidence, the Ho Chi Minh index has recently resumed upward momentum, and the index currently shocks near 1,100 points. Looking forward to the market outlook, Zhang Chenwei believes that with the continuous upgrading of the Sino -US technological war, the US government sought decentralized semiconductor manufacturing to avoid the risk of excessive concentration. A few days ago, Vietnam has become the place of "friendly outsourcing" in the US semiconductor manufacturing, which is expected to bring new stimulus to the stock market, continue to boost investor confidence, and drive the market to stabilize and recover.

 

From the perspective of the overall ASEAN market, Gao Haowei, manager of Qunyi ASEAN Growth Fund, said that looking forward to the market outlook, the market's focus will return to Southeast Asia's total and enterprise benefits. The Philippine stock market evaluation, which has been suppressed by high inflation rates, has reached the low point of nearly 10 years, and there should be opportunities for performance next year. The country should be optimistic about Indonesia and Vietnam's superposition, and the industry is technology and real estate.
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