S&P 500 clears 7,800 as yields remain the real test
US equities reached a new high while Treasury yields stayed elevated. Earnings provide a cushion, but that cushion has clear conditions.
Securities Firms Are the Gateway to Vietnam's Carbon Market
An emissions allowance cannot move from a factory to an order book on its own. Securities firms provide the account and order-control layer, while their economic benefit still needs operating data to be measured.
VN-Index Lost 64 Points: Reading a Rebound
After a 64.10-point two-day decline, a green VN-Index alone does not prove buyers are back. Three checks can help investors distinguish a technical bounce from a broader improvement in supply and demand.
PNJ Rises as Gold Falls: Profitability Tells the Story
PNJ shares rose while global gold prices slipped, but there is no paradox to solve. The stock and the metal are priced on different fundamentals, with margins and inventory quality now carrying more weight.
America is paying more to borrow for 30 years
Demand was present at the latest 30-year Treasury auction, but the 5.216% yield shows investors want more compensation for long-term risk.
KOSPI rebounds, portfolios can still be underwater
KOSPI gained 8.9% in one week, but an index rebound does not automatically return every portfolio to breakeven. For concentrated or leveraged positions, the path of prices matters as much as the ending level.
Nghe An waste-to-energy project: What repays the debt
A VND 2,975 billion credit line is a starting point, not proof of project economics. The repayment case depends on waste supply, cash collection and operating costs.
SCIC divestment list is not a sale schedule
SCIC plans to fully divest from 66 companies by 2030. A stock-market impact still depends on a company-specific sale plan, price and buyer.
VN-Index Falls 1.54% as Selling Broadens
The August 13 session was not simply a red VN-Index close. Weak breadth and higher turnover point to selling pressure across a wider set of stocks.
ACB, SSB and MSB Join MSCI: Look Beyond the Price
Joining the MSCI Vietnam Index creates a rebalance event worth watching, not a promise that share prices will rise. Index weights, fund size and market access determine actual buying demand.
A 65.1% share does not define auto-sector health
New-energy vehicles now account for almost two-thirds of China’s passenger-car market. Retail sales still fell, a distinction investors should keep in view before calling the sector healthy.
US CPI Cools, but the Fed Still Leans Toward Holding
July inflation eased, but the evidence is not strong enough for a Fed pivot. Core CPI, employment and oil will determine the next policy path.