The market, not the Fed, prices a 6.55% mortgage
U.S. mortgage rates have reached 6.55%, but the Fed does not set that number directly. Treasury yields, inflation expectations and mortgage-backed securities all sit between policy and a home loan.
PCB on UPCoM: VND 9 trillion is not new capital
HNX has approved the registration for trading of 900 million PCB shares on UPCoM, but that does not put VND 9 trillion into PVcomBank. The key is to distinguish where cash flows and which facts are still pending.
FPT returns to 2023 prices as revenue takes centre stage
FPT shares have returned to late-2023 levels even as core operations continue to grow on a comparable basis. The lower valuation is a demand for proof of earnings quality, not a final verdict on the business.
VN-Index Is Green, but Portfolios Are Not
VN-Index reclaimed 1,800 after a sharp intraday reversal. With decliners still outnumbering advancers, however, the index does not yet describe every investor’s experience.
South Korea's Rate Hike: Oil Meets a Chip Buffer
South Korea raised rates for the first time in more than three years. The decision shows how an energy shock, exchange rates and chip exports are reshaping the policy calculation across Asia.
SpaceX Falls Through Its IPO Price, $135 Is No Floor
SpaceX briefly traded below its offer price on July 15 before recovering. The episode is a useful reminder that an IPO price is a reference point, not a guarantee for investors buying after listing.
TCX joins VN30: Funds will not finish buying in a day
TCX will enter VN30 on 3 August, but that does not guarantee a higher share price. New investors should read the rebalancing calendar, index weight and trading liquidity instead.
Hanoi apartment prices rise, demand has not caught up
A higher average primary price is not proof that every project is selling well. Supply mix, absorption and resale prices are telling different stories.
VN-Index falls 24.51 points: Watch market breadth
VIC and VHM amplified the index’s decline, but 251 declining stocks on HOSE reveal pressure across much of the market. For new investors, breadth is the data layer that should not be skipped after a sharp down day.
P-Lab and PNJ: Do Not Infer from One Prosecution Decision
The prosecution of a P-Lab appraisal employee is serious, but it is not a legal finding against PNJ or P-Lab as a legal entity. Investors now need evidence on scope and the company’s response.
Cooling US CPI, Brent crude revives supply risk
Softer US inflation lowered yields, while Brent's surge introduced a different risk. For Vietnam's equity market, exchange rates and market breadth matter more than the energy sector's color alone.
Wall Street bank profits are not equal in quality
America’s largest banks all beat second-quarter expectations, but they made their money in very different ways. The source of earnings matters more than the headline beat.