According to SSI Research’s strategic report for the second half of 2025, Vietnam has met 7 out of 9 criteria needed to upgrade from FTSE Frontier Market to FTSE Secondary Emerging Market. This progress is attributed to key legal documents, including Circular 68/2024, which regulates pre-trade margining. SSI anticipates a 90% chance that FTSE Russell will announce Vietnam’s upgrade in October 2025, potentially attracting 1 billion USD from ETFs. A list of 15 potential stocks was presented, mostly blue-chip stocks, with Vingroup (VIC, VHM, VRE) expected to attract about 300 million USD. The market outlook remains positive, with a target index of 1,500 points by the end of 2025, supported by stable macroeconomic fundamentals and sustainable profit growth. The attractive yield of 8.4% on the stock market compared to an average deposit interest rate of 4.6% will also help bolster investment flows.
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