Retail Stocks Surge Ahead of Fake Goods Crackdown and Tax Management Tightening

In a polarized market, retail stocks like MWG, FRT, PNJ, PET, and DGW surged, even hitting ceiling prices. These companies have large, reputable systems, such as the Thế Giới Di Động chain and FPT Shop. The crackdown on fake goods and tightening tax management is expected to drive consumers towards more reliable sales channels. According to SSI Research, evolving tax policies for household businesses will diminish competition for informal trading channels, enhancing competitiveness for established retailers. New regulations will complicate things for many small businesses, potentially raising prices and narrowing the price gap between traditional and modern channels. Additionally, major e-commerce platforms like Shopee and TikTok Shop will hike fees for sellers, creating a more level playing field for businesses.