According to SSI Research, Vietnam has met 7 out of 9 criteria to upgrade from FTSE Frontier Market to FTSE Secondary Emerging Market by October 2025. This upgrade could attract about $1 billion from ETF funds. The list of 15 potential stocks includes the Vingroup group (VIC, VHM, VRE) expected to attract over $300 million, alongside MSN, VNM, HPG, VCB. SSI maintains a positive market outlook with a target of reaching 1,500 points by the end of 2025, supported by a stable macroeconomic foundation and the recovery of the real estate market. Profit is estimated to increase by 14% in 2025 and 15% in 2026, making Vietnam’s valuations attractive compared to the region. The low-interest-rate environment also encourages cash flow into the stock market.
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