{"id":30244,"date":"2025-03-28T08:59:50","date_gmt":"2025-03-28T01:59:50","guid":{"rendered":"https:\/\/gtht.com.vn\/?post_type=research&#038;p=30244"},"modified":"2025-04-09T09:00:11","modified_gmt":"2025-04-09T02:00:11","slug":"en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025","status":"publish","type":"research","link":"https:\/\/gtht.com.vn\/en\/research\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\/","title":{"rendered":"(EN) GTJASVN Research_April Market Strategy_Essential Accumulation Period_28.3.2025"},"content":{"rendered":"<p><span style=\"font-family: helvetica, arial, sans-serif\">INVESTMENT STRATEGY:<\/span><br \/>\n<span style=\"font-family: helvetica, arial, sans-serif\">The market has shown signs of correction since mid-March, driven by a gradual lack of supportive information. In an optimistic <\/span><span style=\"font-family: helvetica, arial, sans-serif\">scenario, we believe this correction phase is necessary; however, it is unlikely to be overly \u201csevere,\u201d with the VNINDEX expected to <\/span><span style=\"font-family: helvetica, arial, sans-serif\">maintain a solid price foundation above the 1,300 level, setting the stage for the next upward momentum. For now, the prospect of a <\/span><span style=\"font-family: helvetica, arial, sans-serif\">market upgrade remains the most anticipated focal point for market participants. On the other hand, concerns over tariffs and <\/span><span style=\"font-family: helvetica, arial, sans-serif\">exchange rate pressures are acting as headwinds, prompting caution among investors. In a pessimistic scenario, high tariffs and a <\/span><span style=\"font-family: helvetica, arial, sans-serif\">sharp rise in exchange rates could potentially \u201cerode\u201d the upward momentum seen since the beginning of the year.<\/span><br \/>\n<span style=\"font-family: helvetica, arial, sans-serif\">The most suitable strategy at this juncture is to closely monitor the latest developments regarding the impact of tariffs and exchange <\/span><span style=\"font-family: helvetica, arial, sans-serif\">rates (early April). Additionally, selective accumulation of stocks or sectors with supportive catalysts can be considered, including <\/span><span style=\"font-family: helvetica, arial, sans-serif\">those benefiting from the wave of Q1 earnings results, as well as banking and real estate stocks with strong fundamentals and <\/span><span style=\"font-family: helvetica, arial, sans-serif\">attractive valuations (further details in the report)<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif\"><a href=\"https:\/\/gtht.com.vn\/wp-content\/uploads\/2025\/04\/EN-GTJASVN-Research_April-Market-Strategy_Essential-Accumulation-Period_28.3.2025.pdf\">(EN) GTJASVN Research_April Market Strategy_Essential Accumulation Period_28.3.2025<\/a><\/span><\/p>\n","protected":false},"author":32,"featured_media":0,"template":"","cate_research":[82],"specialized":[],"class_list":["post-30244","research","type-research","status-publish","hentry","cate_research-bao-cao-chien-luoc-en"],"yoast_head":"<title>(EN) GTJASVN Research_April Market Strategy_Essential Accumulation Period_28.3.2025 - Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gtht.com.vn\/en\/research\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"(EN) GTJASVN Research_April Market Strategy_Essential Accumulation Period_28.3.2025 - Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)\" \/>\n<meta property=\"og:description\" content=\"INVESTMENT STRATEGY: The market has shown signs of correction since mid-March, driven by a gradual lack of supportive information. In an optimistic scenario, we believe this correction phase is necessary; however, it is unlikely to be overly \u201csevere,\u201d with the VNINDEX expected to maintain a solid price foundation above the 1,300 level, setting the stage [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/gtht.com.vn\/en\/research\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\/\" \/>\n<meta property=\"og:site_name\" content=\"Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-09T02:00:11+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/gtht.com.vn\\\/en\\\/research\\\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\\\/\",\"url\":\"https:\\\/\\\/gtht.com.vn\\\/en\\\/research\\\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\\\/\",\"name\":\"(EN) GTJASVN Research_April Market Strategy_Essential Accumulation Period_28.3.2025 - Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/gtht.com.vn\\\/#website\"},\"datePublished\":\"2025-03-28T01:59:50+00:00\",\"dateModified\":\"2025-04-09T02:00:11+00:00\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/gtht.com.vn\\\/en\\\/research\\\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\\\/\"]}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/gtht.com.vn\\\/#website\",\"url\":\"https:\\\/\\\/gtht.com.vn\\\/\",\"name\":\"Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/gtht.com.vn\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/gtht.com.vn\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/gtht.com.vn\\\/#organization\",\"name\":\"Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)\",\"url\":\"https:\\\/\\\/gtht.com.vn\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/gtht.com.vn\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/gtht.com.vn\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/faviicon-1.jpg\",\"contentUrl\":\"https:\\\/\\\/gtht.com.vn\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/faviicon-1.jpg\",\"width\":1067,\"height\":1067,\"caption\":\"Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)\"},\"image\":{\"@id\":\"https:\\\/\\\/gtht.com.vn\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>","yoast_head_json":{"title":"(EN) GTJASVN Research_April Market Strategy_Essential Accumulation Period_28.3.2025 - Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/gtht.com.vn\/en\/research\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\/","og_locale":"en_US","og_type":"article","og_title":"(EN) GTJASVN Research_April Market Strategy_Essential Accumulation Period_28.3.2025 - Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)","og_description":"INVESTMENT STRATEGY: The market has shown signs of correction since mid-March, driven by a gradual lack of supportive information. In an optimistic scenario, we believe this correction phase is necessary; however, it is unlikely to be overly \u201csevere,\u201d with the VNINDEX expected to maintain a solid price foundation above the 1,300 level, setting the stage [&hellip;]","og_url":"https:\/\/gtht.com.vn\/en\/research\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\/","og_site_name":"Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)","article_modified_time":"2025-04-09T02:00:11+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/gtht.com.vn\/en\/research\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\/","url":"https:\/\/gtht.com.vn\/en\/research\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\/","name":"(EN) GTJASVN Research_April Market Strategy_Essential Accumulation Period_28.3.2025 - Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)","isPartOf":{"@id":"https:\/\/gtht.com.vn\/#website"},"datePublished":"2025-03-28T01:59:50+00:00","dateModified":"2025-04-09T02:00:11+00:00","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/gtht.com.vn\/en\/research\/en-gtjasvn-research_april-market-strategy_essential-accumulation-period_28-3-2025\/"]}]},{"@type":"WebSite","@id":"https:\/\/gtht.com.vn\/#website","url":"https:\/\/gtht.com.vn\/","name":"Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)","description":"","publisher":{"@id":"https:\/\/gtht.com.vn\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/gtht.com.vn\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/gtht.com.vn\/#organization","name":"Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)","url":"https:\/\/gtht.com.vn\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/gtht.com.vn\/#\/schema\/logo\/image\/","url":"https:\/\/gtht.com.vn\/wp-content\/uploads\/2025\/05\/faviicon-1.jpg","contentUrl":"https:\/\/gtht.com.vn\/wp-content\/uploads\/2025\/05\/faviicon-1.jpg","width":1067,"height":1067,"caption":"Ch\u1ee9ng Kho\u00e1n Guotai Haitong (Vi\u1ec7t Nam)"},"image":{"@id":"https:\/\/gtht.com.vn\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/gtht.com.vn\/en\/wp-json\/wp\/v2\/research\/30244\/"}],"collection":[{"href":"https:\/\/gtht.com.vn\/en\/wp-json\/wp\/v2\/research\/"}],"about":[{"href":"https:\/\/gtht.com.vn\/en\/wp-json\/wp\/v2\/types\/research\/"}],"author":[{"embeddable":true,"href":"https:\/\/gtht.com.vn\/en\/wp-json\/wp\/v2\/users\/32\/"}],"wp:attachment":[{"href":"https:\/\/gtht.com.vn\/en\/wp-json\/wp\/v2\/media\/?parent=30244"}],"wp:term":[{"taxonomy":"cate_research","embeddable":true,"href":"https:\/\/gtht.com.vn\/en\/wp-json\/wp\/v2\/cate_research\/?post=30244"},{"taxonomy":"specialized","embeddable":true,"href":"https:\/\/gtht.com.vn\/en\/wp-json\/wp\/v2\/specialized\/?post=30244"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}