Stock market 2026: Prospects from the 'boost' of upgrading

Stocks are still up

Sharing at the seminar "Attraction of asset classes" organized by the Finance - Investment Newspaper ( Ministry of Finance ) on the morning of November 13, in Hanoi, Dr. Nguyen Tri Hieu - Director of the Institute for Research and Development of Global Financial and Real Estate Markets, assessed that the Vietnamese stock market in 2025 will have positive development and this trend is expected to continue in 2026 thanks to the opportunity to upgrade from a frontier market to an emerging market.

*Mr. Pham Van Hoanh - Editor-in-Chief of Finance - Investment Newspaper spoke at the event. Photo: NH*

An upcoming information that Mr. Nguyen Tri Hieu assessed will impact the Vietnamese stock market is the forecast that the US Federal Reserve (FED) will lower interest rates to about 0.25% next week. If this happens, it will create an opportunity for the US stock market to increase and create certain excitement for the world stock market, including Vietnam.

Sharing the same view, Mr. Trinh Ha - strategy expert, Exness Investment Bank said that the FED meeting will take place in December 2025 and about 60% of information shows that this agency will cut interest rates. This will have a positive impact on the US stock market and spread to the Vietnamese stock market.

In addition to the opportunities from the FED's interest rate cuts, experts shared at the seminar that the Vietnamese stock market is being supported by the macro foundation and economic growth prospects of Vietnam in 2025, as well as the prospect of double-digit economic growth in the period 2026 - 2030.

Regarding this issue, Mr. Pham Van Hoanh - Editor-in-Chief of Finance - Investment Newspaper said: In the context of global growth forecast to be only around 3% in 2025, Vietnam has emerged as a bright spot of sustainable and stable growth, ranked by many international organizations as a "rising star" of Asia.

Vietnam is also affirming its position as an economy with a scale of nearly 500 billion USD, a stable political environment, increasingly modern infrastructure, and a legal system and financial and monetary policies that are being extensively reformed.

*The panel discussion on the attraction of asset classes took place on the morning of November 13. Photo: NH*

In particular, the four important resolutions issued by the Politburo in recent times are considered the "four institutional pillars" of the economy, including Resolution 57-NQ/TW on science, technology development and innovation; Resolution 59-NQ/TW on promoting and enhancing comprehensive, deep and effective international integration by 2030; Resolution 66-NQ/TW on continuing to innovate mechanisms and policies, perfect institutions and administrative reforms; Resolution 68-NQ/TW on strongly developing the private economy... The four resolutions have created a solid foundation, strengthened market confidence and created a new legal corridor for investment capital flows, from domestic to international.

“The Vietnamese stock market currently has a capitalization equivalent to more than 100% of GDP, with an average liquidity of billions of USD per session. The process of upgrading the market from “frontier” to “emerging” is being strongly promoted, opening up opportunities to receive tens of billions of USD in capital flows from global investment funds,” Mr. Pham Van Hoanh informed.

Investors should still be cautious

According to Mr. Trinh Ha, despite strong growth in 2025, stocks are still a channel that investors should pay attention to in 2026. Of course, there will be downward pressure, but that is an opportunity for investors to buy stocks at low prices and can earn a profit of about 30 - 50% if they hold stocks for the whole year.

Although the profit opportunities are high, experts still say that investors should be cautious in the investment process, because although the market is growing strongly, in reality there are still investors who do not make a profit, or even lose money due to choosing an inappropriate portfolio. Therefore, careful consideration is needed in the process of choosing stocks.

*Speakers participating in the discussion at the seminar. Photo: NH*

Besides stocks, economic experts believe that crypto assets are also an investment channel that investors should consider in 2026. Regarding this opinion, Mr. Giap Van Dai - Founder and CEO of Nami Foundation Company said: Crypto assets are very attractive to investors, especially young people, not only because they are new but also because the mechanisms and policies for crypto assets in Vietnam have begun to receive attention from the Government.

In particular, Resolution 05/2025/NQ-CP of the Government on piloting the crypto market in Vietnam for a period of 5 years is considered a historic step, establishing for the first time a legal framework for trading activities of a new but rapidly developing asset class in Vietnam.

Experts assess that the new legal framework for crypto assets will help minimize risks, limit unregulated platforms, and open up opportunities for Vietnam to gradually become one of the regulated crypto asset centers in Asia.

The upgrading of the Vietnamese stock market by FTSE Russell is both a milestone and the starting point for a new stage of development. Many investors, both active and passive, who have previously paid little attention to the Vietnamese stock market, now consider the Vietnamese stock market a potential investment channel.

Source: https://congthuong.vn/thi-truong-chung-khoan-2026-trien-vong-tu-cu-huych-nang-hang-430253.html