Foreign Investors Eye Việt Nam’s Market Upgrade | Vietnam Today

Vietnam is moving closer to a potential stock market upgrade. At the moment, expectations from international investors are becoming increasingly clear. So what exactly are investors looking for? And where could the next wave of capital flow? Let's find out the answer in the following story. Millions of dollars in passive foreign ETF capital are expected to enter Vietnam's market ahead of active funds, mainly targeting blue-chip stocks. In 2026, blue-chips with low free flow are likely to benefit most. Stock groups that benefit from Resolution 79 on state-owned economic development are stocks with high Q4 business results, but whose valuations are not yet high. Diversification of industries, meanwhile, is seen as essential. Foreign investors tend to favor non-financial sectors such as manufacturing, consumer goods and health care. They see Vietnam's financial sector, which makes up about 40% of the VN index, as relatively large compared to other markets. So many are watching closely to assess how companies in this sector will perform going forward. The stable macroeconomic foundation, along with the prospect of economic growth, will continue to be the basis for foreign investment. With profit growth remaining at 16 and 18 percent, the return of foreign capital to the Vietnamese market is potential. We can be confident that Vietnam will officially be upgraded in March 2026. ETFs, funds and managed funds will show interest in Vietnam. In January, despite overall net selling, international investors mainly took profits on stocks that have surged, while selectively buying fundamental strong shares that have seen deep price corrections.