Tiến sĩ “Quất Mạnh Vào” ngừng khuyên mua, bán cổ phiếu

Chim nhợn bay ngập zời VNI

TLS đang full cổ đó pak. Tuần vừa rồi dẫn đầu là SSI, VND tích cực mua ròng cổ phiếu.

Bài tự sự của tiến sĩ QMH được dịch sang cho Tây lông tham khảo, thảo nào chứng xuống mãi. Hết hiểu nổi Hào có nghĩ đến rủi ro khi phát biểu không nhỉ ?


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The world's big investment funds seem not to be eying Vietnam's stock market because of worries about macro economy risks including risks on policy.

Many opinions show that Vietnam is an attractive emerging market. However, up to 90 percent foreign investors are not interested in Vietnam's stock market while those who are interested in Vietnamese stock market account for a very small part.

During "international finance conference" held in London in late September, a representative of the US-based bank asked: "Can you tell me why we should care about Vietnam's stock market"?

Honestly, when being asked, I could not think of any reason for the answer. If comparing about the economic growth, Vietnam's growth is not as high as China's and if talking about the growth of the stock market during past time, our country is not as high as even Indonesia or Philippines. While as for investment funds, their first interest is foreseeable and graspable profit.

Additionally, also in the margin of the conference, I asked some analysts and policy makers about global investment plans of large investment funds and they shared, with Vietnam, apart from worries about FX rate risks, Vietnam's " inflationary stagnation" is also one of the problems.

Particularly, they analysed, the inflation tends to increase again while credit interest rate remains high for a long time, making production activities in the country seem not to develop. Meanwhile, industrial production growth and retail sales still have big gap, showing that import will have to increase. It means that trade deficit will increase and therefore it will lead to the depreciation of the dong. Those factors are the manifestation of "inflationary stagnation".

In addition, they also expressed their concerns about policy risks. In the US, when Federal Reserve-Fed prepares to adjust any policy relating to interest rate or money supply, they always provide first-oriented information. For example: "our economy is showing signals of slower growth". This information will help investors understand that FED will retain the key rate or maintain it at low level.
Meanwhile, in Vietnam, foreign investors find hard in forecasting and making policy for them.

Regarding products for investment, even funds that are now interested in Vietnam said that they do not know what to do if entering Vietnam. Recently, when we have cheered when hearing that Citibank-the US leading bank, is negotiating to buy a securities company in Vietnam, but actually a few days ago, they did it in Malaysia and Philippines earlier. Vietnam is the last country.

So what can we hop in the future? Representative of some funds said that they are expecting a milestone in 2012 when we have certain loosening policies for foreign investors in accordance with WTO's roadmap.

Quat Manh Vao mới sướng chứ
cám ơn bài viết của Bác nhé [r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)][r2)]

ok bác, em thấy chim lợn và bìm bịp nói cho sướng miệng chứ các bác ý hô hào chỉ có gà mờ mới nghe theo.

Tiến sĩ “Quất Mạnh Vào” không ngừng khuyến mua, bán cổ phiếu ... một cú né hạ quá thông manh...

Hô hào sai nhiều quá, nên ko dám hô hào nữa

Hay thiệt đó mấy bác, thường là giờ này các ctck đã cho ra nhận định này nọ, mà em biết chắc là sẽ đại loại là tt sẽ sideway va xuong trong ngắn hạn, rồi thì luồng tiền không có, nên cầm cổ nhiều hơn cầm tiền. Nhưng đến thời điểm này em lên vneconomy, cafef, ... tuyệt nhiên mất bóng các nhận định của ctck (các bác có thể kiểm chứng). TT đã không thể lên suốt 1 thời gian dài do các ctck cứ nhai đi nhai lại điệp khúc, ai mà dám mua vô. Giờ thì hết rồi, mai tt sẽ tăng trong nghi ngờ. [r2)][r2)][r2)]

May quá, cuối cùng cũng im cái mồm lại cho người ta nhờ, ckvn sắp khởi sắc lại rồi !

Chả có nhẽ........có chỉ đạo ko bỗng tự nhiên tất cả im bặt??????????