Fialda là Kênh thông tin chuyên sâu về các lĩnh vực kinh tế, tài chính & chứng khoán được cập nhật liên tục, chính xác và đầy đủ nhất Việt Nam áp dụng công nghệ 4.0 AI & Big Data. Tin tức và sự kiện doanh nghiệp được cập nhật liên tục. Thông tin về các giao diện cổ đông nội bộ, nhận định thị trường, phân tích chứng khoán qua lăng kính kỹ thuật, thông tin nhịp đập thị trường được cập nhật đầy đủ, liên tục và chính xác.
Tại Diễn đàn Đầu tư Việt Nam 2027, chuyên gia Đào Phúc Tường phân tích khả năng hút vốn quốc tế của thị trường chứng khoán sau khi được nâng hạng lên nhóm mới nổi.
Các ý chính:
- Ông Tường cho rằng thị trường đang thiếu câu chuyện đầu tư mới, khi nhóm ngân hàng, bất động sản và chứng khoán vẫn chiếm tỷ trọng lớn trong VN-Index.
- Ông nhận định dòng vốn FDI và M&A tại Việt Nam vẫn sôi động hơn nhiều nước trong khu vực, trong khi đầu tư gián tiếp qua thị trường chứng khoán còn gặp nhiều thách thức.
- Theo ông, các định chế lớn như HSBC hay JP Morgan đã theo dõi Việt Nam thường xuyên, nhưng câu hỏi then chốt là các nhà đầu tư sẽ giải ngân vào lĩnh vực nào.
- Ông lập luận định giá thấp chưa đủ để thu hút quỹ ngoại, vì người quản lý quỹ chịu áp lực hiệu suất và phải cân nhắc rủi ro bẫy giá trị ở thị trường mang tính chu kỳ.
- Ông cho biết nhiều quỹ tại Việt Nam duy trì tỷ trọng tiền mặt khá cao, phổ biến ở mức 20–30%, và nếu giải ngân chủ động hơn, thị trường có thể được hỗ trợ.
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