Vietnam stocks jump as FTSE upgrade flows lift real estate toward 1,800

Vietnam’s VN-Index rose 1.17% to 1,788.78 points on August 24, outperforming major Asian markets as real estate stocks rallied on expectations surrounding FTSE Russell’s addition of 27 Vietnamese stocks to its FTSE Global All Cap index. Vingroup gained 4.63% and contributed 15.21 points, while Vinhomes rose 2.37%. SSI Research estimates passive inflows of about $1.45 billion over the full transition, including roughly $145 million in the first tranche in September 2026, while Vietcap Securities previously estimated total index-related flows could reach $3 billion. The additions raise Vietnam’s benchmark weight to 0.49%, according to Vietcap, and support its move from frontier-market status to secondary emerging-market classification. Foreign investors were net buyers on HoSE for a second consecutive session, although uneven bank performance, liquidity below its 20-week average and resistance near 1,800 points remain risks.

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