Sharing the same opinion with Dr. Nguyen Tri Hieu, in the discussion "Investment picture 2021 - Prospects 2022" held recently,
Mr. Le Anh Tuan - Investment strategy planning director of Dragon Capital Vietnam Fund Management Company Nam (DCVFM) also assessed that securities are still the most attractive investment channel and have the most growth potential in 2022 because Vietnam's economy can grow from 7-7.5%.
According to Mr. Tuan, the political-economic stability, together with the appropriate and flexible fiscal and monetary policies, combined with the anti-epidemic program against Covid-19 are the driving force for Vietnam's economic recovery and development. strong in 2022.
In particular, the economic development support package with fiscal and monetary policies to support economic recovery and development with a scale of more than 15 billion USD (about 5% of GDP) just approved by the National Assembly will contribute to promoting economic growth. strong public investment, stable interest rate environment, export growth.
Analyzing more closely the uptrend of Vietnam's stock market in 2022, Mr. Nguyen Sang Loc, CFA - Head of Portfolio Management from Dragon Capital Vietnam Fund Management Company (DCVFM) said total The size of Vietnam's stock market is currently about 340 billion USD, equal to 140% of GDP. More than 60 listed companies with capitalization over 1 billion USD. Trading liquidity in the market is about 1.5 billion USD/session. Therefore, securities are still the best investment and asset channel today.
However, according to Mr. Loc, this is only true when investors are serious and have high discipline. In recent times, many new investors have approached the stock market as a get-rich-quick channel. They follow the crowd. They buy speculative stocks. These are no different from gambling. As a result, investors can lose money and feel panic in the market.
"I think that, in 2022, when the speculative cash flow bubbles burst, the money will flow out, looking for well-organized businesses with supporting factors, as well as good growth. Therefore, I hope that all new investors besides patience also need discipline to succeed," Mr. Loc said.
Mr. Le Anh Tuan also said that real estate will also continue to increase, but there is a high division with more opportunities for primary land and apartments. Gold and USD investments are less attractive in the medium and long term. Cryptocurrencies have a huge profit margin but are not easy to invest, only suitable for professional investors.
