At the Vietnam Capital Markets Forum 2026 on October 30, 2026, FTSE Russell said the first rebalancing after the upgrade went very smoothly and that passive funds tracking the Emerging Markets (EM) index would stay in Vietnam long term if it keeps its weight and qualifying company count. Four proposals were put forward: easing foreign ownership limits (currently only 27 companies are in the index), improving IPO quality, developing domestic institutional investors such as pension funds and insurers, and boosting transparency and predictable policy. VPBankS strategist Tran Hoang Son said foreign net selling despite the upgrade reflects polarized global capital flows, with the 2025 AI boom drawing money from emerging and frontier markets and Vietnam recording a record net outflow of about 5.2 billion USD, while 2026 brought added pressure from an oil shock tied to the Strait of Hormuz conflict.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Thị trường chứng khoán Việt Nam làm gì để giữ chân dòng vốn ngoại sau mốc nâng hạng?
Read the original on Vietstock ↗
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VNINDEXforeign investorscapital flowsmarket upgrade
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Related tickers and likely impact
VNINDEX
▲ Likely positiveRelevance: medium
| Market | Vietnam stocks |
|---|---|
| Close on 10/30/2026 | 1,741.62 |
| Change that session | -0.80% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Notable stocks at the open of the 20/10 session
Market liquidity fell sharply in the 12–16/10 trading week, with average trading value on HOSE and HNX dropping below 14 trillion VND. The VN-Index lost more than 29 points that week, with VIC and VHM the biggest drags. Securities stocks have fallen over 24% since the start of the year despite expected gains from a market upgrade. In the 19/10 session, ACB saw net selling of hundreds of billions by foreign and proprietary investors, while large money flows moved against the trend at FRT and CTG. Also, 21 of 22 tracked construction and building materials stocks have declined since early 2026, and HOSE moved PLP to restricted trading on 16/10.
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Foreign investors net sold VND 2,692 billion over the five sessions of the last week of October, while the VN-Index fell 32.53 points (-1.83%) to close at 1,741.62. FPT was the most heavily net-sold stock at VND 782 billion, followed by VPL (VND 353 billion) and VIC (VND 287 billion), while GMD, SSI and BID also saw net selling above VND 100 billion. On the other side, MSN led net buying at VND 172.66 billion, followed by VCB (VND 123.25 billion) and TCB (VND 97.73 billion). Trading liquidity in every session of the week stayed below the 20-session average, reflecting a wait-and-see stance from cash flows.
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Foreign investors net sold about VND 641 billion of shares across the market in the October 30 session, including VND 633 billion on HOSE. The VN-Index fell 14 points to 1,741 points after sharp swings, with HOSE liquidity exceeding VND 14,600 billion. VIC was the most net-sold stock on HOSE at VND 353 billion, followed by TCB (VND 133 billion) and MBB (VND 43 billion). In contrast, VHM was the most net-bought with over VND 69 billion, followed by VCB (VND 37 billion) and VJC (VND 31 billion). On HNX, foreign investors net bought VND 5 billion, led by TNG at VND 7 billion, while on UPCOM they net sold VND 13 billion, mainly QNS at VND 13 billion.
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On HoSE, foreign investors net sold VND 459 billion, while across the whole market they net sold VND 430 billion. The VN-Index fell 11 points to 1,756 points, with HoSE matched value at VND 12,680 billion. VPB led net buying by foreign investors at about VND 83 billion, while TCB saw the largest net selling at about VND 118 billion. On HNX, foreign investors net bought VND 27 billion, and on UPCoM they net bought VND 2.5 billion.
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- Smart Money Flow Tracker, Oct 26: Foreign Investors Extend Net Selling of FPT, Proprietary Desks Unexpectedly Dump EIB
The VN-Index fell 10.6 points to 1,763.55 on October 26, with HOSE liquidity at over 13.5 trillion VND, down more than 20% from the previous week's Friday session. Foreign investors net sold 877 billion VND and extended their selling streak, with FPT the most heavily sold at 258 billion VND, while MSN led net buying at 72 billion VND. Proprietary desks of securities firms net sold 217 billion VND, led by EIB at 193 billion VND, while TCB saw the largest net buying at 51 billion VND. Foreign investors had net bought briefly on October 20–21 before turning to net selling.
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