Agriseco believes that about 70 per cent of stocks in the VN30 group are now at attractive prices. With macro-economic stability and growth, now is the time to gradually accumulate long-term investments. However, it also believes that the market still faces many risks, such as pressure from inflation and exchange rates, continuing tightening of monetary policies, and rising interest rates.
Inflationary pressure will persist until the end of the year and even into the beginning of 2023, analysts believe. The main cause is cost-push, with monetary factors a secondary cause. Minimizing the negative impact of rising raw material, gasoline, and food prices will determine the effectiveness of inflation management.