Theo tôi, ngày mai VNI sẽ phục hồi do các lý do sau:
Và bắt đầu confirm một xu thế tăng giá mới.
:flagfrance:
1. Kinh tế thế giới đã tăng có dấu hiệu phục hồi vững chắc từ các nền kinh tế lớn như Nhật, Mỹ, Châu Âu và Sing đến Úc
2. Thị trường CK đã hấp dẫn hơn với P/E toàn thị trường là vào khoảng 9-12x.
3. Nhà đầu tư nước ngoài đã theo sát thị trường và họ liên tục mua ròng, trong khi đó dân mình thi lại bán ròng.
4. Không cutloss ở thời điểm hiện nay, do VNI đã giảm thấp nhất và nguy cơ bán trúng đáy là hoàn toàn có thể
5. Hiện nay, dòng vốn tạm ngưng một thời gian ngắn chờ qua tháng 12, theo tôi chúng ta hay mạnh dạn đầu tư dài hạn T+30 ngày.
6. Kết quả kinh doanh quý IV đang đến gần, do vậy hoàn toàn thị trường sẽ thu hút được dòng vốn trở lại
7.Các chỉ tiêu kinh tế GDP, FDI, FII và kim ngạch XK, du lịch sang năm 2010 sẽ tăng hơn so với năm 2009.
Hãy có quan điểm đầu tư dài hạn và đầu tư giá trị.
:flagfrance::flagfrance::flagfrance:
Stocks Climb Around World as Economy Improves; Bonds, Yen Fall [/URL]| [URL="http://www.bloomberg.com/apps/news?pid=20601087&sid=aDqwlRYHvl3M&pos=1#"]A (javascript:togShareLinks('shr_v');) A (http://www.bloomberg.com/apps/news?pid=20601087&sid=aDqwlRYHvl3M&pos=1#) A (http://www.bloomberg.com/apps/news?pid=20601087&sid=aDqwlRYHvl3M&pos=1#)
By Michael Patterson
Dec. 3 (Bloomberg) -- Stocks rose around the world and high-yielding currencies strengthened after the Federal Reserve said the U.S. economy is improving and Bank of America Corp. agreed to repay bailout funds. The yen and government bonds fell.
The MSCI World Index (http://www.bloomberg.com/apps/quote?ticker=MXWO%3AIND) climbed for a fourth day, gaining 0.5 percent at 12:02 p.m. in London. The Australian dollar and the South African rand advanced about 1 percent versus the yen. The yield on the 10-year Treasury note increased 3 basis points to 3.34 percent.
The U.S. economy, the world’s biggest, improved “modestly” from October to mid-November as consumer spending rose, the Fed said in its Beige Book report yesterday. Bank of America (http://www.bloomberg.com/apps/quote?ticker=BAC%3AUS) plans to repay $45 billion to the Troubled Asset Relief Program using “excess liquidity” and funds raised from the sale of securities. The European Central Bank may announce today plans to scale back its emergency lending.
“We expect 2010 to mark the transition from a ‘hope’ driven to a ‘growth’ driven market phase,” Peter Oppenheimer (http://search.bloomberg.com/search?q=Peter+Oppenheimer&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1), an equity strategist at Goldman Sachs Group Inc. in London, wrote in a research note. “Earnings will take over the baton,” he wrote. Oppenheimer predicts a 22 percent gain in European stocks by the end of next year.
Futures Advance
Futures on the Standard & Poor’s 500 Index (http://www.bloomberg.com/apps/quote?ticker=GSPA%3AIND) gained 0.3 percent, indicating the benchmark gauge for U.S. equities may advance for a fourth straight day. Bank of America shares added 4.3 percent in early New York trading on speculation the plan to repay bailout funds will free the bank from curbs on executive pay that have hampered its search for a new leader.
General Electric Co. added 1.1 percent in New York. Comcast Corp., the largest U.S. cable-television company, agreed to buy a majority stake in NBC Universal through a venture with GE that values the entertainment company at about $37 billion.
A report due at 10 a.m. New York time may show service industries in the U.S. expanded in November for a third month, indicating the recovery is broadening beyond manufacturing, according to economists.
The Institute for Supply Management’s index (http://www.bloomberg.com/apps/quote?ticker=NAPMNMI%3AIND) of non- manufacturing businesses that make up almost 90 percent of the economy rose to 51.5, the highest level since April 2008, from 50.6 in October, according to the median forecast in a Bloomberg economist survey. Readings above 50 signal growth.
Another report from the Labor Department may show initial jobless claims (http://www.bloomberg.com/apps/quote?ticker=INJCJC%3AIND) rose to 480,000 last week from a one-year low of 466,000 the previous week, according to economists’ estimates.
U.S. Jobless
The figures precede a government report tomorrow on November employment. The jobless rate (http://www.bloomberg.com/apps/quote?ticker=USURTOT%3AIND) probably held at 10.2 percent, the highest level in 26 years, Labor Department data may show. The economy probably lost 125,000 jobs, the smallest drop since March 2008, after a 190,000 decrease the prior month, economists forecast in a survey.
Europe’s Dow Jones Stoxx 600 Index (http://www.bloomberg.com/apps/quote?ticker=SXXP%3AIND) rose for a third day, adding 0.2 percent, and the MSCI AC Asia Pacific Index (http://www.bloomberg.com/apps/quote?ticker=MXAP%3AIND) advanced 1.6 percent to a 15-month high. Mitsubishi Motors Corp. surged 13 percent in Tokyo, while PSA Peugeot Citroen (http://www.bloomberg.com/apps/quote?ticker=UG%3AFP), Europe’s second- biggest carmaker, slipped 0.2 percent in Paris after the companies started talks on forming a “strategic partnership.”
The MSCI Emerging Markets Index (http://www.bloomberg.com/apps/quote?ticker=MXEF%3AIND) advanced 0.7 percent, heading for the highest closing level since August 2008. Russia’s Micex Index (http://www.bloomberg.com/apps/quote?ticker=INDEXCF%3AIND) added 0.5 percent as oil prices rallied above $77 a barrel in New York. Qatar’s DSM Index increased for a second day, rising 1.2 percent as concerns diminished that Dubai will default.
Dubai World
Dubai World, the state-controlled investment company, is in talks with lenders to restructure $26 billion of debt, easing concern that a default would add to the $1.7 trillion in writedowns and losses reported by financial companies after the collapse of U.S. subprime mortgages froze credit markets.
The yield on the German 10-year bund rose 5 basis points to 3.2 percent as demand for the safety of fixed-income assets dwindled.
The euro advanced 0.5 percent against the dollar amid speculation the ECB will announce plans to take the first steps toward scaling back emergency-lending programs to banks. The U.S. currency slid versus all but three of the world’s 16 most-traded currencies.
Crude oil for January delivery rose 0.5 percent to $77.08 a barrel in electronic trading on the New York Mercantile Exchange as the weaker dollar spurred investor demand for commodities as a hedge against inflation. Gold for immediate delivery rose 0.4 percent to $1,217.50 an ounce, after touching a record $1,226.56 earlier today.
To contact the reporter on this story: Michael Patterson (http://search.bloomberg.com/search?q=Michael+Patterson&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1) in London at
[email protected].