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rẻ thì mua !

Theo quan điểm của tôi về cầu ngoại:
Họ mua để sở hữu chứ không chỉ đẩy NAV, bằng chứng là họ mua vào liên tục cả năm 2010 và sang năm 2011 tiếp tục mua mạnh. Việc mua để sở hữu công ty với giá tốt đang là động cơ số 1 của khối ngoại, thời gian sắp tới thị trường sẽ bị tiết cung ở các mã bluechip tốt và một số mã midcap tiềm năng do HĐQT nhận ra việc nước ngoài đang có ý định thâu tóm doanh nghiệp mình nên không dám bán ra. Khi ấy trên thị trường những cổ phiếu được giao dịch thực tế sẽ ít dần, phần còn lại của chúng ta nắm giữ sẽ là miếng mồi ngon khiến các thế lực cấu xé và đẩy lên giá không tưởng.
Hãy vững tin giữ cổ phiếu để hưởng thành quả kiên nhẫn bấy lâu, cơ hội ngàn năm có một...

Vietnam's Ruling Party Backs Dung for Second Term as Inflation Risk Rises

By Bloomberg News - Jan 19, 2011 9:30 AM GMT+0700 Wed Jan 19 02:30:26 GMT 2011

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***************, Vietnam's prime minister. Photographer: Nelson Ching/Bloomberg



Vietnam’s Prime Minister *************** is set to serve a second term after the Communist Party elected him to its highest body, a selection welcomed by investors who say he’ll promote policies to curb inflation and shore up government finances.
The Communist Party’s Central Committee re-appointed Dung to the 14-member governing Politburo, Politburo member Truong Tan Sang said today. National Assembly chairman Nguyen Phu Trong was chosen as the party’s new leader. The selection paves the way for Dung to win another five-year term as premier when the National Assembly meets in May.
Dung’s return “would be good for the market overall,” Ngo The Trieu, who oversees $1.1 billion as head of public investment at Prudential Vietnam Fund Management Co., said by phone. “The risks are now well recognized by the government.”
Vietnam is seeking to regain investor confidence after a year that saw three ratings downgrades, two currency devaluations and a lending surge. The benchmark VN Index has gained the most among Asia’s 15 biggest markets since party leaders on Jan. 12 began the country’s biggest political event by warning of inflation and targeting stable growth.
‘Economic Challenges’
“Behind the bad news are economic challenges that are manageable if appropriate policy steps are taken,” VinaCapital Investment Management Ltd., which manages $2 billion, said in a report released this week. “A concerted effort to lower inflation appears to be under way, which is a good first step.”
About 1,400 delegates from across Vietnam are attending the 11th National Congress, an event held every five years to pick the Communist Party’s leaders. The party planned to vote on admitting private business owners as members for the first time.
The VN Index, Asia’s second-worst performer in 2010 after Shanghai, has gained 4.2 percent in the past five trading sessions to the highest level in six months. The dong, which fell the most among Asian currencies last year, has been little changed in that time. Vietnam’s currency traded at 19,500 per dollar as of 8:43 a.m. in Hanoi, according to data compiled by Bloomberg.
“With Dung coming back, the government will be more open,” said Than Trong Phuc, managing director of investment fund DFJ VinaCapital LP in Ho Chi Minh City. “You’ll see an accelerating pace of investment.”
Economic Expansion
Vietnam aims to expand its economy 7 percent to 8 percent per year over the next decade and wants to triple per capita income to $3,000 in that time, party leader Nong Duc Manh said a week ago. Dung’s government has lagged behind nations from Thailand to Malaysia in raising rates to tackle inflation, which reached a 22-month high of 11.75 percent in December.
Last year’s 28 percent increase in lending fueled concern of rising prices and an eventual jump in defaults. Policy makers will likely raise higher interest rates and devalue the dong in the weeks after the meeting, said Hai Pham, a Singapore-based analyst at Australia & New Zealand Banking Group.
“The authorities may have been reluctant to do so in the lead up to the Congress, but Vietnam’s double-digit inflation risk and balance of payments problems require immediate policy actions,” Pham wrote in an e-mail.
Dung, 61, is from the southern Mekong Delta province of Ca Mau and has held a Cabinet position since 1997. His daughter is married to Henry Nguyen, managing partner of IDG Ventures Vietnam, which oversees $100 million invested in technology, media, telecommunications and consumer companies.
Management Criticism
Dung faced criticism before the Congress started over his management of debt-ridden, state-owned Vietnam Shipbuilding Industry Group, known as Vinashin.
“A lot of problems cropped up during his regime but I don’t think you can pin a lot of those to him personally,” said Peter Ryder, the Hanoi-based managing director of Indochina Capital Corp, which oversees $500 million in equities, bonds and real estate. “The most important thing now is for the government to be consistent in the context of monetary policy.”
As Manh’s successor, Trong will assume one of three top leadership positions along with prime minister and president. Sang, 60, is likely to become president, said Edmund Malesky, a lecturer at the Center on Pacific Economies at the University of California, San Diego.
“We don’t really have brand new leadership or any new and interesting characters,” Malesky said.
Inflation Risks
Sang, who formerly headed the Central Committee’s central economic commission, said inflation risks are “still high” in a Jan. 12 speech to party delegates. The government has been slow to restructure state-run firms, leading to poor performance, he said.
Vietnam Airlines Corp., the state-owned carrier, this week revived plans to sell shares to investors by the end of next year after shelving the idea during the 2008 financial crisis. State-owned enterprises account for 40 percent of gross domestic product, according to the government.
Trong, 66, studied at the Academy of Social Sciences of the Soviet Union in the early 1980s, according to a biography posted on the Foreign Ministry’s website.
“The Party has sometimes made mistakes, even serious ones,” Trong wrote in an Oct. 19 article. “But what’s more important is that the Party has admitted its mistakes and taken corrective measures.”
-- K. Oanh Ha, Nicholas Heath, Daniel Ten Kate. Editors: John Brinsley, Patrick Harrington.
To contact the reporter on this story: K. Oanh Ha in Hanoi at [email protected] Daniel Ten Kate in Bangkok at [email protected]

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