Investors Alert: Key Milestones in the Market Upgrade Process

CCPI > Latest Post > Investors Alert: Key Milestones in the Market Upgrade Process
According to a summary by BSC Securities, the March 2026 review period features several notable milestones regarding the FTSE Russell review process. 
In the journey toward market upgrading, besides changes in mechanisms and policies, investors should closely monitor key dates in FTSE Russell’s evaluation calendar.
A central focus of the March 2026 interim review relates to meeting criteria for global brokers. This is a critical condition for the Vietnamese market to approach international standards.
Specifically, on March 3, 2026, the FTSE Equity Country Classification Advisory Committee will meet. This will be followed by a meeting of the FTSE Russell Asia Pacific Regional Equity Advisory Committee tại March 10, 2026. On March 19, 2026, the FTSE Russell Policy Advisory Board will convene. Following these milestones, the results of the March 2026 interim review will be officially announced on April 7, 2026.
FTSE Russell applies a rigorous screening series before placing a market under consideration for its global equity indices. Ultimately, only stocks meeting the requirements are included in the FTSE GEIS index with weights based on investability levels.
For investors, these milestones are considered critical “information windows” for the securities, banking, and large-cap blue-chip sectors, as well as stocks capable of attracting foreign capital if the upgrading story progresses positively. Given that the market often reacts early to expectations, tracking the FTSE Russell meeting schedule and the April 7, 2026, announcement date will help investors be more proactive in assessing impacts on cash flow, sentiment, and portfolio allocation strategies.
According to the Vietnam Stock Market Upgrade Scheme approved by the Government, the Ministry of Finance and the State Securities Commission (SSC) have developed an implementation plan with a vision toward 2030, focusing synchronously on legal reform, infrastructure upgrades, and product expansion. The SSC will coordinate with exchanges, the VSDC, and the State Bank of Vietnam to finalize the legal framework for clearing and settlement, creating a foundation for implementing the CCP model by 2027.

3 Stages of Strong Capital Attraction for the Stock Market

According to Ms. Nguyen Thi Hang Nga, CFA, CEO of Vietcombank Fund Management (VCBF), the stock market will react both before and after the upgrading announcement. Therefore, capital flow into the market will occur in three stages:
  • Stage 1 (Before March 2026): Active capital flows increase as investors trade based on upgrading expectations, coming from both domestic and foreign investors. For example, Kuwait received a net foreign inflow of $700 million in the second half of 2018 before being upgraded by FTSE (up from $200 million/year previously).
  • Stage 2 (From March to September 2026): FTSE is expected to continue evaluating the upgrade during the March interim review before the upgrade officially takes effect in September 2026. During this stage, expectations for continued cash flow remain high. Foreign investment will primarily come from active funds.
  • Stage 3 (After September 2026): Following the official upgrade, passive ETF flows tracking the FTSE Emerging index will begin to disburse. Ms. Nga projects that Vietnam could attract $500 million to $1 billion in passive capital. Active fund flows are also expected to gradually increase if attractive investment opportunities exist. Domestic investors may seek to realize profits during this stage if the market has already rallied significantly.

Kết luận

The FTSE Russell March 2026 review marks a decisive turning point in the roadmap to upgrade Vietnam’s stock market, with key milestones occurring throughout March and the official announcement on April 7, 2026. Closely monitoring this schedule allows investors to proactively anticipate foreign capital across three strategic stages, optimizing returns from leading stocks before the official upgrade in September 2026.

 

Source: cafef.vn

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