Domestic institutional investors post a record weekly net purchase of 9.70 trillion dong as markets sell off amid Middle East tensions

Domestic institutional investors posted a weekly net purchase of 9.7025 trillion dong, with 7.3259 trillion dong net in matching trades. This marked a record weekly level. Foreign investors net sold 6.1449 trillion dong, with 6.1463 trillion dong in matching trades. Individual investors net sold 2.5279 trillion dong, with 0.1955 trillion dong through matching trades. Proprietary trading desks net sold 1.0297 trillion dong in total, with 0.9841 trillion dong in matching trades. Across three exchanges, the average daily turnover reached 46.654 trillion dong, with 43.371 trillion dong in matching trades, up 38.84% from the prior week and 45.37% from the 5-week average. The move occurred amid rising geopolitical tensions in the Middle East, tied to the US–Israel–Iran conflict, boosting global market volatility and lifting energy prices. Notably, the weekly decline of 5.98% was the sharpest weekly drop for the VN-Index since early April 2025; the index fell 8.11% in the first week after the US announced a counteractive tariff plan. In week 10/2026, selling pressure spread across large-cap groups (Banking, Real Estate, Retail, Food & Beverage), while some support appeared in groups benefiting from commodity prices and energy such as Oil & Gas, Fertilizers, and Maritime. Foreign net selling reached 6.1449 trillion dong, with 6.1463 trillion via matched trades. Retail investors sold 2.5279 trillion dong, with 0.1955 trillion via matched trades. Proprietary traders sold 1.0297 trillion dong, with 0.9841 trillion via matched trades. Domestic institutions bought 9.7025 trillion dong, with 7.3259 trillion via matching trades. The largest net purchases by domestic institutions were in Banking; top buying names included FPT, VHM, VIC, VNM, CTG, STB, SSI, VPB, HDB, GEE. Money flows shifted toward Stocks, Oil & Gas, Chemicals, Retail, Ports & Logistics, Electricity, and Maritime, while retreating from Banks, Real Estate, Travel & Leisure, Insurance, and Pharmaceuticals. In week 10/2026, liquidity rose across all three market caps, with VN30’s liquidity share easing to 53.1% (from 57.8% week 9), while VNMID rose to 37.2% and VNSML to 6.5%. Turnover for VN30 rose 24.6% (+4,045 billion), VNMID rose 51.8% (+4,908 billion), and VNSML rose 65.7% (+999 billion), even as VN30 fell 7.64%, VNMID fell 4.32%, and VNSML fell 3.27%. Overall, week 10/2026 saw a liquidity surge but substantial index declines, signaling selling pressure and portfolio rebalancing amid rising market risk. The VN-Index could drop to 1,557 before a new high of 2,089. The PYN Elite fund suffered losses due to holding FPT. Foreign and retail investors sold off in the final session. Keywords: geopolitical tensions, market liquidity, VN-Index decline, foreign investors, energy sector, market impact, liquidity growth, Vietnam stock market, trading conditions, VN-Index week 10/2026.