
KB Securities expects the USD/VND rate to stay tense at times in the third quarter because of weak PMI readings, profit repatriation by foreign-invested firms, and possible slower FDI disbursement. The reciprocal US tariff rate due on August 1 is seen as the main short-term factor.
The rate is forecast to ease by year-end on export recovery, remittances and a weaker dollar.
Tariff-driven swings in the dong affect the cost of imported feed inputs for Vietnamese buyers, and uncertainty over trade terms can delay purchasing decisions.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.