Best Stocks to Invest in – Vietnam & Global Picks for July 2025

As July 2025 begins, investors are seeing signs of stability and selective growth across global markets. With Q2 earnings season underway and economic signals showing resilience, this is a key moment to restructure portfolios. Below are the top Vietnamese and international stocks worth watching and investing in this month.

1. Top Vietnamese Stocks to Watch in July 2025

🔷 FPT Corporation (FPT)

Why invest: FPT shows strong earnings growth from its digital transformation and AI segments. Q2/2025 saw double-digit profit increases and expanded margins.

Strategy: Accumulate around VND 112,000–115,000 with a medium-term target of VND 125,000.

🔷 Mobile World Group (MWG)

Why invest: Retail sales are recovering post-pandemic, and the grocery chain (Bách Hóa Xanh) is returning to profitability. Restructuring efforts have improved operational efficiency.

Strategy: Buy on dips around VND 45,000–47,000 for a rebound toward VND 53,000.

🔷 Vinamilk (VNM)

Why invest: Solid dividend track record, strong fundamentals, and rising export opportunities under FTAs.

Strategy: Suitable for value investors targeting stable long-term income.

2. Global Stocks with Investment Potential – July 2025

🌐 Apple (AAPL)

Why invest: Apple recently launched a new AI-powered iPhone series. Q3 revenue is expected to grow on the back of strong consumer demand and innovation.

Strategy: Buy at $210–$215, with short-term target at $240, long-term at $260.

🌐 Nvidia (NVDA)

Why invest: Nvidia remains the leading hardware supplier for AI computing. Strong institutional demand and new product launches drive growth.

Strategy: Buy on pullbacks to $116–$120, with targets around $140–$150.

🌐 Tesla (TSLA)

Why invest: Tesla is advancing in autonomous driving and robotics. Q2 production and deliveries met expectations.

Strategy: Accumulate in the $270–$280 range, aiming for $320–$330.

3. Industry Trends & Strategy for July 2025

4. Investment Notes for July 2025

Watch Q2 earnings reports: These are market-moving events that can confirm or shift investor sentiment.

Manage risk wisely: Geopolitical events and interest rate policies remain unpredictable.

Focus on liquidity: Stick with stocks that have strong trading volumes and consistent institutional flow.

Final Thoughts

July 2025 presents an ideal window to build long-term positions and rebalance portfolios. Vietnamese stocks like FPT, MWG, and VNM offer good fundamentals, while global leaders such as Apple, Nvidia, and Tesla continue to benefit from the AI and tech boom. A well-diversified and timely strategy will be key to capturing value in the coming weeks.

InfoFinance