Pantheon Macroeconomics

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31st Jul 2023 16:26Emerging Asia, Daily Monitor

  • Vietnamese exports surprised in July; the upturn in growth is real, not just down to base effects...
  • ...But a strong recovery is not on the table, with key sectors still struggling and overall orders still poor.
  • Ignore the supposed bounce in retail sales growth in July; the slowdown is deepening in real terms.

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Keywords for: 1 August 2023 Emerging Asia Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence