Pantheon Macroeconomics

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31st Oct 2022 13:24Emerging Asia, Daily Monitor

  • Vietnam’s exports continue to slide, falling well below the trend; no signs of a bounce from imports.
  • Ignore double-digit retail sales growth; the level is stagnant and inflation will only worsen.
  • Thailand’s final pre-Q3 GDP data dump all but confirms our 4.4% year-over-year forecast.

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