Pantheon Macroeconomics

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14th Mar 2024 20:02Emerging Asia, Weekly Monitor

  • Indonesian exports disappointed greatly in February, with demand from China faltering again.
  • The trade surplus has plunged to a four-year low; consensus for the 2024 current account is too rosy.
  • We see Vietnam’s Q1 GDP print falling well short ofexpectations, at 5.4%, down from 6.7% in Q4.

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Keywords for: 18 March 2024 Emerging Asia Monitor

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