Pantheon Macroeconomics

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15th May 2025 18:28Emerging AsiaWeekly Monitor

  • VND underperformance could look bad amid ongoing US trade talks, but the SBV’s hands are tied.
  • Talk of a ‘crisis’ in Thai tourism is overblown; yes, Q1 was grim, but other big markets are struggling too.
  • Singapore export growth easily beat expectations in April, though underlying trends are softening.

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Keywords for: 19 May 2025 Emerging Asia Monitor

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