Pantheon Macroeconomics

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28th Dec 2023 12:22Emerging Asia, Weekly Monitor

  • India’s tight job market poses a risk to our downbeat 2024 outlook, but the devil is in the details.
  • Vietnam’s economy will grow the most this year, assuming the surge in NPLs doesn’t get in the way.
  • Disruption to key global shipping routes risks hitting the nascent export recovery in developed ASEAN.

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Keywords for: 2 January 2024 Emerging Asia Monitor

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