Pantheon Macroeconomics

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23rd Sep 2022 14:30Emerging Asia, Daily Monitor, Weekly Monitor

  • We expect a consensus-beating 18.0% Q3 GDP for Vietnam this week; thank base effects, nothing else.
  • The economy is in a broad-based soft patch, and the likely trade lift is due only to collapsing imports.
  • The recent relaxation of credit quotas is too late for 2022; the real battle is with the slump in M2 growth 

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commodity prices credit credit growth exports gdp growth gdp report headline growth industrial output industrial output growth m2 output growth policy policymakers q2 q3 q3 gdp rate hike September trade

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Keywords for: 26 Sept 2022 Emerging Asia Monitor

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