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 

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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