Pantheon Macroeconomics

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1st Apr 2024 17:15Emerging AsiaDaily Monitor

  • The big drop in Vietnamese GDP growth to 5.7% in Q1 was due mainly to seasonal noise unwinding…
  • …Trade enjoyed a robust start to the year, but the same cannot be said for household spending.
  • We push back our expectation for the first BI cut to Q4, given rising and stubborn food inflation.

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Keywords for: 3 April 2024 Emerging Asia Monitor

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