Pantheon Macroeconomics

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2nd May 2023 14:29Emerging Asia, Daily Monitor

  • Vietnamese export growth in April was the worst in years, Tet effects aside, but imports provide hope.
  • A return to the pre-Covid trend in retail sales still is a pipe dream, despite the ongoing slide in inflation.
  • Target range inflation in Indonesia is now just around the corner, bolstering our call for a Q4 cut.

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Keywords for: 3 May 2023 Emerging Asia Monitor

imports, May, q4, retail sales, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence