Pantheon Macroeconomics

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28th Jun 2023 14:37Emerging Asia, Daily Monitor

  • GDP growth in Vietnam bounced to 4.1% in Q2, from 3.3% in Q1, thanks to a pick-up in industry...
  • ...But output likely went straight to inventories, as exports were grim; the worst likely is over, at least.
  • We still see 4% GDP growth this year and another 50bp SBV cut, with fiscal policy already stretched.

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Keywords for: 30 June 2023 Emerging Asia Monitor

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