Pantheon Macroeconomics

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26th Jun 2025 16:27Emerging AsiaWeekly Monitor

  • We no longer expect the SBV to restart cuts, with the worst-case tariff scenario looking less likely…
  • …Plus, credit growth is already soaring and the authorities won’t want to risk rocking the VND further.
  • Philippine household savings recovered more substantially in 2024, but the Covid hole remains huge.

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Keywords for: 30 June 2025 Emerging Asia Monitor

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