Pantheon Macroeconomics

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28th Nov 2023 21:07Emerging Asia, Daily Monitor

  • The BoT finally hit pause yesterday after eight straight hikes, leaving the policy rate, at 2.50%...
  • ...We continue to expect 50bp of easing next year; the Bank is behind the curve on GDP and CPI.
  • Vietnam’s growth recovery is becoming more broad-based; we now expect Q4 GDP of 5.4%.

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Keywords for: 30 November 2023 Emerging Asia Monitor

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