Pantheon Macroeconomics

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30th May 2023 14:49Emerging Asia, Daily Monitor

  • Vietnam’s economy was hit and miss this month; we’re sticking to our 4.1% forecast for Q2 GDP.
  • The GSO data show a 2-speed economy, but poor car sales pour cold water on households’ resilience.
  • China’s reopening pop is surfacing in Thai trade; this is reassuring for Vietnam, and ASEAN at large.

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Keywords for: 31 May 2023 Emerging Asia Monitor

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