Pantheon Macroeconomics

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28th May 2024 19:16Emerging AsiaDaily Monitor

  • The sustainability of two-way trade growth in Vietnam is our key concern, not the big May deficit. 
  • A modest bounce-back in GDP growth for Q2 looks secured, but households remain a huge weak spot.
  • Inflation will flirt more closely with the 4.5% ceiling in June, but this should be the peak this year.

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Keywords for: 31 May 2024 Emerging Asia Monitor

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