Pantheon Macroeconomics

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2nd Jan 2024 21:21Emerging AsiaDaily Monitor

  • Vietnam’s scorching Q4 GDP print is no ‘mission accomplished’; the result is somewhat misleading.
  • Sequential momentum appears to have peaked in Q3, and the Q4 jump in industry looks fragile.
  • The second half of 2023 benefited hugely from the initial—and likely unrepeatable—bounce in exports.

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Keywords for: 4 January 2024 Emerging Asia Monitor

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