Pantheon Macroeconomics

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3rd Apr 2025 09:55Emerging AsiaWeekly Monitor
  • The US ‘Liberation Day’ tariffs have led to cuts of 0.1-to-0.7pp to several of our 2025 GDP forecasts…
  • …Vietnam’s outperformance has shrunk materially; India won’t enjoy as much of an import-drop offset.
  • We now see the SBV restarting cuts to the tune of 50bp, and have added a fourth cut to our RBI view.

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Keywords for: 7 April 2025 Emerging Asia Monitor

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