Pantheon Macroeconomics

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  • GDP growth in Vietnam surprised massively to the upside in Q4, rising to 8.4% from 8.1% in Q3…
  • …But we still expect to see a sustained moderation this year; our revised 2026 forecast is 7.5%.
  • Export momentum has almost vanished, FDI is rolling over, and wage growth is softening.

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Keywords for: 7 January 2026 Emerging Asia Monitor

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