Pantheon Macroeconomics

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5th Nov 2025 09:25Emerging AsiaDaily Monitor
  • Vietnamese exports disappointed in October, but the payback from US front-loading isn’t one-way.
  • BNM held rates as the economy remains resilient to US tariffs; the new trade deal will enhance this.
  • Taiwan’s inflation ticked up in October, probably lifted by mid-autumn festival spending.

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Keywords for: 7 November 2025 Emerging Asia Monitor

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