Pantheon Macroeconomics

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6th Apr 2026 11:51Emerging AsiaDaily Monitor
  • GDP growth in Vietnam cooled just a tad in Q1, to 8.0% from 8.3%, if stripping out residual seasonality.
  • We still see full-year 2026 growth moderating to 7.5%; high export base effects are now in the frame.
  • This oil shock is looking worse for Vietnam than the one in 2022; we’ve raised our 2026 CPI call to 4.8%.

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Keywords for: 8 April 2026 Emerging Asia Monitor

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