Pantheon Macroeconomics
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8th Jul 2022 15:14Emerging Asia, Daily Monitor, Weekly Monitor
New capex projects in India continue to recover, but we’re far from convinced the boom times are back.
President Marcos’ historic win saw no immediate spark in business sentiment and investment plans.
The signal from Vietnam’s Q2 BCI for Q3 GDP won’t materialise, but the former is telling the right story.
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