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Ignore the headline spike, Vietnamese industry and services cooled in Q3
The September turn in sales growth is real, albeit from a higher peak in reality
Net trade was one of the biggest culprits in Q3
Delta-era base effects are now afflicting the inflation picture
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PANTHEON EM ASIA DATA WRAP 29 September 2022, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence