Pantheon Macroeconomics

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6th Aug 2025 06:14Emerging AsiaDatanotes

The RBI holds—understandably—in spite of the tariff let-down
An initial sign that the front-loading of Vietnamese exports to the US is over
A decent start to Q3 for still-depressed Vietnamese retail sales
Transport deflation re-steepens in Vietnam; it's here to stay, for now
June leap in Thai food inflation reverses completely

PANTHEON EM ASIA DATA WRAP 6 August 2025

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