Pantheon Macroeconomics
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Vietnamese growth slipped marginally—in reality—in Q3
Don’t put too much weight on the September uptick in Vietnamese sales
A sense of deja vu… Vietnam’s exports to the US steal the show to close Q3
Transport deflation in Vietnam finally comes to an end, for now
CPI expectations in Thailand need a further recalibration down
PANTHEON EM ASIA DATA WRAP 6 October 2025, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,