Pantheon Macroeconomics

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20th Feb 2025 09:08Emerging AsiaWeekly Monitor

  • Vietnam has officially raised its 2025 GDP growth target to 8%; its doable if M2 doesn’t fall too fast…
  • …But interest rates are clearly on an uptrend, and the dark cloud of NPLs is still hanging over banks.
  • We expect growth in India to bounce to 6% in Q4, but most of this will come from technicalities.

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Keywords for: 24 February 2025 Emerging Asia Monitor

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