Pantheon Macroeconomics

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28th Apr 2025 08:15Emerging AsiaDaily Monitor

  • Thai exports continued to soar in Q1, on the back of US tariff front-loading, which leapt in March…
  • …But their boost to GDP growth should be counter-balanced markedly by much more destocking…
  • …While service exports likely will impose their first big drag post-Covid, given falling Chinese tourists.

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Keywords for: 29 April 2025 Emerging Asia Monitor

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