Pantheon Macroeconomics

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5th Feb 2025 10:55Emerging AsiaDaily Monitor

  • Vietnamese export growth plunged into the red in January, but this can be explained fully by Tet noise.
  • The January jump in inflation to a six-month high was policy-induced; again, no need to panic.
  • The BSP isn’t too fussed by the upside surprise in January inflation; official core has clearly bottomed.

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Keywords for: 7 February 2025 Emerging Asia Monitor

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