Pantheon Macroeconomics

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7th Apr 2025 11:08Emerging AsiaDaily Monitor

  • Seasonally adjusting Vietnam’s quirky GDP data shows that growth improved further in Q1, to 7.3%…
  • …But a sharp fall by year-end to sub-5%—at least— looks inevitable, as US tariffs hit exports and capex.
  • Outright deflation in Thailand seems set to take hold, again, bolstering our call for an April BoT cut.

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Keywords for: 8 April 2025 Emerging Asia Monitor

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