South East Asia Vol 1

Monthly political risk, economic forecasts and business environment analysis on each country market

Latest South East Asia Vol 1 Analysis

Economic Analysis - Export Manufacturing To Lead Growth Outperformance - DEC 2017

Following Vietnam's spectacular real GDP showing of 7.5% y-o-y in Q317, which brings cumulative growth to 6.4% y-o-y, we have upgraded our forecast to 6.5% for 2017, and 6.7% for 2018. We expect the export manufacturing and services sector to continue outperforming, but note that growth is unlikely to be sustained at the 7+% level over the coming quarters.