In today’s briefing:
- Vietnam: Amidst the Hype, Don’t Forget the Risks
- CX Daily: China’s ‘Zero-Covid’ Looks Done. So, What To Expect Next?
Vietnam: Amidst the Hype, Don’t Forget the Risks
- Vietnam has been enjoying a strong post-COVID recovery, enabled by a successful vaccination drive and the easing of pandemic restrictions. Strong investments are also providing a boost.
- However, slowing credit growth and risks in the real estate sector may derail growth prospects if not managed carefully.
- Weakening export demand and domestic volatilities are further sources of economic risks. Uncertainty-induced underperformance in markets may have effects on households and the real economy.
CX Daily: China’s ‘Zero-Covid’ Looks Done. So, What To Expect Next?
Covid-19 / Cover Story: China’s ‘zero-Covid’ looks done. So, what to expect next?
PMI / China’s services slump extends into third month, Caixin PMI shows
Economy / Economists split over China’s 2023 outlook
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