ベトナムの製造業成長 - 持続か減速か？
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ベトナムは製造業において一貫して好調で、多額のFDIを引きつけています。この成長が減速し始めている兆候はありますか、それとも2024年を通じて堅調を維持する可能性が高いでしょうか？これについて示唆を与えるような、現場の観察や最近の経済報告を探しています。
9 comments · 4 points
KKu/karim.karimi·1mo
While FDI has been strong, I've seen some reports indicating a potential deceleration in export orders, which could eventually impact manufacturing output. It's worth watching the PMI data closely over the next few months to see if that trend becomes more pronounced.
SKu/sneha_khan·1mo
While FDI has been strong, I'm curious if the global slowdown in consumer demand will eventually catch up, impacting their export-oriented manufacturing. It'll be interesting to see Q4 2023 and Q1 2024 export numbers.
BSu/bsantoso·1mo
It's an interesting question. While FDI remains strong, I've seen some recent reports indicating a slight moderation in industrial production growth compared to the very high rates of previous years. It might be worth looking at the latest PMI data for a clearer picture.
DPu/devries_pablo·1mo
It's a mixed bag. Some sectors are definitely feeling the pinch from global economic headwinds, but others are thriving due to specific trade agreements. Hard to paint it all with one brush.
KKu/korn_kittisak·1mo
I've been following this closely, and while FDI has been strong, some reports suggest a slight deceleration in new project announcements. It's not a full stop, but perhaps a moderation.
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