베트남 제조업 성장 - 지속될까 둔화될까?

베트남은 제조업 분야에서 꾸준한 성과를 보이며 상당한 외국인 직접 투자(FDI)를 유치해 왔습니다. 이러한 성장이 둔화되기 시작했다는 조기 징후가 있습니까, 아니면 2024년까지 견조한 성장세를 유지할 가능성이 높습니까? 이에 대한 통찰력을 제공할 수 있는 현장 관찰이나 최근 경제 보고서를 찾고 있습니다.

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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