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ANZ are ready to make the call that Vietnam’s inflation has peaked. Although the CPI rose by 23.0% y/y in August, ANZ think that the combination of: (i) policy tightening to date; (ii) slower global and regional growth; and (iii) moderating food price inflation means that the worst is behind us. The main risk to our view is that the central bank declares victory too early and lowers rates too quickly.
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