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Whether down a little in the ASEAN-4 countries or a tad higher in Vietnam, growth in all five countries should again be buoyant in 2013, fuelled by consumption and investment.
What's more, the short-term risks are acceptable overall. There are a number of concerns, however, as regards recent lending trends, short-term foreign debt, Vietnam and its banking systems, the political environment in Thailand, and governance.
French Macro Prospects - Edition April 2013
France: More bankruptcies at a time of slower growth
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