17 Sep [SCB]_CLMV Macroeconomic Outlook
Cambodia, Laos, Myanmar, Vietnam (CLMV) economic growth will likely slow to around 6% in 2020 and beyond, and downside risks have become more pronounced.
The global economic slowdown – caused by trade conflicts has had spillover effects on CLMV economies through slowing exports
The current trade war is likely to accelerate production relocation trends to CLMV in the coming years, mainly to Vietnam
Going forward, key risks to CLMV are a sharper-than-expect global economic slowdown, especially in China, and country-specific challenges such as the potential loss of EBA in Cambodia and Myanmar, public debt sustainability in Laos, and US tariffs on Vietnam
Download document Here: 20190916 CLMV Outlook – EIC Forum v2