BMI View: Net Exports Likely To Be A Drag On Growth Slower economic growth in China and the increasingly close economic links between China and Thailand are having a significant impact on our outlook. In recent months, we have seen quite sharp fluctuations in manufacturing production and exports, but we believe there is a danger they may be entering an extended period of stagnant growth, linked to lower demand from China in H213. On the plus side, we expect private consumption to remain relatively resilient for the moment (although it could be affected further down the road by any job …
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