RaboResearch - Economisch Onderzoek

Conjunctuurbeeld

Economic Update Emerging Markets (Engelstalig)

If being disappointed is worse than being angry, the World is in a terrible place. However, one can read two things into disappointment either: the performance is really bad, or the expectations were too high.

Conjunctuurbeeld

Economic Update Emerging Markets (Engelstalig)

The news from Emerging Markets is not that bad. South (East) Asia's latest IP data were rather good. Growth in Brazil disappointed in 2012, but a recovery has started. Meanwhile, the policy rate in Mexico and Poland fell to a record low level.