RaboResearch - Economisch Onderzoek

Special

Asia: Emerging Market Vulnerability Heatmap (Engelstalig)

Developing economies are more vulnerable to new virus strains due to lower vaccination coverage, slower pace of vaccination and the nature of their vaccines. Global economic recovery and rising interest rates by major central banks increase pressure on domestic policymakers and country balance sheets.

Special

ASEAN update: Recovering from Covid-19 (Engelstalig)

We expect all ASEAN economies to grow this year, although at different speeds. The current high number of new Covid-19 cases underlines that the virus will continue to challenge economic recovery throughout 2021.

Conjunctuurbeeld

Emerging markets vulnerability heatmap (Engelstalig)

The emerging markets heatmap provides a comprehensive overview of the relative vulnerability of eighteen emerging markets. Results show that Asian countries are in relatively good shape, while Latin American countries are most vulnerable.

Special

Emerging Markets Vulnerability Heatmap (Engelstalig)

We present a ‘new and improved’ version of Rabo’s Emerging Market Vulnerability Heatmap which is constructed from a more comprehensive list of inputs. The heatmap highlights ARS, TRY and ZAR as the most vulnerable emerging market currencies.

Landenrapport

Malaysia: corruption scandal is haunting the prime minister (Engelstalig)

Growth in Malaysia slowed down as a result of lower commodity prices. The involvement of PM Najib in a large corruption scandal is hurting his position and international investors’ confidence. This has resulted in increased external pressure on the economy and the balance of payments.

Themabericht

Asia-Pacific: agricultural perspectives (Engelstalig)

Asia Pacific is a decisive component in the global food chain. Asia’s large and growing population and rising incomes will continue to drive demand for food, agricultural commodities and resources. But Asia cannot produce enough to support itself.

Themabericht

Asia-Pacific: can Asia’s convergence story continue? (Engelstalig)

Demographics will provide headwinds in the developed countries of APAC and China, and tailwinds in South Asia. While total factor productivity growth has fallen, the innovation outlook for the APAC region is still relatively favourable.