Conjunctuurbeeld
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
We have revised our economic forecasts and expect the global economy to contract by 2.6% in 2020. How quickly the economy recovers after the coronavirus crisis depends on how fast people get back to work and whether productivity growth is permanently damaged.
Special
The coronavirus has a devastating impact on societies and economies, but never before have so many resources been channelled at finding ways to mitigate a virus. Hopes are pinned on vaccines, medicines, testing and increased health care capacity.
Special
We have changed our base case and now expect a recession in virtually all G10 countries, which will lead world economic growth to slow to 0.7% for 2020, the weakest this figure has been since the great financial crisis of 2008/2009.
Economisch Kwartaalbericht Engelstalige versie
Het coronavirus heeft een grote impact op de wereldeconomie. China zal als epicentrum van het virus veel minder hard groeien, maar ook andere landen waar het virus niet wijdverspreid is ondervinden last door onzekerheid bij consumenten en bedrijven.
Special
We outline four scenarios in which the coronavirus outbreak becomes increasingly severe and discuss the implications for China and the world economy.
Column
De Nederlandse regering wil werk maken van waterstof. Helaas mist het huidige beleid iets fundamenteels om daarmee verder te komen, schrijft Rabo-econoom Otto Raspe.
Themabericht
De handelsoorlog zal waarschijnlijk zorgen voor een versnelde verplaatsing van productie uit China. Onze nieuwe ‘Where Will They Go’ index laat zien Thailand, Maleisië, Vietnam, Taiwan en India waarschijnlijk zullen profiteren van deze verplaatsing.
Special
The US-China trade war will probably accelerate a shift of foreign production out of China. Our new ‘Where Will They Go index’ shows that Thailand, Malaysia, Vietnam, Taiwan and India are likely to benefit from this production relocation.
Special
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.
Special
Vrijhandel is voor vrijwel iedereen voordelig. De meeste landen hebben ooit gebruik gemaakt van invoertarieven. Toch is het een lomp middel, dat onvoorspelbare, negatieve effecten zal hebben. Beleidsmakers weten dit. Dat geeft reden tot hoop.
Themabericht
China’s economic lifeline is key for North Korea’s economy. Recent sanctions are expected to put more pressure on the regime in Pyongyang, but China also has its strategic interests related to North Korea.
Landenrapport
Government stimulus helps South Korea’s economy hold ground against domestic and external headwinds. Tensions with North Korea picked up, but are unlikely to have severe consequences.
Themabericht
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.
