RaboResearch - Economisch Onderzoek


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.


Waarom Amerikaanse bedrijven niet naar Trump zullen luisteren

President Trump riep Amerikaanse bedrijven op om "op zoek te gaan naar een alternatief voor China". Maar het is naïef om te denken dat Amerikaanse bedrijven in China terug naar ‘huis’ komen, schrijft Rabo-econoom Raphie Hayat.


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.


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.