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

Economic implications of the coronavirus (Engelstalig)

The recent coronavirus outbreak will likely affect China’s economic growth, and could also have global ramifications. which will likely be more severe than compared to the SARS outbreak 17 years ago because China has become much bigger and more intertwined globally.

Column

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.

Themabericht

Hong Kong’s airport’s closure and its meaning (Engelstalig)

The recent HKIA occupation has already hit Hong Kong’s economy and its global reputation; any repeat would be exponentially more damaging. Yet if such action were to trigger a crackdown from China the potential risks would be far larger than just to Hong Kong’s GDP or its reputation.