RaboResearch - Economisch Onderzoek

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

Indonesia: Widodo is turning the tide (Engelstalig)

Economic growth in Indonesia slowed down in 2015 to a post Global Financial Crisis low, mainly due to weak external demand. We expect a gradual economic recovery in 2016, driven by rising infrastructure investments due to a more decisive government.

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.

Landenrapport

Country Report Indonesia (Engelstalig)

The Indonesian economy has slowed down due to lower commodity prices and the inability of President Widodo to implement reforms and planned infrastructure investments. Meanwhile, he has resorted to populist policies to boost popular support.

Landenrapport

Country report Indonesia (Engelstalig)

The reform process in Indonesia is not expected to speed up markedly under the new government, but growth is expected to accelerate somewhat. Indonesia remains vulnerable to deteriorating financial markets sentiment.