Special
Coronavirus: Outbreak of uncertainty (Engelstalig)
We outline four scenarios in which the coronavirus outbreak becomes increasingly severe and discuss the implications for China and the world economy.
RaboResearch - Economisch Onderzoek
10 Publicaties
Video
Which countries might benefit from the US-China trade war? (video) (Engelstalig)
Rabobank economists Hugo Erken and Raphie Hayat talk about what the US-China trade war means for Southeast Asia. Will US companies in China leave? And if so, where will they go? Will Southeast Asian countries emerge as winners from the trade war? Find out in this video update.
Special
Leaving China: Which countries might benefit from a relocation of production? (Engelstalig)
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.
Economisch Kwartaalbericht Engelstalige versie
Blik op de wereld: handelsoorlog niet de enige boosdoener
De vooruitzichten voor de wereldeconomie zijn minder rooskleurig geworden en de neerwaartse risico’s zijn verder toegenomen. Ook gaan we er vanuit dat de handelsoorlog tussen de VS en China nog een tijd zal voortslepen.
Themabericht
Trumponomics: Trans-Pacific Partnership is the first trade victim (Engelstalig)
In this piece, we analyze which region loses most because of the TPP withdrawal by Trump. The US withdrawal has given China, which was excluded from TPP, opportunities to fill a void and to further expand its influence in Asia.
Themabericht
Asia-Pacific: many risks but no new Asian crisis in the making (Engelstalig)
A balance of payments crisis is unlikely in today’s Asia. Most countries have improved their current accounts and FX reserves. The rising debt load may however pose problems, although it nowadays is mainly local currency denominated.
Themabericht
Asia-Pacific: the rise of China in a (geo)politically diverse continent (Engelstalig)
Strong economic growth has diminished poverty in the region and will swell the ranks of the middle class. But corruption levels are high, China’s influence in the region is increasing and the dispute surrounding the South China Sea may generate stability risks.
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.
