Country Report
Brazil: rays of light at the end of the tunnel
Political risks have decreased and the economic downturn seems to be bottoming out, but the out-look of the currently dire fiscal position is still uncertain.
RaboResearch - Economic Research
9 Publications
Country Report
Argentina: normalizing the economy, a tough balancing act
The Argentinian government is sustaining efforts to open up and normalize the economy, but it is shifting to a more gradual approach given social and political constraints. Important successes have already been booked on the external front.
Country Report
South Korea: still going strong
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.
Economic Comment
Brazil: Lula’s interrogation, check mate for Dilma?
On 4 March the Federal Police held former president Lula for questioning in the Lava Jato corruption case. President Rousseff is now less likely to finish her term. This does not necessarily translate into significant policy improvement.
Economic Comment
With a little help from judge Griesa, Argentina could be turning tables
Following a court ruling in new York on 19 February Argentina is one step closer to solving a 15 year old debt saga and to regaining access to international markets. However, several conditions have to be met first.
Country Report
Argentina: economic transition full speed ahead
Following opposition victory in the November 2015 Argentinian elections, Argentina changes course on economic policy. The shift is good for the business environment, but not without implementation risks.
Economic Comment
De wereld drijft in olie (Dutch)
Overschot aan olie houdt prijzen laag in 2016. Dat is per saldo een plus voor de wereldeconomie, maar vormt wel een risico voor inflatieverwachtingen. Bovendien verslechteren de economische omstandigheden in olie exporterende landen.
Country Report
Brazil: caught up in a political storm
Brazil is struggling with policy paralysis and a deep recession as a colossal corruption case has brought politics to a gridlock. Little improvement is expected in 2016.
Economic Comment
Bewogen start van het jaar (Dutch)
Oplopende spanningen tussen Saoedi Arabië en Iran hebben macro economisch vooralsnog een beperkte impact. Echter, de spanningen zouden instabiliteit kunnen vergroten in het Midden Oosten en de huidige vluchtelingencrisis in Europa verergeren.