RaboResearch - Economic Research

Economic Update

Emerging markets vulnerability heatmap

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

Four rays of hope amid the gloom of coronavirus

The coronavirus has a devastating impact on societies and economies, but never before have so many resources been channelled at finding ways to mitigate a virus. Hopes are pinned on vaccines, medicines, testing and increased health care capacity.

Special

Emerging Markets Vulnerability Heatmap

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.

Economic Report

North Korea’s pressure point: the economy

China’s economic lifeline is key for North Korea’s economy. Recent sanctions are expected to put more pressure on the regime in Pyongyang, but China also has its strategic interests related to North Korea.

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 Report

Asia-Pacific: can Asia’s convergence story continue?

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.