RaboResearch - Economic Research

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.

Country Report

South Africa: exacerbating structural problems

South Africa’s growth outlook is held back by low investor confidence and structural weaknesses in areas such as infrastructure, labour and competition. Neither of these are likely to be addressed in the current financial and political climate.

Special Dutch version

Outlook 2016: Financial Markets

While there will be a devaluation of the Chinese renminbi, the dollar will also become stronger more generally in 2016, due in part to the Fed’s interest rate increases. The ECB is more likely to do the opposite, which will weaken the euro/dollar currency pair further still. Slightly higher capital market rates can be expected though.

Country Report

Country Report South Africa

After a highly difficult 2013, in which domestic and global developments exposed South Africa’s vulnerabilities, ANC’s victory in May’s elections should improve policy and economic perspectives.

Country Report

Country Report South Africa

The largest and most modern economy of Sub Saharan Africa had a troublesome year as the large income disparities burst out into protracted industrial unrest, while domestic bottlenecks and low external demand took its toll on economic development.

Country Report

South Africa (Country report)

The large group of unemployed youth constitutes an increasing risk for mounting social and political tensions in South Africa. Subdued economic growth as a result of moderate external demand hinder the country in reducing unemployment.

Country Report

South Africa (Country report)

South Africa’s economy recovered, after a year-long recession in 2009. In 2010, the economy grew by 2.8%. Growth was largely demand driven, with an increase in both external and domestic demand fuelling growth in, among others, the manufacturing sector.