RaboResearch - Economic Research

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: many risks but no new Asian crisis in the making

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.

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.