RaboResearch - Economic Research

Special

ASEAN update: Recovering from Covid-19

We expect all ASEAN economies to grow this year, although at different speeds. The current high number of new Covid-19 cases underlines that the virus will continue to challenge economic recovery throughout 2021.

Special

How COVID-19 will impact ASEAN: Deep recessions and a weak recovery

We think most ASEAN economies will enter a deep recession this year. The recovery next year will be modest, held back by weak external demand, social distancing and weak consumer sentiment. Also, ASEAN currencies will face another bout of depreciations.

Video

Which countries might benefit from the US-China trade war? (video)

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.

Economic Report

Trumponomics: Trans-Pacific Partnership is the first trade victim

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.

Economic Report

Asia-Pacific: agricultural perspectives

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.

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.

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.