RaboResearch - Economic Research

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: 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

Outlook 2014 - China: balancing reforms and growth

After an ambitious start, China’s new leadership seems to have eased back on its reform drive. Maintaining a sufficiently strong growth rate is still the priority. For 2014, this implies only incremental reforms and a growth rate of around 7¼%.