RaboResearch - Economic Research

Economic Update

Economic Update Emerging Markets

In 3Q12, economic growth slowed in many emerging markets, including China, Mexico and Poland. This triggered the IMF and others to revise their estimates downward. For China, the end of the slowdown seems in sight, but this is not the case for India.

Economic Update

Economic Update Emerging Markets

Several emerging markets continue to experience a slowdown in growth. Growth in 12Q2 went down in both Russia and Turkey, while growth in China is likely to slow down further in Q3 as well. Meanwhile, industrial production in Mexico remained strong.

Economic Update

Economic Update Emerging Markets

Emerging markets worldwide are affected by the economic fallout of the eurozone crisis and lackluster performance elsewhere. Some are still beating this trend, though, while the economic clouds in Mexico and Poland have silver linings.

Economic Update

Economic Update Emerging Markets

This month we witness that concerns on economic growth have triggered interest rate cuts in countries around the globe. China has posted its lowest economic growth in three years.

Economic Update

Economic Update Emerging Markets

This month’s economic data from emerging markets is rather mixed. While first-quarter economic growth in Mexico and the Philippines surprised to the upside, Brazil’s economy continues to slow down. Argentina might soon face challenging times.

Economic Report

Argentijnse lessen voor Griekenland (Dutch)

Een vergelijking tussen Griekenland anno nu en Argentinië in 2002 levert op dat een euro-exit voor Griekenland op de meeste terreinen veel grotere gevolgen zal hebben dan het loslaten van de dollar-koppeling had voor Argentinië.

Economic Update

Economic Update Emerging Markets

Both growth and currencies appear to be on the slide in emerging markets around the World. In Brazil, China and India, governments are coming to the fore trying to keep growth at reasonable levels. There are a few scattered bright spots though.

Economic Update

Economic Update Emerging Markets

China’s growth has reached its lowest level since the financial crisis. The Reserve Bank of India cut its policy rate by 50bps. Brazil’s central bank also cut its policy rate.

Economic Update

Economic Update Emerging Markets

While growth in Mexico is picking up, Turkey’s economy is finally cooling down and also in the Dominican Republic growth is slowing. Meanwhile, Poland’s growth continues to be driven by consumption.

Economic Update

Economic Update Emerging Markets

The emerging markets are almost all losing their growth momentum. Even China, which has been the light at the end of the tunnel for a couple of years, is now reducing its growth target to below 8%.