RaboResearch - Economic Research

Economic Report

Hong Kong’s airport’s closure and its meaning

The recent HKIA occupation has already hit Hong Kong’s economy and its global reputation; any repeat would be exponentially more damaging. Yet if such action were to trigger a crackdown from China the potential risks would be far larger than just to Hong Kong’s GDP or its reputation.

Special

US-China trade war: no turning back

The recent announcement from the US to further up the ante in the trade dispute with China clearly marks a new escalation in the trade war. If one takes China’s recent response into account, it’s hard to see either side trying to ease tensions at this stage.

Special

How serious is China’s housing market bubble?

Housing prices in China have been rising rapidly since the beginning of 2015 and it is the question whether or not this is supported by economic fundamentals. Possible negative economic consequences might be severe, since 12% of Chinese urban inhabitants live in ‘bubble-cities’.