RaboResearch - Economic Research

Country Report

Brazil: rays of light at the end of the tunnel

Political risks have decreased and the economic downturn seems to be bottoming out, but the out-look of the currently dire fiscal position is still uncertain.

Country Report

Argentina: normalizing the economy, a tough balancing act

The Argentinian government is sustaining efforts to open up and normalize the economy, but it is shifting to a more gradual approach given social and political constraints. Important successes have already been booked on the external front.

Special Dutch version

The GCC: going cold turkey on oil?

The oil-rich Gulf Cooperation Council (GCC) countries suffer from the oil price slump while diversification will prove difficult. In the short-run, the necessary budgetary consolidation Oman, Bahrain and Saudi Arabia will weigh on political risk.

Country Report

Brazil: caught up in a political storm

Brazil is struggling with policy paralysis and a deep recession as a colossal corruption case has brought politics to a gridlock. Little improvement is expected in 2016.

Country Report

Tanzania: Magufuli’s victory good for the business environment

Tanzania’s economy is performing well, despite challenges arising from a weak currency. The recent presidential victory of Magufuli, a candidate with strong anti-corruption credentials bodes well for the business environment.

Special Dutch version

Latin America: the tide has turned

Latin America is slowing down and lower commodity prices play a prominent role. The region is vulnerable to external environment developments, but fairly resilient. Domestic factors give most countries little firepower against external shocks.

Special Dutch version

Latin America after the commodity boom

Throughout history Latin America’s fortunes have been tightly linked with commodity prices. It seems we are currently at the end of yet another commodity price cycle. Where does Latin America stand now?