RaboResearch - Economic Research

Economic Comment

Economische turbulentie in Turkije: Vraag en antwoord (Dutch)

De waarde van de Turkse lira kende de afgelopen twee weken een sterke terugval, nadat politieke spanningen tussen Turkije en de Verenigde Staten opliepen en investeerders bovendien hun vertrouwen verloren in het Turkse economische en monetaire beleid.

Economic Comment

Turkey: surprise landslide victory ensures AKP single-party rule

The AKP’s surprise victory at Turkey’s snap elections restores political stability, but the new cabinet needs to embark on structural reforms and boost central bank independency to uphold investor confidence amid elevated balance-of-payments risks.

Economic Update

Impact of tapering on emerging markets

In this Economic Update we take a closer look at the impact of the gradual slowing down of the rate of asset purchases by the US Federal Reserve (Fed) on the emerging markets.

Economic Update

Emerging markets – US tapering has a big impact

US tapering is leading to portfolio outflows in emerging markets, especially in countries that are running both a current account and budget balance deficit.

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 Comment

Turkey: growth slows, but worries remain

Turkey’s economic growth slowed in 4Q11. Still, volatile growth rates, combined with large current account deficits and stubbornly high inflation rates remain worrisome.

Economic Comment

Turkey: keeping heads cool helps

While Turkey’s industrial production growth is slowing, both inflation and the current account deficit remain elevated, suggesting that the central bank must not ease policy just yet.