RaboResearch - Economic Research

Special

Emerging Markets Vulnerability Heatmap

We present a ‘new and improved’ version of Rabo’s Emerging Market Vulnerability Heatmap which is constructed from a more comprehensive list of inputs. The heatmap highlights ARS, TRY and ZAR as the most vulnerable emerging market currencies.

Country Report

South Korea: still going strong

Government stimulus helps South Korea’s economy hold ground against domestic and external headwinds. Tensions with North Korea picked up, but are unlikely to have severe consequences.

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: 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.

Country Report

Country Report South Korea

South Korea’s economic momentum has been improving, as on the back of higher consumption and government spending the economy grew by 0.9% quarter-on-quarter in the third quarter of 2014.

Country Report

Country Report South Korea

The South Korean government is trying to raise growth both in the short- and long-term. Meanwhile, the external vulnerability of the country and of its banking sector in particular, has decreased. Relations with North Korea remain uncertain and difficult.

Country Report

Country Report South Korea

Economic growth has accelerated last year, and is expected to rise to 3.4% this year. In the face of tapering, South Korea is confronted with an uncertain external environment. However, so far the impact has been limited.