Column
We missen de kennisinfrastructuur rond waterstof (Dutch)
De Nederlandse regering wil werk maken van waterstof. Helaas mist het huidige beleid iets fundamenteels om daarmee verder te komen, schrijft Rabo-econoom Otto Raspe.
RaboResearch - Economic Research
17 Publications
Economic Report
Welke Aziatische landen kunnen profiteren van een verplaatsing van productie uit China? (Dutch)
De handelsoorlog zal waarschijnlijk zorgen voor een versnelde verplaatsing van productie uit China. Onze nieuwe ‘Where Will They Go’ index laat zien Thailand, Maleisië, Vietnam, Taiwan en India waarschijnlijk zullen profiteren van deze verplaatsing.
Special
Leaving China: Which countries might benefit from a relocation of production?
The US-China trade war will probably accelerate a shift of foreign production out of China. Our new ‘Where Will They Go index’ shows that Thailand, Malaysia, Vietnam, Taiwan and India are likely to benefit from this production relocation.
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.
Special
De inzichten van Ricardo staan nog recht overeind (Dutch)
Vrijhandel is voor vrijwel iedereen voordelig. De meeste landen hebben ooit gebruik gemaakt van invoertarieven. Toch is het een lomp middel, dat onvoorspelbare, negatieve effecten zal hebben. Beleidsmakers weten dit. Dat geeft reden tot hoop.
Economic Report
North Korea’s pressure point: the economy
China’s economic lifeline is key for North Korea’s economy. Recent sanctions are expected to put more pressure on the regime in Pyongyang, but China also has its strategic interests related to North Korea.
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: the rise of China in a (geo)politically diverse continent
Strong economic growth has diminished poverty in the region and will swell the ranks of the middle class. But corruption levels are high, China’s influence in the region is increasing and the dispute surrounding the South China Sea may generate stability risks.
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.
Country Report
Country Report South Korea
Supported by government measures, real GDP growth in South Korea has been accelerating. Meanwhile, tensions with North Korea have eased, for now. South Korea’s banking sector remains vulnerable to external liquidity risks and rising household debt.
Country Report
Country Report South Korea
South Korea’s economic growth has slowed to around 2% in 2012. Presidential elections in 2012 passed smoothly, with Park Guen-hye winning the elections. The situation in North Korea has deteriorated as the regime has performed a third nuclear test.