RaboResearch - Economic Research

Country Report

Maldives (Country Report)

The political situation in the Maldives escalated in February 2012, when President Nasheed resigned. With the presidential and general elections planned for 2013 and 2014, respectively, more political turmoil is expected.

Country Report

Taiwan (Country Report)

Taiwan's GDP growth is estimated to slow to 1.3% this year. Taiwan's banking sector is heavily exposed to the risky real estate and export sectors. Taiwan's has ample foreign exchange buffers to prevent liquidity problems.

Country Report

Indonesia (Country Update)

Indonesia's economy has shown great resilience and economic growth is expected to be around 6% this and next year. The political situation is less bright with the reform drive grinded to a halt and the ruling PD party connected to corruption scandals

Country Report

China (Country Report)

Economic growth has been slowing in China, to an estimated 7.8% in 2012. In the coming months, a major leadership transition will take place in China. The government's policies are not expected to change.

Economic Quarterly Report

Economisch Kwartaalbericht - september 2012 (Dutch)

Na een groeivertraging in 2012 zal de groei van de wereldeconomie volgend jaar iets versnellen. De Nederlandse economie zal dit jaar naar verwachting krimpen met 0,5% en in 2013 iets herstellen met een BBP-groei van 0,5%.

Country Report

Sri Lanka (Country report)

Sri Lanka is an island situated in the Indian Sea. The end of the 26-year long civil war in May 2009 has majorly boosted its economic prospects. Overall, the socio-political situation seems to be the largest risk for Sri Lanka.

Country Report

Mongolia (Country report)

Mongolia's economy is growing by double-digit rates on the back of investments in the mining sector and expansionary fiscal policies. Mongolia's export structure is vulnerable, as it exports only a few commodities, nearly all to China.

Country Report

South Korea (Country report)

South Korea's export oriented economy is weathering the global economic slowdown relatively well, although growth is slowing. Economic policy continues to focus on stability rather than supporting growth.

Economic Quarterly Report

China: Herstel laat nog op zich wachten (Dutch)

De economische groei in China is verder vertraagd. Het beleid van de overheid heeft de groeivertraging nog niet kunnen keren. Ook het derde kwartaal is zwak begonnen, maar een voorzichtig herstel de komende maanden zichtbaar moeten worden.

Economic Quarterly Report

Japan: Impuls wederopbouw zwakt af (Dutch)

De Japanse groei houdt aan, maar verloopt na een groeispurt in het eerste kwartaal de rest van het jaar en volgend jaar waarschijnlijk aanmerkelijk trager. Parlemetari?rs zijn aarzelend overeengekomen het begrotingsbeleid aan te scherpen.

Economic Quarterly Report

Emerging Markets Monitor: Groeivertraging (Dutch)

Na een periode van monetaire verkrapping zijn sinds de tweede helft van 2011 meer en meer opkomende economieën monetair beleid gaan gebruiken om de groei te stimuleren. We verwachten dat er meer nodig zal zijn om de economieën op gang te houden.

Country Report

India (Country update)

Economic growth in 2011/12 slowed to 6.5% from 8%+ growth figures in the years before. This year, economic growth is expected to be 6% to 6.5%. The government is seen as all important to kick-start economic growth, but the ruling UPA is a lame duck.

Country Report

Indonesia (Country report)

Based on strong economic growth, solid public finances and a balanced current account, Indonesia's star has been rising. However, Indonesia's structural problems are still large and progress is slow.

Country Report

Philippines (Country report)

The Philippine economy impresses as it continues to perform well amid a struggling global market. While strong headwinds from the country's main trading partners are likely to persist, a pickup in government spending will help mitigate the effects.

Country Report

Thailand (Country update)

The government of Thailand faces some challenging times: recovery of widespread flooding in 2011 and rising political tensions. All of this against the background of a weakening global outlook.