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.

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.

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.

Economic Update

Economic Update Emerging Markets

This month we witness that concerns on economic growth have triggered interest rate cuts in countries around the globe. China has posted its lowest economic growth in three years.

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.

Economic Update

Economic Update Emerging Markets

This month’s economic data from emerging markets is rather mixed. While first-quarter economic growth in Mexico and the Philippines surprised to the upside, Brazil’s economy continues to slow down. Argentina might soon face challenging times.

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.

Country Report

Australia (Country report)

The Australian economy has quickly shaken off the economic disruption caused by the Queensland floods. The reduction of the budget deficit is slower than expected, but given the very low level of government debt this is no cause for concern.

Country Report

Kazachstan (Country update)

Kazakhstan’s banking sector remains one of the country’s major weaknesses, while the authorities are increasingly intolerant of oppositional voices.