RaboResearch - Economic Research

Country Report

Country Report China

China’s housing market has been weakening recently, but exports seem to do rather well. The latest PMIs suggest the country should be able to avoid a hard landing.

Country Report

Country Report Indonesia

The policy focus in Indonesia is on macroeconomic stabilisation, while protectionist policies have been implemented in the past months. Growth is expected to slow to 5.4% in 2014. No major new structural reforms are expected from the next government.

Country Report

Country Report Philippines

The institutional quality of the Philippines has improved in recent years, while growth has been relatively high. On the political front, the peace agreement with the MILF bodes well for stability, but relations with China remain poor.

Country Report

Country Report Thailand

After the May 22 coup, Thailand is under military control. The risk of large and violent protests remains present. The democracy is unlikely to be restored in the short-term. Whilst in control, the military aims to restore economic growth.