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.

Special

Argentina: open for business

A new government has embarked on a major and much-needed shift in economic policies. The economic recovery is in sight and business opportunities arise in sectors with high catch up potential.

Economic Report

“As good as it gets” (Dutch)

De kans dat de wereldeconomie harder gaat groeien dan nu het geval is lijkt gering, aangezien vele grote economieën op hun economisch potentieel zitten. Deze is aangetast door jaren van bovenmatige liquiditeit.

Economic Report

Latin America: turning the populist page

The past year has been tumultuous for Latin American politics, characterised by a shift to the right in election results and away from populism in policy, and numerous corruption scandals. Current risk levels are likely to linger in the coming year.

Special

Latin America: FX, risk, carry and central banks

Latin American currencies remain at the mercy of external factors and in particular global liquidity and central bank policy. And that is unlikely to change in the coming year.