Country Report
Country Report Bangladesh
The January 2014 elections have left Bangladesh with a government whose legitimacy is questioned. With the opposition expected to continue protests and strikes, the risk of more political instability is high.
RaboResearch - Economic Research
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Country Report
Country Report Japan
We believe Abenomics -consisting of fiscal, monetary and structural measures- is a unique opportunity to end deflation and spur growth. However, political reality shows that Abenomics is incomplete as structural reforms are clearly lagging.
Country Report
Country Report New Zealand
New Zealand suffers from a persistent gap between savings and investment. Growth is currently gaining momentum, but this is mainly credit-driven. House prices are increasing fast and the necessary deleveraging process has been put into reverse.
Country Report
Country Report Australia
Economic growth in Australia decelerates due to lower mining investments. The outlook depends heavily on demand from China for its commodities and the ability to shift to non-mining growth drivers. The Dutch disease makes this move more difficult.
Country Report
Country Report Singapore
Strong institutions and effective policymaking support (potential) GDP growth, while the state’s small size and ageing pose challenges. Healthy balance sheets across the board and a solid international creditor position reduces Singapore’s susceptibility to shocks and financial crises.
Country Report
Country Report Vietnam
Since 2012, Vietnam is slowly building up a track record of economic stability. Meanwhile, the government continues to work on needed reforms, but has not taken away the risks. External liquidity is very weak, but no longer critical.
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.
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De koppigheid van markten (Dutch)
Financiële markten zijn net kleine kinderen. Je vertelt wat er gaat gebeuren en vervolgens reageren ze eerst alsof ze van niets weten.