Economic Report
Sterke groei in Azië is belangrijk geweest voor de regio zelf en de rest van de wereld. De rol van China neemt toe, hier ligt de kracht, maar ook de kwetsbaarheid. Het perspectief blijft echter goed; we zien onder meer kansen voor voedsel-gerelateerde sectoren.
Economic Report
A balance of payments crisis is unlikely in today’s Asia. Most countries have improved their current accounts and FX reserves. The rising debt load may however pose problems, although it nowadays is mainly local currency denominated.
Economic Report
Strong economic growth has diminished poverty in the region and will swell the ranks of the middle class. But corruption levels are high, China’s influence in the region is increasing and the dispute surrounding the South China Sea may generate stability risks.
Economic Report
Asia Pacific is a decisive component in the global food chain. Asia’s large and growing population and rising incomes will continue to drive demand for food, agricultural commodities and resources. But Asia cannot produce enough to support itself.
Economic Report
Demographics will provide headwinds in the developed countries of APAC and China, and tailwinds in South Asia. While total factor productivity growth has fallen, the innovation outlook for the APAC region is still relatively favourable.
Economic Report
In tegenstelling tot wat media meldden bieden data over handel met Hong Kong weinig bewijs voor massale kapitaalvlucht. Naast aflossing van buitenlandse schuld, lijkt kapitaalvlucht niettemin een flink deel van de daling van de reserves te kunnen verklaren.