RaboResearch - Economic Research

Country Report

Country Report Morocco

The popular Moroccan king maintains political stability, but the macroeconomic imbalances are aggravating as long as reforming the excessive subsidy bill is staved off.

Economic Update

Economic Update Emerging Markets

If being disappointed is worse than being angry, the World is in a terrible place. However, one can read two things into disappointment either: the performance is really bad, or the expectations were too high.

Country Report

Country Report South Africa

The largest and most modern economy of Sub Saharan Africa had a troublesome year as the large income disparities burst out into protracted industrial unrest, while domestic bottlenecks and low external demand took its toll on economic development.

Economic Update

Economic Update Emerging Markets

The news from Emerging Markets is not that bad. South (East) Asia's latest IP data were rather good. Growth in Brazil disappointed in 2012, but a recovery has started. Meanwhile, the policy rate in Mexico and Poland fell to a record low level.

Country Report

Country Report Tanzania

Tanzania grew 6.8% in 2012 and expects 7% growth in the coming years. Gas reserves discovery can boost the economy, but high corruption can cause discontent with Tanzanians and donors. Readily available financing accommodates the large twin deficit.