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.

Economic Report

Asia-Pacific: agricultural perspectives

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

Asia-Pacific: can Asia’s convergence story continue?

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.

Special Dutch version

Outlook 2016: Global Economy

Global growth holds up in 2016, but does not accelerate. With the US poised to hike interest rates, the rest of the world waits anxiously. Normalization of monetary policy poses economic risks, but so does keeping it too loose for too long.

Special

Voortgang in de economische integratie van de ASEAN? (Dutch)

De oprichting van de ASEAN economische gemeenschap (AEC) is een stap voorwaarts in de richting van verdere regionale integratie. De deadline van 31 december 2015 zal echter niet gehaald worden, ook daarna zal er nog een hoop werk moeten worden verzet.