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

An assessment of the Indian rupee crisis

The Indian rupee (INR) has been the worst performing currency in Asia, losing more than 12%. Given the outcome of our EM Vulnerability Heatmap, models and expected additional policy interventions, we expect strengthening of the Indian rupee in the short term.

Economic Quarterly Report

Rente en valuta: onze munt, hun probleem (Dutch)

De Amerikaanse economie draait op volle toeren en dit geeft de Fed het vertrouwen om de rente verder te verhogen. De markt is bang dat de Fed te hard van stapel loopt, zeker nu de sterker wordende dollar voor problemen zorgt in opkomende markten.