Zuidoost-Azië houdt goed stand ondanks tegenwind

Market Monitor

  • China,
  • Indonesië,
  • Duurzame consumptiegoederen,
  • Electronica/ICT,

21 nov 2018

De handelsoorlog tussen de VS en China heeft beperkte gevolgen.

Summary

  • The US-China trade war has a moderate impact on Southeast Asia, but strong domestic demand and countervailing policies support GDP growth.
  •  Increased risk aversion in international financial markets is felt by those countries with current account deficits, but strong economic fundamentals make a financial crisis unlikely.
  • Some weaknesses still exist, making economic vulnerable to the stronger US dollar and higher interest rates.

You can download the full report.