RaboResearch - Economic Research

Alexandra Dumitru

Economist

Alexandra Dumitru works as an economist at RaboResearch Global Economics & Markets.

Alexandra is currently responsible for Latin America, while contributing to other international macro-economic research. Previously, Alexandra was responsible for Africa and the Middle East.

In the past, Alexandra held various positions at UTZ Certified, a certification programme for sustainable agriculture, and at the Private Sector Investment Programme (PSI), a development cooperation subsidy programme of the Dutch government aimed at alleviating poverty through economic development. Alexandra holds a degree in Economics from VU University Amsterdam.

Publications Alexandra Dumitru

Economic Report

Brexit update: transition ON!

The EU and the UK reached an agreement over a transition period on March 19, 2018. That is good for business continuity but does not affect our Brexit outcome base case. Hence, we maintain our view that the economy will slow down in 2018.

Special

The future of carbon investment after the Paris Agreement

The future of green investments is inextricably linked to the outlook for the cost of carbon. In this article, we look at the current path of carbon reduction and its outlook. We also look at regulatory and private sector trends in Europe.

Economic Comment

Argentinians vote: Macri, carry on!

On 22 October, Argentina held legislative mid-term elections and the ruling coalition Cambiemos claimed the victory - an important vote of confidence regarding its reform path.

Economic Report

Latin America: the times, they are changing

Anti-establishment sentiment is growing in Latin America, just like elsewhere on the back of a growing and increasingly vocal middle class. Latin America continues to shift away from populism and policy is becoming more constructive.

Economic Report

Latin America: The only way is up

Having reached rock bottom in 2016, Latin American economies are performing better in 2017. Most countries have fared well the adverse period, though fiscal positions have weakened across the board.

Economic Report

Latin America: Trump-eting throughout the region

A large-scale protectionist package by the US could hurt Latin American economies via lower exports, foreign direct investment and remittances. Our base case is that such a package will not come given the short term adverse impact on the US economy.

Special

Argentina: open for business

A new government has embarked on a major and much-needed shift in economic policies. The economic recovery is in sight and business opportunities arise in sectors with high catch up potential.

Special Dutch version

Trump’s impact on the economy

As of January 20, Donald J. Trump is President of the United States. In this Special we sketch the changes in economic policy that we should expect in the coming years, in particular in the areas of fiscal stimulus, trade policy, and energy policy. We also look at effects on US public debt sustainability, and market implications.