RaboResearch - Economic Research

Economic Comment

Gasprijzen gaan door het dak: wat betekent dat voor Nederland? (Dutch)

De aardgasprijzen zijn in een paar maanden tijd met ruim 200 procent gestegen in Europa en met 150 procent in Azië. Als de gasprijzen op het huidige hoge niveau blijven, kunnen we een aanzienlijke stijging van de inflatie verwachten. Wat is de economische impact van de hoge gasprijzen en wat betekent dit voor ons land en de energietransitie?

Economic Report

Why India is wise not to join RCEP

On November 15th, the Regional Comprehensive Economic Partnership (RCEP) was signed, but India decided to opt out. Many consider this a policy mistake, but we argue that India’s choice is actually quite rational.

Economic Comment

Phase One Monitor – December update

Despite reversing the downward trend in September and October, China is still miles behind the target. There is a clear divergence on the progress towards targets for agricultural and energy imports, and manufacturing and services imports.

Economic Report

Going down: Revising our economic forecasts for India

We have revised our economic forecasts for the Indian economy downward to -10.6% for fiscal 2020/21 and expect the economy to grow by 8.9% in fiscal 2021/22. The main reason for the revision is that monthly economic data show that the pace of recovery is much slower than anticipated.

Economic Report

India’s worrying inflation dynamics

Inflation in India has been stubbornly high. Although we expect inflation to come down, we believe the downward trajectory will be short-lived. Against this backdrop, the Reserve Bank of India is probably reluctant to cut its policy rates.