RaboResearch - Economic Research

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AEX omlaag, groeiverwachtingen Nederlandse economie omhoog (Dutch)

Een paar weken na de grootste daling van de AEX sinds de nasleep van het faillissement van Lehman Brothers in 2008 komen wij tot de conclusie dat de vooruitzichten voor de Nederlandse economie nog iets beter zijn dan wij eerder dachten.

Economic Quarterly Report

China: onzekerheden nemen toe (Dutch)

De directe impact van de beurscrash en depreciatie op de Chinese economie is waarschijnlijk beperkt, maar de crash tast geloofwaardigheid van de hervormingsagenda wel aan. De terugval van de groei is volgens de meeste indicatoren vooral geconcentreerd in de industrie, maar de onzekerheden zijn wel groter geworden.

Country Report

Country Report India

Economic growth has been strong recently and is expected to strengthen somewhat in the near future. Although economic policy in India is moving into the right direction, the pace is slow, which eventually might hurt economic growth.

Country Report

Country Report Indonesia

The Indonesian economy has slowed down due to lower commodity prices and the inability of President Widodo to implement reforms and planned infrastructure investments. Meanwhile, he has resorted to populist policies to boost popular support.

Country Report

Country Report Thailand

One and a half year after the coup, the military regime is still in power. Elections are again delayed and stability is preserved through repression. In the meantime, the economy is performing disappointingly with tourism being the only bright spot.