RaboResearch - Economic Research

Special

EU recovery fund: What will be the impact?

The European Commission presented a recovery fund for the EU. Although there a quite some hurdles to be taken, a compromise does not look out of reach. The pooling of liabilities is further completes the European capital market.

Special

India: Economic growth set to plunge as uncertainty rises

We have revised our economic projections for India downwards and expect the economy to contract by 2.9% in fiscal 2020/21. The economic stimulus package of 20 lakh crore is expected to prop up growth this fiscal year by 1.8ppts, but more unconventional policy measures (such as debt monetization) seem necessary.