RaboResearch - Economic Research

Economic Report

India: where is the negative impact of demonetization?

The Indian economy grew by 7% in Q4 of 2016, which is surprising given that India was struck by an unexpected demonetization operation. The explanation can be found in underrepresentation of the informal economy in statistics and overestimation of the role of the private corporate sector.

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.

Special Dutch version

How fast is China actually growing?

In this Special, we present our newly developed indicator for monitoring economic growth in China: the China Activity Indicator (CAI). In addition to five traditional indicators (such as electricity output), this also includes an indicator of private consumption. According to the CAI, growth in China in 2015 is closer to 5% than 7%.