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.
RaboResearch - Economic Research
20 Publications
Economic Comment Dutch version
Will the next Dutch parliament implement a climate change act?
If a Dutch climate change act will be implemented depends on the next parliament. The current polls show that the most coalition options are opponents of the act. While in the virtual lower court the majority is supportive, it remains unsure until March 15th.
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.
Economic Quarterly Report Dutch version
Strong economic recovery good for the Netherlands, as long as it does not lead to complacency
We expect Dutch economic growth this year to be the highest since the crisis. In 2018 economic growth remains high, while the unemployment rate will further decline. These forecasts are however surrounded by international uncertainties. We also expect economic growth to slow down after 2018.
Economic Quarterly Report Dutch version
New cabinet needs to continue with reforms rather than reverse the reforms that have been implemented
At present, the Dutch economy is doing well. The next cabinet should however not be unduly optimistic: growth is expected to drop back again after 2018. That’s why we discuss five crucial themes for a new government if they want to structurally strengthen the Dutch economy.
Economic Quarterly Report Dutch version
World order turned upside down: what is the impact on growth?
We expect moderate global economic growth of around 3 per cent in 2017 and 2018. American protectionism will expectedly have a negative effect on world trade growth. Political developments in the US and Europe constitute the biggest source of uncertainty.
Economic Report
China: how realistic is the government’s growth target?
China’s 6.7% GDP growth was on government’s track in 2016, but lower growth is expected ahead as focus will rely more and more on risk prevention amid excessive credit levels, a housing market bubble, and capital outflows.
Economic Comment
How accurate are the Dutch election polls?
The Dutch Tweede Kamer elections are two weeks away. Our previous publication with three scenarios for the likely result is still current. But how accurate are the polls?
Special
Trump's executive orders
While executive orders allow the President to act unilaterally, the US political system has several checks and balances in place that give the Congress and the courts the power to derail or overturn his decisions. Trade conflicts are the main downside risk of Trump’s executive orders.