Column
Gebrek aan samenwerking heeft prijskaartje (Dutch)
Column Wim Boonstra in het Financieele Dagblad van 18 november 2010
RaboResearch - Economic Research
9 Publications
Column
Zinloos achterhoedegevecht voor IMF-zetel (Dutch)
Column Wim Boonstra in het Financieele Dagblad van 4 november 2010
Economic Report
UK: to QE or not to QE?
The pace of economic recovery is slowing before the fiscal squeeze has kicked in. But the BoE is hesitant to launch QE2 given the higherthan expected inflation (expectations). There are definitely short-term upside risks to inflation, mostly due to the VAT hike in January 2011.
Economic Report
Public debt: nothing to fear but fear itself
Investors are worried that rising public debt to GDP ratios in the advanced economies will eventually lead to a wave of sovereign defaults. To calm market nerves, therefore, governments have announced austerity measures to lower debt ratios to more ‘sustainable levels’.
Country Report
Country Report Russia
Russia’s oil and gas dependent economy has started to recover slowly from the sharp downturn in 2009, with real GDP growth estimated at 4.2% and 4% in the next two years.
Country Report
Taiwan (Country report)
The island of Taiwan has a dynamic, capitalist economy which has sharply rebounded from the effects of the global financial crisis. Economic activity will expand by over 9% yoy in 2010, a large improvement from the 1.9% contraction in 2009.
Country Report
Maldives (Country report)
A structural country risk the Maldives are facing is climate change. If the sea level rises only by a couple of meters, the majority of the Maldives will be submerged. The political situation is very unstable, as the opposition and the ruling party are frequently at loggerheads hindering any progress on reforms.
Economic Quarterly Report
Een Azië-crisis in Oost-Europa? (Dutch)
De financiële crisis, die zich sinds 2007 over de wereld verspreidt, gaat ook aan Oost-Europa niet ongemerkt voorbij. In veel opzichten doet de situatie in Oost- Europa denken aan het begin van de Azië-crisis in 1997. In de afgelopen tien jaar is de Oost-Europese economie sterk gegroeid, vooral door de instroom van buitenlands kapitaal en de export.
Country Report
Angola (Country report)
Angola’s economic performance is almost completely determined by the global demand for oil. In fact, oil related taxes amount to 90% of total taxes. It is therefore not surprising that Angola’s economy took a hit when oil prices dropped dramatically as a result of the global recession