RaboResearch - Economic Research

Special

US-China trade war: no turning back

The recent announcement from the US to further up the ante in the trade dispute with China clearly marks a new escalation in the trade war. If one takes China’s recent response into account, it’s hard to see either side trying to ease tensions at this stage.

Economic Report

India: 2019 Economic Outlook

In 2019, we expect the Indian economy to continue to be the global outperformer in terms of economic growth. There are however substantial downside risks, such as a defeat of Modi’s BJP in the general election and an escalation of the US-China trade war.

Special

Re-assessing the US-China trade war

This Special re-assesses the economic impact of the US-China trade war, using more advanced methodologies. Our analysis shows that China disproportionately bears the brunt of a US-China trade war, especially in case of a further escalation.