RaboResearch - Economic Research

Economic Report

India: GDP data revision - Eat your cake, don’t ‘cook’ it

There is much controversy surrounding India’s GDP back-series for years 2004/05 to 2011/12. The discussion now has been politicized, which is undermining the credibility of Indian statistics. This is worrying, especially for an emerging economy which can easily lose the support of international investors.

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.

Special

Emerging Markets Vulnerability Heatmap

We present a ‘new and improved’ version of Rabo’s Emerging Market Vulnerability Heatmap which is constructed from a more comprehensive list of inputs. The heatmap highlights ARS, TRY and ZAR as the most vulnerable emerging market currencies.