RaboResearch - Economic Research

Economic Update

Conjunctuurbeelden eurozone (Dutch)

De groeicijfers van het tweede kwartaal van 2013 laten een gemengd beeld zien. Zo presteerde de Duitse economie goed, maar bleven Spanje en Italië in recessie. Onze Conjunctuurbeelden in één overzicht.

Economic Update

Brazil: Growth accelerates, but new slowdown likely

Brazil’s economy grew surprisingly fast in 13Q2. In particular, the strong investment growth realised is highly welcome. However, we expect growth to slow down in the second part of 2013.

Economic Update

India: Battered but not beaten

Tapering talk has sent the Indian rupee to record lows, but India is not a blameless victim. It struggles with fundamental issues constraining economic growth, large twin deficits and declining investor confidence on the back of inadequate reforms.

Economic Update

Emerging markets – US tapering has a big impact

US tapering is leading to portfolio outflows in emerging markets, especially in countries that are running both a current account and budget balance deficit.