RaboResearch - Economic Research

Economic Comment

India: what is the economic impact of the new stimulus package?

The announced stimulus package in October will support the ailing banking sector, but we expect limited additional effects on economic growth of India (of 0.2ppts in fiscal year 2018/2019). Moreover, it is a missed opportunity that the package does not contain measures to foster total factor productivity growth.

Economic Comment

Japan: Abe’s election ‘gamble’ turned into victory

Abe and his LDP-Komeito coalition were victorious at yesterday’s lower house elections. The disappointing election result for the opposition side is not surprising when one takes into account the short amount of time for a structured election campaign.

Economic Comment

Orderly Brexit more likely due to snap elections

British Prime Minister Theresa May has called for snap elections to be held on 8 June. A victory for Ms. May seems likely at the moment, which would strengthen her Brexit mandate domestically, and her negotiation position with the EU.