RaboResearch - Economic Research

Special

The voice of Italy

Sunday 4 December, Italians will vote on a constitutional reform that should support policymaking in Italy. Yet the reform is not without downsides. The suggestion that a 'No'-vote would put Italy on a path towards leaving the Eurozone is wrong.

Special

EU exit contagion risk

In this Special we focus on political exit contagion risk of ‘Brexit’ to other EU countries. We look at the current political landscape in the EU and the rising trend of Euroscepticism. Although we still consider a repeat of ‘Brexit’ more unlikely than likely in all member states, some countries are certainly worth watching in the year ahead.

Economic Quarterly Report Dutch version

China: a balancing act between growth and reforms

The government is currently performing a balancing act between keeping the economy going and safeguarding social and financial stability. Authorities continue to follow a step-by-step strategy to reduce excess capacity in heavy industry state-owned enterprises.

Economic Quarterly Report Dutch version

China: when will the hangover of the debt binge set in?

Macro economically, China is in calmer water now but medium term risks have been on the rise, at the same time. Debt keeps piling, especially for state owned enterprises, which boast ever lower profits. As a result the asset quality of loans, and consequently financial stability, are coming under pressure.