RaboResearch - Economic Research

Column

Het is weer het seizoen... (Dutch)

Vorig jaar. Ik zal het niet snel vergeten. Bij mij thuis was net nieuw leven, in de bancaire sector vielen alleen maar slachtoffers. Op 15 september begon het met Lehman Brothers. Daarna denderde de crisis vooral in oktober door.

Economic Report

China: 6.5% is 3.5%, really!

The Chinese government publish consistently higher growth figures during economic downturns in the hope of maintaining social stability. Hence, we expect a growth figure close to 6.5% yoy for 2009, while the true figure will be closer to 3.5%.

Economic Report

India's capital account: open sesame

For India, the debate to fully open the capital account is a long-standing one. This Special Report elaborates on why India needs foreign capital and demonstrates that the country has already been gradually opening the capital account. This has led to India being in fact more open than meets the eye, but still has a long way to go.

Special Dutch version

Make the euro stronger

The euro is under pressure. Following a strong surge, the European currency has lost terrain against the dollar again. It is therefore time to strengthen the European currency institutionally.

Economic Report

Remittances: A source running dry?

The effect of the current economic slowdown on remittances is still unknown. Common sense would suggest that all countries with a high reliance on remittances from workers abroad would now be in serious trouble. However, several scientific studies have shown that remittance flows were relatively unaffected.

Economic Report

Uncovering country risk in bond spreads

When assessing risk in emerging markets, rating agencies used to apply the theory of the sovereign ceiling. This report highlights the reason behind the rating agencies dropping this theory. Furthermore, it shows why investing in local companies at times is less risky than investing in the sovereign.

Special

Retail Banking Strategies in Europe

The emphasis in this study lies on retail banking in the broadest sense of the word. We start with a brief summary of well-known trends in banking and then focus on domestic and international banking strategies, respectively.

Economic Report

Groeiende investeringsbelangen in Oost-Europa (Dutch)

In verhouding tot de omvang van de economie is Nederland een van de grootste buitenlandse investeerders ter wereld. Onze directe buitenlandse investeringen vinden vooral hun weg naar de EU en de VS.

Economic Report

Vier toekomstbeelden van Europa (Dutch)

Het Centraal Planbureau (CPB) presenteerde recentelijk de studie ‘Four Futures of Europe’. Het schetst een viertal toekomstbeelden van de internationale omgeving van Europa. De scenario’s zijn volgens het CPB een nuttig instrument voor beleidsmakers.

Economic Report

Naar nieuwe Europese begrotingsnormen? (Dutch)

In november besloten de Ministers van Financiën van de Europese Unie (EU) om Duitsland en Frankrijk geen boetes op te leggen als sanctie voor hun te hoge overheidstekort. Hiermee is het Stabiliteits- en Groeipact meteen een papieren tijger gebleken.