RaboResearch - Economisch Onderzoek

Special

Nowcasting the Indian economy (Engelstalig)

In this Special we present our new nowcasting methodology for the Indian economy. Our combined model predicts an economic growth for calendar 2018Q4 of 6.3%, which would imply a significant slowdown of economic activity after the already disappointing GDP print of 7.1% in Q3.

Themabericht

India: 2019 Economic Outlook (Engelstalig)

In 2019, we expect the Indian economy to continue to be the global outperformer in terms of economic growth. There are however substantial downside risks, such as a defeat of Modi’s BJP in the general election and an escalation of the US-China trade war.

Themabericht

Weathering the Indian rupee storm (Engelstalig)

The Indian rupee is the worst performing currency in Asia, losing 12% this year. We use two approaches (an EM Vulnerability Heatmap and an integrated model) to delve deeper into the fundamentals of the INR and assess whether the current weak levels are justified.