RaboResearch - Economisch Onderzoek

Column

Waarom het Chinees vijfjarenplan op een Rubiks kubus lijkt

Het nieuwe Chinese vijfjarenplan heeft veel weg van een Rubiks kubus, waarbij een draai van het ene economisch vlak naar de ene kant leidt tot een ongewenste draai ergens anders. China zal dan ook afwegingen moeten maken tussen haar doelstellingen.

Economisch commentaar

China: Rising tensions (Engelstalig)

The rising tensions between China, the EU, US, UK and Canada could have wide implications, from hurting the chances of ratifying the recent EU China investment deal to effects on the global supply of cotton.

Conjunctuurbeeld

Japan: Worse before better (Engelstalig)

A new strain of coronavirus has been found in Japan while a third wave of cases sweeps over the country. That will cause the economy to contract in the first quarter of this year. In that sense, the situation will get worse before it gets better.

Column

Hoe China een blik biedt in ons herstel

Het economisch herstel van China biedt wellicht een kijkje in de toekomst van Nederland. Daar is het initiële herstel snel gegaan, maar het laatste gedeelte gaat langzamer.

Economisch commentaar

Japan: Crawling out of a recession (Engelstalig)

The first signs of Japan’s economic recovery are here, albeit tentative. More fiscal stimulus is on the way. More monetary stimulus might be on the way as well, since core inflation has been negative for three months in a row.

Conjunctuurbeeld

China: Dealing with defaults (Engelstalig)

Three Chinese State Owned Entities (SOEs) have defaulted on their bonds, possibly foreshadowing there is more to come. Meanwhile, tensions with the US are still increasing, and China’s economic recovery continues to be lopsided.

Special

China’s economic recovery: A tale of two speeds (Engelstalig)

China’s economy is recovering. However, the recovery is unequal. In addition, Covid-19 has increased income inequalities and regional differences. China’s situation might give a glimpse into imbalances in the recovery of other countries as well.

Economisch commentaar

Japan: Economic and external woes continue (Engelstalig)

Coronavirus cases are still increasing in Japan, which is holding back its economic recovery. Relations with China are still tense. If the economy weakens further, the Bank of Japan might start another round of stimulus.

Economisch commentaar

China: Increasing self-reliance (Engelstalig)

China’s new Five Year Plan signals the country’s increased focus on self-reliance. Meanwhile, the economic recovery is continuing. Tensions between the US and China are here to stay, irrespective of who the new US president will be.

Economisch commentaar

Japan: The reign of Suga (Engelstalig)

Yoshihide Suga has been elected as Japan’s new prime minister. His newly appointed cabinet signals policy continuity and conformity. Meanwhile, the economy is showing signs of recovery, although it remains quite weak.