RaboResearch - Economisch Onderzoek

Landenrapport

Country Report Hungary (Engelstalig)

Hungary struggled through the financial and economic crisis in 2009. The economy shrunk by 7% and there was little room for fiscal stimulus as Hungary had to adhere to the conditions of the IMF attached to the aid package.

Landenrapport

Country Report Bulgaria (Engelstalig)

Similar to other Eastern European countries, the financial crisis hit Bulgaria mainly through a drop in export demand, tighter credit facilities and general risk aversion against the region. The economy shrunk by 5% in 2009.

Kwartaalbericht Woningmarkt Engelstalige versie

Kwartaalbericht Woningmarkt

De negatieve spiraal waar de woningmarkt het afgelopen jaar last van had lijkt doorbroken. De woningmarkt stabiliseert. Na een forse daling van de transactieaantallen vanaf het najaar van 2008 is het afgelopen half jaar sprake van een kleine toename.

Landenrapport

Malaysia (Country report) (Engelstalig)

The global recession in 2009 hit Malaysia via the trade channel. The highly export dependent economy experienced a steep decline in external demand for its export products last year.

Themabericht

Chili: nature strikes (Engelstalig)

One of the strongest earthquakes to ever hit Chile occurred on 27 February 2010. The country’s infrastructure sustained massive damage and the death toll is currently estimated around 600. As a result of the earthquake, economic activity will be subdued in the short term.

Themabericht

Chili: a step to the right (Engelstalig)

Since the return to democracy in 1990, the center-left oriented coalition, the Concertación, had won every presidential election. In fact, Piñera is the first right-wing candidate to win a democratic presidential election since Jorge Allisandri Rodríguez won the presidency in 1958.

Economisch commentaar

Should the Greeks go on a holiday? (Engelstalig)

Some market participants and notable economists are arguing that Greece needs to exit the eurozone, even temporarily, in order to regain its external competitiveness. As attractive as this option sounds, we are inclined to strongly disagree.

Economisch commentaar

Germany no longer the exportweltmeister (Engelstalig)

China has taken over Germany as the world’s export champion. But this is indeed a positive development for Germany and the government should actively pursue policies to rebalance the economy even more towards domestic demand.

Economisch commentaar

Germany's 09Q4 growth can disappoint (Engelstalig)

Germany’s economy has contracted by a record 5.0% y-o-y in 2009. Quarterly growth in 09Q4 should be flat. However, the business surveys and the orders data suggest that economy has expanded moderately in 09Q4.

Landenrapport

Country Report Ukraine (Engelstalig)

Ukraine’s country risk profile has improved somewhat recently, but overall risks remain high. A new government, controlled by the party of newly elected president Yanukovych, has taken power, which has ended the political paralysis and infighting of the preceding years.

Landenrapport

Sri Lanka (Country report) (Engelstalig)

The end of the civil war has boosted long-term economic prospects for Sri Lanka. The economy is expected to grow over 6% in 2010. However, the humanitarian situation remains poor since the government has failed to address the grievances of the Tamil minority.

Economisch Kwartaalbericht Engelstalige versie

Visie op 2010 : hoop op herstel

Van een bloeiende economie, zoals we die kenden in de jaren 2004-2007, zal voorlopig nog geen sprake zijn. De recessie mag dan sinds kort formeel achter de rug zijn, het herstel verloopt voorlopig traag en onzeker. Onze economen verwachten voor volgend jaar dan ook een magere groei van ons Bruto Binnenlands Product met 1%.

Special Engelstalige versie

Visie 2010: globalisering op een kruispunt

In termen van globalisering bevinden we ons op meerdere terreinen op een kruispunt. In deze themastudie werpen wij onze blik - meer nog dan in onze economische Visie op 2010 en verder - op de toekomst en vragen ons af in welk krachtenveld de economische en politieke wereldorde aan het veranderen is.