RaboResearch - Economisch Onderzoek

Special

India: Economic growth set to plunge as uncertainty rises (Engelstalig)

We have revised our economic projections for India downwards and expect the economy to contract by 2.9% in fiscal 2020/21. The economic stimulus package of 20 lakh crore is expected to prop up growth this fiscal year by 1.8ppts, but more unconventional policy measures (such as debt monetization) seem necessary.

Special

Coronacrisis speelt de energietransitie parten

Op basis van 'early warning'-indicatoren verwachten we een negatieve impact van de coronacrisis op de energietransitie. Het is belangrijk dat de overheid gericht en consistent beleid uitvoert om de negatieve effecten te dempen.

Special

Will COVID-19 force a Brexit extension? (Engelstalig)

Markets and media are focused on everything related to Covid-19, yet the Brexit-clock ticks away in the background. The first real deadlines are nearing fast. There are plenty of compelling arguments to extend the transition period; we challenge the conventional wisdom and look for reasons why the UK government would not ask for more time.