RaboResearch - Economisch Onderzoek

Landenrapport

Turkey: ongoing political instabiliy (Engelstalig)

Turkey’s economy expanded by 4% last year, but Russian sanctions and weaker tourist arrivals will negatively affect growth this year. In spite of the AKP’s regained parliamentary majority, Turkey’s political situation remains volatile which could once more weigh on essential foreign capital inflows.

Landenrapport

Belgium: recovery at a snail's pace (Engelstalig)

The centre-right government has successfully implemented several policy measures to improve Belgian price competitiveness. High public debt, inflation and security issues are the most prominent downward risks for a stable economic recovery.

Landenrapport

Ireland: The Celtic Tiger is back (Engelstalig)

Ireland posted very strong growth of 7.8% last year which supports deleveraging and house prices but asset quality of banks remains poor and could hurt banks and the government in the future. As possibly worst affected, Ireland is closely following the Brexit debate.

Landenrapport

Germany: stable economic growth with challenges ahead (Engelstalig)

The German economy performs well on the back of a competitive export sector and is rebalancing towards domestic demand, driven by a strong labour market. The recent surge in immigration poses a significant challenge for the German economy.

Landenrapport

Australia: an economy in transition (Engelstalig)

The Australian economy remains resilient. After the mining investment boom, the economy is now primarily driven by net exports and consumption. Meanwhile, the housing market softened due to tightened lending standards to housing investors.

Landenrapport

Indonesia: Widodo is turning the tide (Engelstalig)

Economic growth in Indonesia slowed down in 2015 to a post Global Financial Crisis low, mainly due to weak external demand. We expect a gradual economic recovery in 2016, driven by rising infrastructure investments due to a more decisive government.

Landenrapport

Malaysia: corruption scandal is haunting the prime minister (Engelstalig)

Growth in Malaysia slowed down as a result of lower commodity prices. The involvement of PM Najib in a large corruption scandal is hurting his position and international investors’ confidence. This has resulted in increased external pressure on the economy and the balance of payments.