RaboResearch - Economisch Onderzoek

Economisch commentaar

De eurozone na de crisis

Het begin van de eurocrisis ligt inmiddels weer enkele jaren achter ons. Volgens sommigen zijn we er uit, volgens anderen zitten we nog middenin de problemen. In ieder geval reden genoeg om nu grondig naar de toekomst van de eurozone te kijken.

Economisch commentaar

Prinsjesdag 2014: minder bezuinigen maar meer hervormen

De overheid bezuinigt in 2015 iets minder hard dan in de afgelopen jaren, maar voert wel een aantal grote hervormingen in. De koopkracht van Nederlandse huishoudens neemt volgend jaar voor het tweede jaar op rij toe. Mede daardoor trekt het economische herstel volgend jaar aan en zal het ook breder in de economie te voelen zijn.

Landenrapport

Country Report Oman (Engelstalig)

Economic growth is expected to maintain its momentum in the medium term underpinned by strong domestic demand and economic diversification. However, the increase in current government spending challenges fiscal sustainability.

Landenrapport

Country Report Mauritius (Engelstalig)

Economic growth in Mauritius continues to be suppressed by subdued external demand from Europe. Meanwhile, flash floods in the beginning of 2013 and an increased wage bill have driven up government expenditure.

Landenrapport

Country Report Sri Lanka (Engelstalig)

On the economic front, Sri Lanka is performing relatively well. Growth is holding up strongly and the balance of payments is improving. The increasingly authoritarian style of the Rajapaksa government is, however, less positive news.

Landenrapport

Country Report South Korea (Engelstalig)

The South Korean government is trying to raise growth both in the short- and long-term. Meanwhile, the external vulnerability of the country and of its banking sector in particular, has decreased. Relations with North Korea remain uncertain and difficult.

Landenrapport

Country Report Turkey (Engelstalig)

While Turkey’s economic growth started to slow in the second quarter, the central bank faces pressure to reverse its major January interest rate hike ahead of the 2015 parliamentary elections. As expected, Recep Tayyip Erdoğan became Turkey’s first directly-elected president.

Landenrapport

Country Report India (Engelstalig)

The recent massive election win of Modi’s Bharatiya Janata Party and expectations of business friendly reforms are boosting sentiment and growth. However, India will not change overnight.

Landenrapport

Country Report Bosnia and Herzegovina (Engelstalig)

Bosnia-Herzegovina faces major socioeconomic challenges in the aftermath of devastating floods and months of violent protests. The upcoming general elections in October are unlikely to improve the situation, but increased IMF support should alleviate possible financial problems.

Landenrapport

Country Report Kenya (Engelstalig)

2013 was a crucial year for Kenya, as domestic political stability improved on the back of peaceful elections, which contributed to better economic prospects. Unfortunately, these improvements were offset by an increasing terrorist security threat.

Landenrapport

Country Report Kuwait (Engelstalig)

Kuwait’s hydrocarbon dependent economy slowed in 2013 and prospects for 2014 are stable. The political focus seems to be shifting towards the crown prince succession, which might stall progress booked on economic reforms in the past year.

Landenrapport

Country Report Poland (Engelstalig)

Poland’s economy continued to rebound strongly in the first half of this year, but growth is likely to weaken amid mutual EU and Russian sanctions. As prime minister Tusk heads for Brussels, a new cabinet may be nominated as soon as early September.

Landenrapport

Country Report Lithuania (Engelstalig)

Six months ahead of its euro area accession, Lithuania’s economy performs strongly. While reciprocal EU and Russian sanctions are unlikely to derail growth this year, tensions with Russia may result in further boycotts of Lithuanian products.

Landenrapport

Country Report Nicaragua (Engelstalig)

Nicaragua’s economy performed rather well in 2013 and the economic outlook remains favourable. However, its institutional framework has weakened further and the president can now be re-elected and be elected for more than two times.