RaboResearch - Economisch Onderzoek

Economisch Kwartaalbericht

A slightly better outlook (Engelstalig)

The Dutch economy remained in recession in the second quarter of 2013. We expect export growth to pick up in the coming quarters. However, low domestic spending will hold economic recovery back

Column

Scorebordjournalistiek

"Ongenuanceerde vorm van sportjournalistiek, waarbij alleen naar de uiteindelijke (hoge) uitslag wordt gekeken en niet naar het vertoonde spel en de feitelijke krachtsverhoudingen tijdens de wedstrijd" Encyclo, Online Encyclopedie

Themabericht

Consumptie is de achilleshiel van de Nederlandse economie

De particuliere consumptie had de afgelopen jaren een groot aandeel in de tegenvallende economische activiteit. De belangrijkste verklaring voor de consumptiedaling is een afname van het reëel beschikbaar inkomen.

Economisch commentaar

Lichtpuntjes voor de Nederlandse economie schijnen nog zwak

Hogere economische groei en betere vooruitzichten in belangrijke handelspartners kunnen de Nederlandse economie via het exportkanaal een steun in de rug geven. De recessie duurde in het derde kwartaal echter waarschijnlijk nog voort.

Landenrapport

Country Report India (Engelstalig)

The market anticipation of Fed QE tapering has sent the Indian rupee to record lows. However, India is not a blameless victim. It struggles with fundamental issues constraining economic growth, large twin deficits and a declining investor confidence on the back of inadequate economic reforms.

Landenrapport

Country Report Ghana (Engelstalig)

Ghana sees robust economic growth on the back of the nascent oil sector, but the lack of fiscal discipline raises concerns about future debt sustainability and increasing vulnerabilities.

Landenrapport

Country Report South Korea (Engelstalig)

Supported by government measures, real GDP growth in South Korea has been accelerating. Meanwhile, tensions with North Korea have eased, for now. South Korea’s banking sector remains vulnerable to external liquidity risks and rising household debt.

Landenrapport

Country Report Kenya (Engelstalig)

Peaceful elections in 2013 restored confidence in Kenya’s political stability to some extent and bode well for economic development, while the large twin deficits remain a matter of concern.

Landenrapport

Country Report Turkey (Engelstalig)

Turkey’s large current account deficit and its small stock of foreign reserves make it vulnerable to the effects of tapering by the US Federal Reserve. Meanwhile, there have also been several important political developments.

Landenrapport

Country Report Sri Lanka (Engelstalig)

Although economic growth in Sri Lanka slowed down last year, elevated inflation remains a concern. While both the budget deficit and the current account deficit declined slightly in 2012, both deficits remain large.

Landenrapport

Country Report Mongolia (Engelstalig)

Mongolia’s economy slowed in 2012 on the back of lower demand from China and slowing FDI inflows. The government has implemented policies to support growth. A more cooperative stance towards foreign investors should help to regain their confidence.

Themabericht

The Turkish 2000-01 banking crisis (Engelstalig)

Turkey experienced a severe banking crisis during 2000 and 2001. The crisis had a major impact on banking supervision and regulation, as both were extensively strengthened.