RaboResearch - Economisch Onderzoek

Themabericht

The downsides of India’s oil addiction (Engelstalig)

The oil market is going through a rocky period. Large net oil importing emerging markets, such as India, are vulnerable, but exactly how vulnerable? In this column we show the economic impact in case of a mild and severe oil price shock.

Special

India: getting inside the head of the RBI (Engelstalig)

We have developed a two-equation model to forecast India’s interest rate and inflation. Going forward, we expect that both variables will follow an upward trajectory. In our lower bound forecasts, we are even more hawkish than the repo forecasts from a Bloomberg survey among 46 economists.