RaboResearch - Economisch Onderzoek

Themabericht

Hong Kong’s airport’s closure and its meaning (Engelstalig)

The recent HKIA occupation has already hit Hong Kong’s economy and its global reputation; any repeat would be exponentially more damaging. Yet if such action were to trigger a crackdown from China the potential risks would be far larger than just to Hong Kong’s GDP or its reputation.

Special

US-China trade war: no turning back (Engelstalig)

The recent announcement from the US to further up the ante in the trade dispute with China clearly marks a new escalation in the trade war. If one takes China’s recent response into account, it’s hard to see either side trying to ease tensions at this stage.

Economisch commentaar

China: Stimulus prevents further slowdown in growth (Engelstalig)

The lower GDP growth in the second quarter is in line with our expectations of a gradual economic slowdown. On the back of more government stimulus, June headed towards a slight recovery on several fronts. The question is not if, but when (trade) tensions with the US will flare up again.