RaboResearch - Economisch Onderzoek

Economisch Kwartaalbericht

Wereldeconomie vertraagt, Nederlandse economie versnelt

Terwijl de groei van de wereldeconomie dit jaar vertraagt, zal de economische groei in ons land juist iets versnellen. Het Nederlandse BBP groeit dit jaar naar verwachting met 2¼% en deze groei zal in 2016 oplopen naar 2¾%. Onze export en de binnenlandse bestedingen zorgen ervoor dat de groei een brede basis heeft.

Landenrapport

Country Report Poland (Engelstalig)

Poland embarked on a broad-based economic recovery, as growth rose from 1.6% in 2013 to 3.3% last year. Large amounts of CHF-denominated mortgages should not derail the recovery, while upcoming elections are unlikely to lead to major policy changes.

Landenrapport

Country Report Thailand (Engelstalig)

Almost a year after its coup, Thailand’s economic growth only recovers gradually amid lingering uncertainty about the future direction of the country. While the imposition of martial law prevents social unrest, the military works on a new constitution to prepare the country for elections in 2016.

Landenrapport

Country Report Bulgaria (Engelstalig)

Bulgaria’s economic and political situation remains tense, as yet another government stepped down, the local financial system was shaken by organised bank runs, and bilateral relations with Russia soured markedly due to the halt of construction of the South Stream pipeline.

Landenrapport

Country Report Algeria (Engelstalig)

Algeria’s social situation remains stable as President Bouteflika was elected for his fourth term in office. The government presented a new five-year plan that once more aims to diversify the economy away from the hydrocarbon sector.

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 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 Croatia (Engelstalig)

Croatia’s economy is heading for its sixth year of recession, as ongoing deleveraging efforts and structural weaknesses depress growth. Amid worrying public debt dynamics, Croatia’s government increased its fiscal consolidation efforts and adopted some structural reforms.

Landenrapport

Country Report Czech Republic (Engelstalig)

The Czech Republic’s economy is heading for a relatively broad-based recovery, after it emerged from an 18-month recession last year. On the political front, early elections following a major corruption scandal yielded a less eurosceptical cabinet.

Landenrapport

Country Report Serbia (Engelstalig)

Serbia’s newly-elected government promised to embark on a comprehensive structural reform programme as the country’s fiscal situation has deteriorated markedly, but the prospect of faltering economic growth could confront it with considerable social challenges.