RaboResearch - Economisch Onderzoek

Conjunctuurbeeld

Conjunctuurbeelden eurozone

De groeicijfers van het tweede kwartaal van 2013 laten een gemengd beeld zien. Zo presteerde de Duitse economie goed, maar bleven Spanje en Italië in recessie. Onze Conjunctuurbeelden in één overzicht.

Conjunctuurbeeld

India: Battered but not beaten (Engelstalig)

Tapering talk has sent the Indian rupee to record lows, but India is not a blameless victim. It struggles with fundamental issues constraining economic growth, large twin deficits and declining investor confidence on the back of inadequate reforms.

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.

Conjunctuurbeeld

India: Weak recovery after disappointing year (Engelstalig)

In 2012-13, growth in India fell to the lowest rate in a decade. We expect a modest recovery going forward. A favorable monsoon is likely to boost growth somewhat, but the current account deficit constrains the room to apply (further) stimulus.

Conjunctuurbeeld

Economic Update India (Engelstalig)

India's Central Statistical Office government is now expecting GDP growth in Financial Year 2012/13 to come in at only 5% y-o-y. We expect the economy to recover somewhat this year. Economic growth is thus likely to strengthen to 6-6.5%.

Landenrapport

Country Report India (Engelstalig)

Economic growth is India is slowing to the lower end of the 5-6% range. Decisive government action could give a boost to growth, but with elections scheduled for 2014 there seems little room.