RaboResearch - Economisch Onderzoek

Economisch Kwartaalbericht

The Netherlands: Economy caught in austerity trap (Engelstalig)

continued focus on Brussels’ 3% of GDP deficit ceiling will again prevent the Dutch economy from growing in 2014. It would be better if the cabinet accelerated structural reforms instead of carrying out additional spending cuts.

Economisch Kwartaalbericht

United Kingdom: Has the recovery finally arrived? (Engelstalig)

There are some signs that the UK recovery is gathering momentum. But the growth outlook remains very much dependent on the external economic envi-ronment. A re-escalation of the euro crisis can throw a spanner in the works. This is the translation of a part from the Dutch version of the Economic Quarterly.

Economisch Kwartaalbericht

China: Disappointing growth not necessarily bad (Engelstalig)

Contrary to earlier expectations, China’s economic growth slowed slightly. This was not necessarily bad news, as the growth rate remained between 7.5%-8%, whereas significantly stronger or weaker growth would currently both be undesirable. This is the translation from the Dutch version of the Economic Quarterly -

Economisch Kwartaalbericht

Economisch Kwartaalbericht juni 2013

Wereldwijd hebben beleidsmakers de monetaire sluizen de afgelopen maanden verder opengedraaid. Ook qua begrotingsbeleid lijkt er een iets andere wind te gaan waaien.

Landenrapport

Country Report Egypt (Engelstalig)

The political stalemate in Egypt pushes the downtrodden economy further into the abyss. However, Egypt is expected to muddle through until the elections, but the downside risks are high.

Landenrapport

Country Report Nicaragua (Engelstalig)

Nicaragua has a weak political and economic structure, as well as a low standard of living. Economic growth has been quite strong in recent years. Nicaragua’s heavy reliance on support Venezuela is a big vulnerability.

Landenrapport

Country Report Suriname (Engelstalig)

The Surinam economy has grown relatively rapidly recently. The country has a current account surplus and government debt is low at 20% of GDP. Shortcomings are weak external relations, weak institutions and a narrow economic base.

Landenrapport

Country Report Mexico (Engelstalig)

Important sectors of the Mexican economy are characterized by a low level of competition. Positive in this respect is that new President Peña Nieto intends to reform these markets with the help of the opposition.

Landenrapport

Country Report Peru (Engelstalig)

Investment in large mining projects is likely to continue in Peru, although an escalation in the conflict with local communities could hurt the investment climate. A U-turn in his energy policies has dented the popularity of President Humala.

Landenrapport

Country Report Botswana (Engelstalig)

Botswana’s economy remains largely dependent on diamond mining. As a result of weak external demand for diamonds, economic growth has slowed down last year. The fiscal position improved substantially and the budget is now recording a small surplus.

Landenrapport

Country Report Tunisia (Engelstalig)

Political polarization and an upsurge in radicalization make stability maintenance a challenge for Tunisia, while its realization is essential for a recovery of the economy and for restoring the increasing external and fiscal imbalances.

Landenrapport

Country Report Angola (Engelstalig)

Angola is an oil-rich country and Africa’s second largest oil exporter. Angola’s economic growth is highly dependent on oil price developments and a declining international oil price will therefore remain a cause of concern.

Landenrapport

Country Report Colombia (Engelstalig)

Peace talks between the FARC and the government are likely to be protracted, but could boost the reputation of Colombia and the energy sector. Meanwhile, an important tax reform could reduce the high income inequality and labour informality.