RaboResearch - Economisch Onderzoek

Themabericht

United States: Biden's challenges (Engelstalig)

Under a Biden administration foreign and trade policy will remain focused on meeting the challenge of China as the main rival of the US. However, the fiscal policy plans of the Democrats are likely to be stopped by the Republicans in the Senate.

Themabericht

Going down: Revising our economic forecasts for India (Engelstalig)

We have revised our economic forecasts for the Indian economy downward to -10.6% for fiscal 2020/21 and expect the economy to grow by 8.9% in fiscal 2021/22. The main reason for the revision is that monthly economic data show that the pace of recovery is much slower than anticipated.

Themabericht

India’s worrying inflation dynamics (Engelstalig)

Inflation in India has been stubbornly high. Although we expect inflation to come down, we believe the downward trajectory will be short-lived. Against this backdrop, the Reserve Bank of India is probably reluctant to cut its policy rates.