RaboResearch - Economisch Onderzoek

Landenrapport

Country Report Russia (Engelstalig)

The Russian economy has fallen into a recession this year. A fiscal stimulus package to boost economic growth was announced in May, but we do not expect any short-term results. To gain more influence in the CIS region, Russia has resorted to strong-arm tactics.

Landenrapport

Country Report Egypt (Engelstalig)

The ouster of president Morsi placed Egypt on a new political transition trajectory – unfortunately, not a more democratic one. Generous assistance from the GCC countries gives Egypt financial breathing space, but economic perspectives remain bleak due to unaddressed structural problems.

Landenrapport

Country Report Qatar (Engelstalig)

While the era of double digit economic growth is over, Qatar’s economy is likely to expand by a still robust 5-6% in 2013. Qatar has built a reputation as an international peace broker, but its foreign policy entered choppy waters this year. Fixing this will be one of the challenges for the new emir, Sheikh Tamim.

Landenrapport

Country Report Mexico (Engelstalig)

When President Peña Nieto took office in December last year, he promised to deliver growth. The current figures are however disappointing, but, if his reform proposals will be proved in the coming months, Mexico’s outlook will definitely improve.

Column

Maak het politici gemakkelijker

Het laatste in de reeks politieke akkoorden van dit jaar heeft er in ieder geval voor gezorgd dat we in 2014 een begroting hebben die enigszins voldoet aan de wensen van Brussel. Ook is duidelijk geworden dat de politieke instabiliteit een op de lange termijn gericht economisch beleid nu al jaren gijzelt.

Landenrapport

Country Report Peru (Engelstalig)

The popularity of Peru’s President Ollanta Humala has fallen strongly in the past year, though he remains more popular than his predecessors three years into their presidency. Meanwhile, Congress has recently implemented an important fiscal reform.

Landenrapport

Country Report Saudi Arabia (Engelstalig)

Saudi Arabia’s economic growth is estimated to slow in 2013, but will pick up in 2014. Concerns about succession risks have diminished this year.

Themabericht

Nieuwbouw en prijsvorming

Uit dit onderzoek blijkt dat een stijging in de nieuwbouwproductie een negatief effect heeft op de prijs van bestaande koopwoningen. Doordat het nieuwbouwvolume daalt, zal dat bijdragen aan prijsstabilisatie

Landenrapport

Country Report Argentina (Engelstalig)

As her party is unlikely to obtain a two-thirds majority at the congressional elections of late October, Cristina Kirchner is becoming a lame-duck president. Meanwhile, foreign exchange reserves levels continue to decline.

Column

Geld speelt (g)een rol

Geld: wat is het, waar komt het vandaan, waaraan ontleent het zijn waarde, wat gebeurt er als het zijn waarde verliest en waar verdwijnt het?

Landenrapport

Country Report Panama (Engelstalig)

Economic growth in Panama is strong due to large infrastructure projects. Whether these projects will boost growth structurally, to an extent that it will outweigh the loss of short-term infrastructural investment-driven growth, remains to be seen.