Economisch commentaar
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Het begrotingstekort komt dit en volgend jaar onder de Europese 3%-tekortnorm uit. Hoewel Nederland voor 2013 waarschijnlijk respijt krijgt, zijn in 2014 aanvullende bezuinigingen noodzakelijk.
RaboResearch - Economisch Onderzoek
22 Publicaties
Economisch commentaar
UK: Osborne loses his cherished AAA (Engelstalig)
Moody’s decision to downgrade the UK’s government bond rating should not come as a surprise to investors. That said, the lower rating is a huge blow for Mr. Osborne since his austerity plan was partly based on maintaining the AAA-rating of the UK.
Economisch commentaar
Duitsland: slecht uiteinde, sterk begin
De Duitse economie is in het vierde kwartaal van 2012 met 0,6% gekrompen door een forse teruggang in de buitenlandse vraag naar Duitse goederen. Stemmingsindicatoren wijzen op een herstel van de economie in 2013.
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.
Landenrapport
Country Report Poland (Engelstalig)
Being hailed as the only EU country without a recession during the 2008/09 global financial crisis, all eyes are on Poland now that the economy is slowing.
Landenrapport
Country Report Bangladesh (Engelstalig)
Bangladesh has posted strong growth in the face of a deteriorating external environment. In 2012, the economy expanded by 6.3% and is expected to grow by around 6% in 2013. Bangladesh remains one of the poorest countries in the world.
Landenrapport
Country Report Paraguay (Engelstalig)
Paraguay’s GDP growth is estimated to increase to around 9.5% in 2013, as conditions have improved markedly recently. Fernando Lugo was impeached last year and interim president Franco will remain in charge until the April 2013 elections.
Landenrapport
Country Report South Korea (Engelstalig)
South Korea’s economic growth has slowed to around 2% in 2012. Presidential elections in 2012 passed smoothly, with Park Guen-hye winning the elections. The situation in North Korea has deteriorated as the regime has performed a third nuclear test.
Landenrapport
Country Report Tanzania (Engelstalig)
Tanzania grew 6.8% in 2012 and expects 7% growth in the coming years. Gas reserves discovery can boost the economy, but high corruption can cause discontent with Tanzanians and donors. Readily available financing accommodates the large twin deficit.
Landenrapport
Country Report Vietnam (Engelstalig)
With improved economic policies the government has been able to stabilize the economy since early 2011. The external liquidity position improved, but remains weak. In case confidence in the economy falters again, improvements could be undone quickly.
Landenrapport
Country Report Costa Rica (Engelstalig)
In 2011 and 2012 the Costa Rican economy grew by 4.2 and 4.9%, respectively. The outlook is rather favorable, we expect the economy to grow by around 4% per year in the coming years. Main risk right now is the financial position of the government.
Economisch commentaar
Eurozone’s growth disappoints in 12Q4
The eurozone GDP contracted by 0.6% q-o-q in the final quarter of 2012. Sentiment indicators suggest the economy will fare better in 13Q1, but we do not expect growth to pick up strongly in 2013 amid severe economic headwinds.
Economisch commentaar
Eurozone’s growth disappoints in 12Q4 (Engelstalig)
The eurozone GDP contracted by 0.6% q-o-q in the final quarter of 2012. Sentiment indicators suggest the economy will fare better in 13Q1, but we do not expect growth to pick up strongly in 2013 amid severe economic headwinds.
Landenrapport
Country Report Hungary (Engelstalig)
Hungary’s economy fell back into recession last year and growth is expected to remain negative in 2013. Its government managed to keep the budget deficit below 3% of GDP, but very high foreign currency-denominated debt remains a major source of risk.
Landenrapport
Country Report Romania (Engelstalig)
Romania’s recovery from the crisis in 2009-2010, when GDP fell by 6.5%, has yet to gain pace. We expect the economy to have grown by a meager 0.2% in 2012. The slow growth is largely caused by the ongoing crisis in the eurozone and slow demand.