ING: România funcționează ca o economie cu un singur motor – investițiile

Romania's economy is currently driven solely by investments, with consumption, industry, and exports under pressure, according to ING analysts. They maintain a forecast of a 0.5% contraction in 2026, with risks skewed downward. The GDP stagnated in Q2, showing a 0.4% contraction year-on-year. While investments grew by 16.5%, household consumption fell by 3.1%, negatively impacting GDP growth. Construction showed resilience, contributing positively, but other sectors like trade and industry faced declines. Retail sales dropped significantly, marking the largest annual decrease in the EU. ING anticipates gradual economic improvement in the latter half of the year, but a delayed recovery in demand may hinder significant changes for 2026. They expect a return to growth at 2.2% in 2027 if investment levels are maintained and political uncertainties do not escalate.