1. Research
  2. Global Search

Documentlist

821 (151-160)
December 4, 2019
151
Many ‘decade ahead’ predictions prove unreliable. And we admit this special edition of Konzept cannot be a perfect crystal ball. Regardless, we present 24 contrarian ideas for how the 2020s may evolve because we believe it is best to be prepared for the unexpected themes that may arise over the coming decade. After all, if the 2010s have taught us anything it is that the trends of the prior decade are no guide for the decade to come. [more]
December 4, 2019
152
Yi Xiong, China Economist, sets out how the Chinese economy has been driven by a key theme in each of the last two decades: exports and then public investment. The next decade is set to be the consumption decade. The latent spending potential, particularly in retiring Chinese will continue to drive growth. [more]
December 3, 2019
153
The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. Peter Hooper, Global Head of Economic Research, shares his insights. [more]
December 3, 2019
154
A decade from now, a family are going through their morning routine. Breakfast has just been delivered from the dark kitchen around the corner, the ironed clothes are due in ten minutes.
Take a look at our imagine2030 konzept special edition and find out how our research colleagues imagine the decade ahead. [more]
December 3, 2019
Analyst:
156
The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. [more]
December 3, 2019
157
The Chinese economy has been driven by a key theme in each of the last few decades. Exports was the theme for the 2000s, to begin with a WTO outsider and grew to become the world's biggest exporter. Public investment was the theme for the 2010s. Today, China owns two-thirds of the world's high speed railways by length. 2020-2030 is set to be the consumption decade. [more]
November 25, 2019
Region:
159
Passenger numbers at German airports recently fell for the first time since December 2017. The decline is largely due to economic reasons, such as the cyclical slowdown and lower supply due to airline bankruptcies. Air travel is increasingly coming into the focus of climate-policy regulation. Traffic at regional airports may be hit most. In contrast, large airports are likely to see passenger numbers increase further. “Flight shame” looks set to remain a niche phenomenon. [more]
November 21, 2019
Region:
160
In the lending and deposit-taking business with retail customers, there are substantial differences between the federal states. 30 years after the fall of the Berlin Wall, per capita loan volumes in east Germany are significantly lower than in the west. The latter, in turn, is characterised by a certain north-south divide. Savings banks have a market share of 25-35% throughout the country, whereas cooperative banks have a much stronger presence in the south and west than in the east and north. The large banks achieve an above-average market share of 20-25% in the city states and east Germany. The spread between the federal states is smaller for deposit volumes than for credit volumes. Primarily the savings banks, cooperative banks and other commercial banks have to cope with a considerable deposit overhang and thus an "investment plight" in the negative interest rate environment. In east Germany, the deposit overhang is particularly large. Due to digitisation, changes to the established regional focuses might now be possible. [more]
12.1.0