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611 (21-30)
Date
Title
Link
No.
Periodical
Topic
Analyst
Region
Thematic
Teaser
May 13, 2019
21
Analyst:
Region:
The German logistics sector has continued to increase its overall turnover, despite the industrial recession. Logistics, one of the biggest sectors in Germany, seems to have decoupled from the industry to some extent. This is quite unusual. However, revenue growth in the logistics sector is supported by several developments: the boom in construction, a larger number of smaller deliveries due to the uptrend in e-commerce, the growing importance of value-added services and price effects. Nevertheless, the industrial recession is likely to have an impact on the logistics sector in the first half of 2019. We expect nominal revenues in the sector to stag-nate or even decline during the first half of 2019. [more]
May 8, 2019
22
Thematic:
China's USD 12-trillion stock market is a vast and complicated panoply of different share types across a wide variety of markets, exchanges and share classes. With the rising role of A-shares amongst international emerging markets (EM) indices, understanding the market dynamics of China's equity markets will be increasingly critical, as Chinese equities are set to become an increasing proportion of the global opportunity set, driven by their increasing role in EM equities. Deutsche Bank’s research team looks at the distinguishing features of China's onshore and offshore markets. [more]
May 8, 2019
23
China's USD 12-trillion stock market is a vast and complicated panoply of different share types across a wide variety of markets, exchanges and share classes. With the rising role of A-shares amongst international emerging markets indices, understanding the market dynamics of China's equity markets will be increasingly critical. Listen to Will Stephens, Head of Asia Synthetic Equity and Derivatives Research and co-head of Asia Pacific Equity Strategy. [more]
May 6, 2019
24
Region:
The May European Parliament elections could see Germany's conservative CDU/CSU and Social Democrats lose a substantial share of votes compared to the last round in 2014, whereas the Greens could overtake the SPD and become the second strongest party. Compared to European peers, the appeal of the far-right AfD to German voters remains far more limited. Still, the AfD could expand its share and rank fourth, followed by the Liberals and the far-left Leftist party. Shifts of voters' support between centrist parties will not have a substantial impact on Germany's generally pro-European stance. However, these parties still represent different views on the future of the EU, e.g. regarding further EMU deepening. [more]
May 1, 2019
26
The Indian consumer sector has been a stock market darling, outperforming the Sensex by over 25 percentage points over the last two years. What are the megatrends to drive growth in the next five years? Listen to Mihir Shah, Analyst on the Consumer Staples team in India, discuss his findings. [more]
April 18, 2019
29
Region:
Not least because they fear that the trend towards electromobility may cause losses in value added and job cuts in Germany, policymakers are debating subsidies for national battery cell production. From a regulatory perspective, supporting local manufacturing would be dubious and comes with high economic risks. On princi-ple, German automakers ought to be better judges than policymakers, both with regard to the indispensability of battery cell manufacturing in Germany and its long-term profitability. The state is not needed, at least not as a source of subsidies. [more]
April 11, 2019
30
This edition reviews recent market moves and outlines Deutsche Bank Research's key views going forward. Read on for our recap of the global macro outlook, key recent/upcoming political developments (Brexit, trade war, EU politics etc.) and major risks in 2019. Also, find our views on the Fed, the ECB, and all major asset classes. [more]
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