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629 (41-50)
Date
Title
Link
No.
Periodical
Topic
Analyst
Region
Thematic
Teaser
May 8, 2019
41
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 6, 2019
42
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
44
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
47
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
48
Region:
Soft and hard EU(ro)sceptic as well as anti-establishment parties could account for one-quarter up to one-third of the seats in the next EP, according to our updated poll-based projections. We have doubts about whether Eurosceptic and nationalistic groups in the EP will be able to overcome their previous discrepancies and build a significantly more united bloc. However, even without a joint agenda, Eurosceptics could make coalition building (as on the national level) much more complex and increasingly split the next EP into two camps. [more]
April 11, 2019
49
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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