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Thematic Research

Excerpts of selected reports as well as fundamental analyses which were originally published on Client Research Portal. 
 
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May 15, 2019

Who pays the tariff?

Region:
International
Thematic Research
Analyst:
Michael Spencer
Who pays when a tariff is imposed on an imported product? Formally, of course, it is the importer that is assessed the tariff. But if the exporter has lowered her price, the tariff-inclusive price may not be higher than the prevailing price before the tariff was introduced. [more]
103
May 8, 2019

De-mystifying the HK / China Index Landscape

Region:
International
Thematic Research
Analyst:
William Stephens
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]
104
April 4, 2019

RMB bond index inclusion and its impact

Region:
International
Thematic Research
Analyst:
Linan Liu
April 1 marked an important milestone for China’s financial markets, as Chinese Yuan-denominated bonds are to be included in the Bloomberg Barclays Global Aggregate Bond Index. According to Bloomberg, the index will include over 360 eligible bonds, with a c.6% weight, making it the fourth-largest currency component in the index, after the USD, the EUR and the JPY, and the inclusion will take place over a 20-month period. [more]
108
March 12, 2019

How to fix European banking… and why it matters

Thematic Research
Analyst:
Jim Reid, Kinner Lakhani, Luke Templeman
The performance of the Eurozone economy is inextricably linked to the health of its banking system. That means the economy will likely stagnate unless European banks can build robust balance sheets, earn a competitive return on equity, and generate adequate capital to support faster growth and innovation. European policymakers must make bold decisions as there are serious doubts as to whether the continent’s banks can compete internationally with US institutions. This paper takes a careful look at the European banking system and suggests a number of remedies to improve the sustainability of its returns for the good of the economy and taxpayers. [more]
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