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Chinas consumer decade

December 3, 2019
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]

More documents contained in "dbInSights - public"

37 (21-32)
September 11, 2020
Analyst:
22
The exponential growth of the digital economy is going to leave large chunks of minorities with little or no access to jobs. We conduct a bottom up societal study and it shows that 76% of Blacks and 62% of Hispanics could get shut out or be under-prepared for 86% of jobs in the US by 2045. If this digital racial gap is not addressed, in one generation alone, digitization could render the country’s minorities into an unemployment abyss. [more]
August 11, 2020
23
Whichever way the cloud and other technologies influence banking, they are unlikely to increase the use of pieces of paper or metal as a means of payment. In fact, the existing trend towards cashless and contactless payments has been given big push by the Corona crisis, with many avoiding cash for fear of contagion. But how will this develop long term, and is cash really dead? Our economist Marion Labouré from Deutsche Bank Research discusses these questions and their significance in this video. [more]
December 10, 2019
24
Looking back on the decade just gone, the biggest developments in politics has been a backlash against: globalisation and immigration. Also, we have seen the rise of movements seeking to reassert the primacy of the nation state. Although these trends were not anticipated a decade ago, the signs were clearly there. [more]
December 3, 2019
26
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]
September 18, 2019
30
Addressing climate change can be profitable: companies that received positive press on climate change outperformed the MSCI World index by an average of 1.4 percentage points over the last 12 months. To analyse the stock impact, Deutsche Bank Research programmed our artificial intelligence platform, α-DIG, to map company stock prices after reading the five million pages of company announcements released by the 1,600 MSCI World companies over the last two decades, along with every Dow Jones news article written over the period (something that would take a human over a century to complete!) [more]
March 26, 2019
32
In the competition for global leadership in technologies like artificial intelligence, most observers see a two-horse race – between China and the United States. But what about Europe? Can it ever catch up to the galloping favorites? It won’t be easy. The digital economy in the United States has big advantages: a large domestic market, a risk-taking investment culture, and plenty of innovative companies and world-class universities. US tech giants were first-movers out of the gates, and used the network effects of the platform economy to dominate not only the US, but many other markets worldwide. [more]
22.2.0