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Konzept

Konzept is a research magazine published at regular intervals that addresses the fundamental issues driving the world of economics and finance: it provides a platform for Deutsche Bank analysts to share their findings with clients and the wider world. (Listen also to Podzept, a podcast series that picks up current issues)

19 (11-19)
    
November 25, 2014

Rising and setting suns – Japan's lessons for Germany, China and South Korea

Region:
International
Konzept (Engl.)
Analyst:
David Folkerts-Landau, Stuart Kirk
It is fashionable to say Germany is heading down the path of post-bubble Japan. But what if the Japan to worry about is not the deflationary 1990s but the previous decade when golf club memberships swapped hands for millions of dollars? And just as there is a risk investors fail to apply the lessons of a rising sun to Germany, there is a danger that Japan’s post-bubble era is ignored by China and South Korea. [more]
19
12
14.7.2