Analysts by first name - Deutsche Bank Research

November 16, 2020

The fundamental right to connectivity

Analyst:

The pandemic has shown how the ‘haves’ are more resilient than the ‘have-nots’. Much of this is based on the gap between the two groups based on their access to technology. The divide in the US runs deepest along race and location (urban versus rural). To narrow this gap, we lay out our vision to develop an initiative that covers the more than half of households without proper broadband connection and a computer. [more]

September 30, 2020

America's Racial Gap & Big Tech's Closing Window

Analyst:

Apjit Walia, Paul Trussell

Podzept (Podcast series)

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]

July 28, 2020

The $3.5 Trillion Tech Cold War Fallout

Analyst:

Apjit Walia, Matthew Barnard

Podzept (Podcast series)

The US-China Tech Cold War remains one of the biggest tail risks of the current market rally. We have conducted a top-down analysis to quantify the impact of a complete decoupling. Our study on stock price correlations with the DB Tech Cold War Index yields a surprising and counter-intuitive finding, Semiconductors. Listen to a new podcast with Apjit Walia Tech Strategist and Matthew Barnard, Head of Company Research US. [more]