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Video: Emerging Markets Outlook 2022

December 20, 2021
Analyst:
The plot for emerging markets thickens further in 2022. Not just the one with Fed ‘dots’, but also the plot around the vaccination roll outs, the zero Covid strategy in China, the normalization of supply chains, and on (geo)politics, among others. There are likely still multiple twists ahead in this tale, and possibly new factors (like Omicron) to deal with. And with all of that, the answer to whether EM can turn around its structural under-allocation from the last several years as it builds back on its appeal of carry/vol and growth. [more]

More documents about "International"

399 (121-132)
April 21, 2022
Analyst:
121
‘Q&A with’ we talk to Nizla Naizer, whose research focuses on the media and online sector. Nizla talked to us about the different sectors she covers, what internet companies think about inflation and online subscription wallets. [more]
April 1, 2022
Analyst:
128
In the next in our series of concise interviews ‘Q&A with...’ we talk to Rob Sanders, Head of European Technology Hardware Research. Rob shares his insights into when he believes chip shortages might end and how rising input prices are affecting the semiconductor sector. [more]
March 29, 2022
130
We continue with our new ‘Q&A with’ – a series of concise interviews with our research analysts shedding light on the issues driving the world of economics and finance. This time we speak with Jaime Rowbotham, European Airlines Analyst who shares his insights. [more]
March 25, 2022
Analyst:
131
We are launching ‘Q&A with’ – a series of concise interviews with our research analysts shedding light on the issues driving the world of economics and finance. We kick off with Tim Rokossa who is the Head of German Research as well as the global coordinator of Deutsche Bank's automotive research product. [more]
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