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Video: Emerging Markets Outlook 2022

December 20, 2021

Video: Emerging Markets Outlook 2022

Region:
International
dbInSights - public
Analyst:
Sameer Goel
Watch video PDF 217k
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"

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Q&A with Rob Sanders

April 1, 2022
Region:
International
Analyst:
Rob Sanders
Q&A with
146
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]

Q&A with Jaime Rowbotham

March 29, 2022
Region:
International
Analyst:
Jaime Rowbotham
Q&A with
148
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]

Q&A with Tim Rokossa

March 25, 2022
Region:
International
Analyst:
Tim Rokossa
Q&A with
149
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]

New Podcast: The Fed’s many challenges

March 11, 2022
Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti
Thematic Research
151
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [more]

The Fed’s many challenges

March 11, 2022
Region:
International
Analyst:
Matthew Barnard, Matthew Luzzetti
Podzept (Podcast series)
152
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [more]
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