MACRO AND MARKETS

While holding the G20 presidency India became both the world’s most populous country and fastest- growing major economy. The Asian superpower is also pushing other boundaries with the Chandrayaan-3 moon landing – only the fourth country to manage this. flow’s Clarissa Dann provides an update on India’s upward growth trajectory and what this means for trade and services 

Growing non-oil revenues and deploying oil wealth for infrastructure investment around the world has been part of the Gulf Cooperation Council countries' strategy in the Middle East for some years. flow's Clarissa Dann reports on the new opportunities for investors and lenders

As China’s Year of the Dragon progresses, its bounce-back following overseas investor nervousness is creating opportunities for corporate banking services. flow examines trade corridors, the turning of the tide in foreign direct investment (FDI), and an agile FX solution as Western economies’ monetary policy gives the RMB (Renminbi) a chance to shine

The global economy has now reached a “decisive moment” Chief Economist David Folkerts-Landau writes in the latest House View from Deutsche Bank Research. flow’s Desirée Buchholz summarises the three key risks the team has identified – and explores what could be a new source of growth

In April 2022, Deutsche Bank Research made headlines by reporting that central banks’ battle to rein back inflation at the expense of global growth would precipitate recession in 2023. As 2022 draws to a close, the team reconfirm the economic storm clouds while highlighting their silver linings. flow’s Clarissa Dann reports

Germany’s Social Democratic Party (SPD) and its leader Olaf Scholz was the winner of last month’s federal election. Yet he is not yet confirmed as successor to outgoing Chancellor Angel Merkel, while the new government could comprise a three-party coalition with major ideological differences, reports flow’s Graham Buck

Production shortfalls, political wrangling, safety concerns and vaccine hesitancy have created barriers on the road to normalcy, but the overall roll-out of injections is nonetheless advancing steadily, report flow’s Graham Buck and Clarissa Dann

The just-published 14^th Five-Year Plan is less concerned with growth targets than going it alone and making China self-reliant on goods such as computer chips, report flow’s Graham Buck and Janet Du Chenne

Although the 2020 US Election results indicate a Biden/Harris victory, the path to the White House is less than straightforward. flow´s Clarissa Dann takes a look at the next steps, and how the results have impacted the economy, markets and central bank

flow talks to KfW’s Ingrid Hengster, who provides insights into the development bank’s partnership with the Germany government and commercial banking sector to support German businesses

As India grapples with Covid-19, how ready will the country be to achieve its potential once the pandemic is over? Clarissa Dann reviews its post-independence growth and measures taken to improve the ease of doing business

With elections looming in many key economies next year, and a hawkish year from central banks in the face of inflation, how is the 2024 economic landscape shaping up? Drawing on insights from Deutsche Bank Research flow reports on a delicate balance between recession and growth – with regional nuances

Ethereum, the second largest cryptocurrency in terms of market cap has shifted to a “proof-of-stake” consensus mechanism, with key implications for energy use, network security – and the crypto landscape. Drawing on Deutsche Bank Research, flow’s Clarissa Dann takes a closer look

Over the past 44 years, China has emerged as a global economic superpower. flow’s Clarissa Dann explores its growth trajectory, and reflects on how Deutsche Bank’s own history in the region has come of age in corporate banking

The recent surge in energy prices raises big questions: will Europe be able to secure its energy supply on the back of reduced investments in fossil fuels and ongoing geopolitical conflicts? And how can corporates best prepare for a prolonged period of elevated energy prices? flow’s Desirée Buchholz reports

To achieve its economic potential, should Europe move away from its ‘taking part is everything’ stance and compete to win? Deutsche Bank’s Stefan Hoops considers who holds the chips

The persistence of the pandemic has delayed what promises to be a strong rebound in growth, while Chancellor Merkel’s departure casts uncertainty over the election in September and the country’s future role in the EU, reports flow's Graham Buck

Having warded off the pandemic’s full impact, the world’s second-largest economy can focus on achieving technological self-sufficiency and developing its central bank digital currency, reports flow’s Graham Buck

As lockdown continues into Q2, unemployment escalates in all regions. What does this mean for economic recovery? Clarissa Dann reports on the balance between profit and GDP tomorrow versus survival today

In the latest Asia Corporate Newsletter, Deutsche Bank Research notes that the US banking crisis has lent strength to global economic headwinds, but Asia is well positioned to withstand the buffeting, with China’s reopened economy as a key driver. flow provides a summary of the report’s insights

Federal Reserve chair Jerome Powell plans to start tapering off its asset purchase policy as the US economy recovers. But to what extent is the Delta variant of Covid-19 undermining this strategy? flow’s Graham Buck reports

Indonesia’s Omnibus Law seeks to boost foreign investment, jobs, and trade. flow examines its background and the opportunities this could bring as the country recovers from Covid-19 economic shock

Despite some late nips and tucks to ensure its safe passage, President Biden’s US$1.9trn American Rescue Bill is an ambitious package whose remit goes beyond reviving the US economy post-Covid-19. flow’s Graham Buck and Clarissa Dann examine what this means for US GDP growth

How much “support” should central banks give Covid-19 stricken economies? With the focus on fiscal responses, what tools remain in the monetary policy armoury? flow´s Clarissa Dann reviews Deutsche Bank Research insights

Covid-19 has changed the way investors view ESG, focusing more on performance than altruistic merit. flow’s Janet Du Chenne analyses Deutsche Bank research on what investors look for and the trends that are shaping the tools for predicting return

With the Federal Reserve skipping a rate hike at the June 2023 FOMC meeting following the most aggressive round of tightening since Paul Volcker, maintaining the balance between taming inflation and averting recession continues to be the central macro focus for markets, reflect Deutsche Bank Research economists

The presumption that Bitcoin and its peers offer a hedge against inflation has been debunked by recent sharp falls. The plunge extended to stablecoins, which are supposedly far less volatile. flow summarises Deutsche Bank Research analysis on crypto perception and reality

As inflation moves upwards, central banks continue to assert that the increase is transitory. Yet a return to “uncomfortable levels” is a very real prospect as the US economy undergoes its biggest shift of direction in four decades and others follow its lead, reports flow’s Graham Buck

Once post-Covid economic growth accelerates, will inflation spiral out of control? flow’s Graham Buck examines current measures and past performances for indicators

As economies move along their pandemic exit trajectories, and the cost of economic stimulus raises the spectre of galloping inflation, flow's Clarissa Dann reviews Deutsche Bank Research analysis on whether this scenario is likely given the current central bank grip on markets

With the US Election result too close to call after a record turn-out by the American people, all eyes are on how its electoral system arrives at choosing a leader and the components of its Congress. flow´s Clarissa Dann explores the economic impact of four potential outcomes

With light at the end of the Covid-19 tunnel nearer for some regions than others, flow’s Clarissa Dann examines the pandemic’s economic impact and responses as households and firms plan for the eventual recovery

After a prolonged bout of austerity, Greece was on track for an economic comeback before Covid-19. flow’s Graham Buck asks whether the pandemic has derailed the recovery, or merely delayed it

With a potential five-year trek back to near-normal economic health, the Deutsche Bank Research new World Outlook report has revised upwards projections of three months ago – but much is contingent on good news in 2021 about a vaccine. flow ’s Graham Buck and Clarissa Dann report

Caught in the slipstream, or powering ahead? Dr Rebecca Harding examines ASEAN’s trade momentum in the context of wider geopolitical disruption

The global Covid-19 crisis response during transition from lockdown to gradual reopening is at a critical juncture. Clarissa Dann summarises recent Deutsche Bank research and analysis

Balance sheets and bottom lines are vital tools, but do they show a company’s biggest risks? Elizabeth Pfeuti reports on how Covid-19 has forced the C-suite to pay more attention to environmental, social and governance themes, so their businesses can survive

Covid-19 has inflicted the greatest change upon the global population since World War II and highlighted the importance of wellbeing. Michael Morley tells flow how an informed approach to employee wellness could play a meaningful role in a sustainable recovery

The new global language for financial communications is a work in progress. In this article for The Asian Banker, Nancy So assesses how the region’s banks measure up