Germany Country Risk Key Analysis

Domestic Growth Drivers To Improve

German domestic demand will recover from a poor Q413 in early 2014, despite weaker external demand from emerging markets. We maintain our above-consensus real GDP growth forecast of 1.9% for this...

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Regional Equity Strategy

We are up 1.5% on our bullish Spanish small caps view since it was entered in our asset class strategy on January 9 (played through the IBEXS index), and see potential for further gains over the next...

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The Shifting Shape Of Growth

BMI View: The German economy is experiencing a structural shift away from exports to private consumption as a key driver of growth. This will play out over several years, and given the size and...

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