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Search resuls for: "Stefanie Holtze"


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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCIO: China will over-deliver on fiscal stimulus expectations as it faces 'Whatever It Takes' momentStefanie Holtze-Jen of Deutsche Bank Private Bank remains constructive on China assets over the medium to long term, as sentiment and positioning are now primed for a pick-up.
Persons: Stefanie Holtze, Jen Organizations: Deutsche Bank Private Bank Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. Fed could cut rates twice this year: Deutsche Bank Private BankStefanie Holtze-Jen, Deutsche Bank Private Bank's chief investment officer for Asia-Pacific, discusses the outlook for the U.S. Federal Reserve's monetary policy.
Persons: Deutsche Bank Private Bank Stefanie Holtze, Jen Organizations: U.S, Deutsche Bank Private Bank, Deutsche Bank Private, U.S . Federal Locations: Asia, Pacific, U.S .
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhether BOJ moves in March or April doesn't shift the investment opportunity in JapanStefanie Holtze-Jen of Deutsche Bank Private Bank says that in the medium or longer term, it doesn't matter "too much" whether the Bank of Japan chooses to raise interest rates in March or April as the move is "well anticipated" and "not a very big move" in absolute figures.
Persons: Japan Stefanie Holtze, Jen Organizations: Deutsche Bank Private Bank, Bank of Japan Locations: Japan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestor sentiment towards China is 'almost' at an inflection point: Deutsche BankStefanie Holtze-Jen of Deutsche Bank Private Bank discusses how she views investing in the China at the moment, adding investors have a "very balanced" outlook for China's equity market.
Persons: Deutsche Bank Stefanie Holtze, Jen Organizations: Deutsche Bank, Deutsche Bank Private Bank Locations: China
The dollar is 'between two forces,' Deutsche Bank says
  + stars: | 2024-01-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe dollar is 'between two forces,' Deutsche Bank saysStefanie Holtze-Jen, Deutsche Bank Private Bank's chief investment officer for Asia-Pacific, discusses how interest rate cuts from the U.S. Federal Reserve and the "two hot wars" might affect the currency.
Persons: Stefanie Holtze, Jen Organizations: Deutsche Bank, Deutsche Bank Private, U.S . Federal Reserve Locations: Asia, Pacific
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailChina is on the right path but it isn't the right time to invest there yet: Deutsche BankStefanie Holtze-Jen of Deutsche Bank Private Bank says that China is "marching in the right direction" but momentum will only pick up when foreign investors are convinced that the market has bottomed out.
Persons: Deutsche Bank Stefanie Holtze, Jen Organizations: China, Deutsche Bank, Deutsche Bank Private Bank Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're still optimistic about China for the medium to long term, says Deutsche BankStefanie Holtze-Jen of the bank says China is facing an uneven recovery, but there are parts of the economy that will be "very much supported," especially on the consumer side.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe remain constructive on China in the medium term, says Deutsche BankStefanie Holtze-Jen of the investment bank says China's travel recovery is coming from more than just pent-up demand from the pandemic.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAsia is still the 'best place to be' when it comes to investment opportunities, Deutsche Bank saysStefanie Holtze-Jen, chief investment officer at Deutsche Bank, explains why it's overweight on Asia.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEnd of U.S. dollar strength will benefit emerging markets, says Deutsche BankStefanie Holtze-Jen of the bank says "just to pick one out would be unfair" as it's something that will benefit emerging markets as a whole.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe scrutinize 'every single little news' for hints about China's reopening: Deutsche BankStefanie Holtze-Jen of the investment bank says she doesn't think China will reopen that soon, but "the market seems to think if there's smoke, there must be fire."
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