Commerzbank AG Style guide for Powerpoint presentations

Commerzbank in Asien
Thorsten Heidt | Corporates & Markets | April 2015
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Die Commerzbank ist seit mehr als 50 Jahren in der Region AsienPazifik vertreten!
1961: Eröffnung Filiale Tokyo
1972: Eröffnung Filiale Singapur
1979: Eröffnung Filiale Hong Kong
Beijing
Tianjin
Seoul
1994: Eröffnung Filiale Shanghai
Tokyo
Shanghai
1997: Eröffnung Filiale Peking
Dhaka
Mumbai
Hong Kong
Taipei
2009: Eröffnung Filiale Tanjin
Bangkok
Ho-Chi-Minh-City
2012: Eröffnung Kuala Lumpur TPC
Kuala Lumpur
Singapore
2013: Partnerschaft mit Kasikorn
Bank in Thailand
Branches
Jakarta
Representative offices
Thorsten Heidt | Corporates & Markets | April 2015
2014: Partnerschaft in Indien
2
Commerzbank – Corporates & Markets Aktivitäten in Asien/Pazifik
Beijing
Singapore
FIC
FI, FX and Corporate
Sales
FX Trading
Rates Trading
Credit Trading
EMC
Sales
Commodities Structuring
PM Trading
Coroporate Finance
EMTN Desk
Tianjin
Seoul
Hong Kong
Tokyo
Shanghai
Taipei
Dhaka
Hong Kong
Mumbai
Bangkok
Ho Chi Minh City
Kuala Lumpur
Singapore
Jakarta
Beijing
EMC
Sales
EVF Trading
Flow Trading
FIC
FI Sales
Corporate Sales
Corporate Finance
M&A
DCM Bonds
DCM Loans
Structured Cap. Markets
ECM
Tokyo
Corporate Sales
FX Sales
Corporate Sales
Melbourne
Shanghai
Corporate Sales
EM FX&R Trading
(1) Including
Corporates & Markets / MSB Branches (1)
Representative offices
MSB only branches
Representative Offices
Thorsten Heidt | Corporates & Markets | April 2015
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Commerzbank – Corporates & Markets Asien/Pazifik
Kundenbetreuung in verschiedenen Ländern
Japan
Banks, Central Bank,
Exchange, Insurance Cos,
Asset Mgrs, Margin Brokers,
Corporates
Philippines
South Korea
Thailand
Banks, Central Bank & SWF,
Insurance Cos, Asset Mgrs,
Securities Cos
Banks, Central Bank, Asset
Mgrs
Banks, Central Bank & SWF
Malaysia
China
Banks, Central Bank & SWF
Banks, Central Bank & SWF,
Securities Cos, Corporates
Indonesia
Banks, Central Bank
Singapore / HK
Banks, Private Banks, IFAs,
Family Offices, Central Banks
& SWFs, Insurance Cos, Asset
Mgrs, Securities Cos,
Corporates
Taiwan
India
Banks, Central Bank
Australia & New
Zealand
Banks, Central Bank
Banks, Central Bank,
Insurance Cos, Asset Mgrs
Thorsten Heidt | Corporates & Markets | April 2015
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Corporates & Markets Asia - Awards
Thorsten Heidt | Corporates & Markets | April 2015
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Marktüberblick Asien / Pazifik
Thorsten Heidt | Corporates & Markets | April 2015
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Asien weiterhin die stärkste Wachstumsregion
Sources: Commerzbank, IMF
Thorsten Heidt | Corporates & Markets | April 2015
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Entwicklung Asien 1996-2013
70
60
% share of GDP in Asia, 1996 vs 2013
1996
2013
- China was less
important in 1996
60
50
40
- China
221BC…1911
1946…1-Oct-1949
1953, 1958, 1966,1976
1978,1989, 2001, 2008
29
30
ASEAN 15%
20
12
8
10
6
3
3
2
2
2
2
TH
HK
MY
SG
PH
0
CN
35
30
KR
IN
TW
ID
% share of the stockmarket capitalization in Asia, 2013 vs 1996
29
1996
28
2013
25
ASEAN 17%
20
15
10
9
10
8
5
5
4
3
3
2
TH
PH
0
HK
CN
KR
IN
TW
SG
MY
ID
- Japan
1600-1868
1868-1890
1890-1930
1945-1965
1985 & 1989
1990-2010…
Sources: Bloomberg, Commerzbank Research
Thorsten Heidt | Corporates & Markets | April 2015
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Investment / GDP
50
% investment/GDP
Malaysia+Thailand+Korea
China
45
40
35
30
25
20
1990
50
1995
% 45
2000
2005
2010
80
China 2013
2015
%
India 2013
60
37
40
60
34
40
30
20
11
20
14
8
10
0
0
-9
-20
Investment
PCE
Govt
Net exports
Thorsten Heidt | Corporates & Markets | April 2015 Sources: Bloomberg
PCE
Investment
Govt
Net exports
9
Strukturreformen für Indien und Indonesien
India – inflation moderating…
Thorsten Heidt | Corporates & Markets | April 2015
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Indonesien
Thorsten Heidt | Corporates & Markets | April 2015
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Strukturelle Reformen nötig
India
- “Modinomics” - Gujarat to Dehli
- Lower House majority, 1st since 1984
- Change mindsets & implementation
- Open to greater competition, FDI
Indonesia
- “Jokowinomics” – Solo to Jakarta;
- Clean government; minority in parliament
- 3% fiscal deficit; 60% govt debt to GDP
- Revive investment; choice of cabinet
1) Quell graft
 Transparency
2) Welcome FDI
3) Eliminate inefficiencies
4) Red tape
5) Technocrats in place
6) Yoke into global supply chain
7) Slash subsidies






Thorsten Heidt | Corporates & Markets | April 2015
Ambivalence
Inflation
Red carpet
Functionality
Significance
Infrastructure
12
Geopolitische Risiken
- Known unknown
- Ukraine-Russia
- Iraq-ISIS
- Oil prices
Sources: Google
Thorsten Heidt | Corporates & Markets | April 2015
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Erster Renminbi-ETF
Die Commerzbank hat gemeinsam mit der CCB International Asset Management Limited
(CCBI) den neuen CBK CCBI RQFII Money Market UCITS ETF gelistet.
Die Auswahl an Anlagen in Offshore Renminbi Investments ist nach wie vor begrenzt.
Der neue CBK CCBI RQFII Money Market UCITS ETF bietet europäischen Anlegern jetzt eine
Anlagemöglichkeit in Offshore Renminbi und ebnet damit einen Weg für Investments in
Renminbi denominierte Staats- und Unternehmensanleihen sowie Policy Bank Bonds.
Die RQFII Quote ermöglicht Offshore Renminbi Investments im Geldmarkt der
Volksrepublik China ebenso wie eine Repatriierung von Gewinnen. WKN A14QCT
Thorsten Heidt | Corporates & Markets | April 2015
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Asiatische Indizes und Produkte
Index
Index-Zertifikat (ISIN)
MSCI Pacific
DE000CB77NS2
MSCI Pacific ex Japan
DE000CB77NT0
FTSE/Xinhua China 25
DE000CB28YQ6 (Währungsgesichert)
Hang Seng China Enterprises
DE000CB6JFS3 (Währungsgesichert)
Hang Seng Index
DE000CB6JFR5 (Währungsgesichert)
MSCI Singapore FREE Index
DE000CB850H9
MSCI Taiwan TRN
DE000CB77WM6 (Währungsgesichert)
MSCI Thailand
DE000CZ23YV6
Nikkei 225
DE0007029761 (Währungsgesichert)
Thorsten Heidt | Corporates & Markets | April 2015
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Asiatische Indizes und Produkte
Produkt Name
ETFs (ISIN)
ComStage HSCEI UCITS ETF
LU0488316992 (ETF023)
ComStage HSI UCITS ETF
LU0488316729 (ETF022)
ComStage China A50 Index USD
LU0947415054 (ETF024)
ComStage Nikkei 225 UCITS ETF
LU0378453376 (ETF020)
ComStage TOPIX UCITS ETF
LU0392496773 (ETF021)
ComStage MSCI Japan 100% Daily
Hedged Euro UCITS ETF
LU1033694107 (ETF025)
ComStage MSCI Pacific TRN UCITS ETF
LU0392495023 (ETF114)
ComStage MSCI Pacific ex Japan TRN
UCITS ETF
LU0392495296 (ETF115)
ComStage MSCI Japan TRN UCITS ETF
LU0392495452 (ETF117)
Thorsten Heidt | Corporates & Markets | April 2015
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Forecasts
Sources: Commerzbank
Thorsten Heidt | Corporates & Markets | April 2015
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Forecasts
Sources: Commerzbank
Thorsten Heidt | Corporates & Markets | April 2015
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Forecasts
Sources: Commerzbank
Thorsten Heidt | Corporates & Markets | April 2015
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Forecasts
Source: Commerzbank
Thorsten Heidt | Corporates & Markets | April 2015
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