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"EM Asia"
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Corpus: 1990-03-17 – 2025-12-01
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EFTA02702625
Dataset 11
2012-11-09
8p
5,904w
…the likely volatility as the fiscal cliff is negotiated. Within equities, we stay underweight the US, and move most of the overweight into
EM Asia
. We have JPMorgan Chase Bank NA moved some of our credit overweight from the US to Europe. John Normand • Economics — The data flows continue to confirm that June/July was likely the bottom in global activity growth, and that we arc gently lifting from those levels, even as it will take well into next year…
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02702625.pdf
EFTA01084483
Dataset 9
2003-05-31
4p
1,341w
…portfolio with gazprom being their biggest sub- sector investment. The top two positions of the portfolio make up 16% of the book. Here is the portfolio breakdown as of April 2006: 38% -
EM Asia
equities 21% - G7 equities (net) 17% - Cash (net) 13% - EM Europe equities (net) 6% - EM bonds 4% - EM Americas equities The fund was up 3.63% in March and is up 9.13% for the first quarter in 2006. They have returned 29.33% in 2005…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01084483.pdf
EFTA01475183
Dataset 10
2015-09-11
39p
5,938w
…using market exchange rates Source: IMF, Haver, Deutsche Bank Figure 10: At market weights DM is still much larger than EM with just the US and Eurozone together equal to all of EM Shares in Global GDP Nominal GDP ($tn) Market PPP Region DM US Eurozone Japan
EM Asia
ex-Japan China India Latam Brazil EMEA Russia weights EFTA01475199 43% 16% 12% 4% 57% 31% 17% 7% 6% 3% 7% 3% Source: IMF, Haver, Deutsche Bank exch rate weights 60…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01475183.pdf
EFTA00598496
Dataset 9
2013-01-04
8p
6,246w
…MSCI EM and MSCI World, correlates well with EM equity flows. The flow trend should remain positive into 2013 helped by stabilization in Chinese growth following two years of downshifting and by a steady improvement in overall bank lending conditions in EM. We capture the EM theme via a long in MSCI
EM Asia
vs. S&P500. Credit • Spreads have come in significantly this week, both on the US budget deal and the backup in government yields. We stay long…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00598496.pdf
EFTA01176677
Dataset 9
2012-05-04
8p
5,874w
… Nikolaos Panigirtzoglou • Fixed Income— End of BoE's QE next week a headwind for gilts. (44-20) 7777-0386
[email protected]
• Equities — OW US vs. Euro area equities, DAX vs Eurostoxx50 and MSCI
EM Asia
vs. MSCI EM. Seamus Mac Gorain (44-20) 7777-2906 • Credit — Keep the focus on US credit.
[email protected]
• Foreign exchange — Remain risk neutral and focused on earning carry in Matthew Lehmann cyclical currencies with low vol and non-threatening valuations…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01176677.pdf
EFTA01384475
Dataset 10
2017-09-18
1p
489w
…are similar. Figure 54: Global imbalances -- Current account balances (% of global GOP) - Legend ordered from largest surplus (DM Europe) to largest deficit (US) as of 2016 2.0% • OM Europe ■ OM Asia tex•JP) • CN • JP •Russia
EM Asia
iex-fiNi 1.6% • CIS (es -Russia) • EM Europe • Other DM ■ LATAM and Carribbean • ME and Africa • US 1.0% 0.5% 0.0% -0.6% •1.0% -1.6% 2.0% 1990 1992 1994 1996 1998 2000 2002 …
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01384475.pdf
EFTA00959736
Dataset 9
2013-04-24
3p
431w
Subject:
Re: To Do
From:
Jeffrey Epstein <jeevacationggmail.corn>
To:
"Barrett, Paul S" <
…years, MSCI Lat Am is up only 2.7% (cumulative) vs. 22% for MSCI Asia Ex. Japan and 32% for MSCI World o Intra-EM Rotation: Weakening Yen putting pressure on other
EM Asia
exporters. Consequently, for investors who have/want EM exposure we're recommending shifting a portion of the exposure from Asia to Latin America o Latin America Fundamentals Improving o Region shifting from a commodities led economy to one focused on internal consumption and infrastructure building. Consumption…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00959736.pdf
EFTA01177347
Dataset 9
8p
5,984w
…a just above December, which was the lowest point since the recession. Our economists have cut their 2012 and 2013 global YTD returns through May 31 growth projections to 2.1% and 2.4% this week, due to downgrades in the 14. equities are in lighter colour. US, Brazil. and
EM Asia
, following cuts in the Euro area last week (charts p. 2 and table p. 6). Both are down 0.2% from 2 weeks ago, and are below potential. …
https://www.justice.gov/epstein/files/DataSet%209/EFTA01177347.pdf
EFTA01169776
Dataset 9
8p
5,895w
…Ltd. Oct 7, 2011 he J.P. Morgan View It is all up to fiscal policy. Monetary is done. Jan LoeysAC • Economics —Growth forecasts reduced for UK,
EM Asia
, and Latin America, bringing 2012 EM growth down by 0.2%. US data are tracking a soft growth picture, but one that is not falling into recession at the moment. John Normand • Portfolio strategy — Monetary policy has provided great help to the world economy but is now nearly done. Fiscal and…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01169776.pdf
EFTA01385546
Dataset 10
1p
306w
…00 0.00 0.00 0.50 China 6.7 6.8 6.3 6.3 Japan -0.10 -0.10 -0.10 -0.10 India 7.9 6.3 7.5 7.8 UK 0.50 0.50 0.50 0.75
EM Asia
6.2 6.1 6.0 6.0 China 1.50 1.50 1.50 1.50 EM CEEMEA 1.6 2.6 2.9 2.9 EM LatAm -1.2 1.1 2.3 …
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01385546.pdf
EFTA01458287
Dataset 10
2015-09-01
1p
463w
… \V; •• 1 \t Iv.. ••• % -100 -100 se, %•••• -200 2002 2004 2006 2008 2010 2012 2014 2002 2000 2006 2006 2010 2012 2014 • Off Nocche Rrr. IMO .10/.1 St-)r1 .€2.2r1 )1 While the aggregate masks considerable country-level variance, the broad trend in the rest of
EM Asia
has been similar to China. Pre-crisis, reserves stemmed from current account surpluses, with financial flows playing a negligible role (Figure 7). That changed after 2008 as massive financial inflows…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01458287.pdf
EFTA00951102
Dataset 9
2013-01-04
4p
2,674w
Subject:
J.P. Morgan View 01/04/2013
From:
US GIO
To:
Undisclosed recipients:;
…MSCI EM and MSCI World, correlates well with EM equity flows. The flow trend should remain positive into 2013 helped by stabilization in Chinese growth following two years of downshifting and by a steady improvement in overall bank lending conditions in EM. We capture the EM theme via a long in MSCI
EM Asia
vs. S&P500. Credit • Spreads have come in significantly this week, both on the US budget deal and the backup in government yields. We stay long…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00951102.pdf
EFTA01146217
Dataset 9
2012-10-26
8p
6,030w
…5874 both equity and credit vs government debt, especially in higher-yield. • Economics - Bottom in global growth is now 3-quarters wide. Rebound in Q1 JPMorgan Mass Bank NA requires lifting of fiscal risks in the US, in our view. John Normand (44-20) 7134-1816 • Fixed Income — Favor EM local bonds over DM. Equities — UW US equities against Europe and
EM Asia
. lam. Morgan Securities plc Credit — EMBIG year-end spread target is lowered to 250bp, from 275bp, and …
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146217.pdf
EFTA01148765
Dataset 9
8p
5,957w
…Panigirtzoglou • Equities — Both US and European companies have beaten Q3 EPS consensus by 4% on average. • Credit — We keep a preference for long US vs. European credit. Seamus Mac Gorain • Foreign exchange — Large-scale ECB bond buying should not be a negative for the euro. But we keep hedges by being long JPY. • Commodities — We close the short leg of our
EM Asia
vs. US relative trade Matthew Lehmann and double up on the long leg. Be long brent, gasoil…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01148765.pdf
EFTA00933056
Dataset 9
2012-04-08
4p
2,565w
Subject:
The J.P. Morgan View: How bad a correction?
From:
US GIO <
[email protected]
>
To:
Undisclosed recipients:;
…largely eliminates upside risks. In addition, we are not seeing similar weakness in other US economic data with the the weekly claims and ISM employment signaling strength instead. Furthermore, other countries, such as
EM Asia
, ex China and Japan have been surprising on the upside. This week, we raised our 2012 growth projection for Japan from 1.7% to 2.0%. Fixed income • Bonds rallied this week, punctuate by a weaker than expected US Payrolls report. US 10-year yields…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00933056.pdf
EFTA01146215
Dataset 9
2012-10-26
2p
736w
Subject:
JPM View 10.26.2012
From:
US GIO <
[email protected]
>
To:
Undisclosed recipients:;
…global growth is now 3-quarters wide. Rebound in Q1 Jent erase Bank Na requires lifting of fiscal risks m the US. in our view. John Normand (an), 7134.1$10 • Fixed Income — Favor EM local bonds over Mt pon neananajkomegoan tan • Equities —UW US equities against Europe and
EM Asia
. E Morgan Soeunots pk PlikOlaOS Paniginzogiou • Credit — E.MBIG year-end spread target is lowered to 250bp. from 275bp. and (44.20i 7+34.7115 CEMBI to 300óp. from 325bp…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146215.pdf
EFTA01981552
Dataset 10
2014-07-11
6p
2,893w
Subject:
The J.P. Morgan View : What if we are in a 2% world?
From:
US GIO
To:
Undisclosed recipients:MI
…in Japan, weaker than expected consumption and capex made us revise down our Q2 GDP -6.5% from - 4.5%. • In EM, economic data have improved, especially relative to DM.
EM Asia
looks particularly constructive, supporting our OW in Asia within EM. We have revised up our Q2 GDP growth forecast for China from 6.8% to 7.2% given the positive momentum in PMIs. This lilt is expected to build into the rest ofEM Asia this quarter (GDW, July…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01981552.pdf
EFTA01981558
Dataset 10
2014-07-11
8p
6,835w
…JP. Morgan down our Q2 GDP -6.5% from -4.5%. • In EM. economic data have improved, especially relative to DM.
EM Asia
looks particularly constructive, supporting our OW in Asia within EM. We have revised up our Q2 GDP growth forecast for China from 6.8% to 7.2% given the positive momentum in PMIs. This lift is expected to build into the rest of
EM Asia
this quarter (GDW, July 3). Additionally, flows into EM equities remain steady…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01981558.pdf
EFTA01477363
Dataset 10
2015-12-30
69p
8,427w
…as of December 31, 2015. Source: FactSet, Deutsche Bank Wealth Management. 22 100 120 140 160 20 40 60 80 -20 0 Earnings Growth Premium Gone EFTA01477405 Peak EM Earnings Peak U.S. Earnings EFTA01477406 EM Equities Favor Select Asia Valuations More Attractive Sector Exposure More Appealing 30.0
EM Asia
EM Latam 20.0 10.0 00 — From a valuation basis, Asia looks more attractive than Latin America relative to the MSCI AC World. — In addition, Asia has more…
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01477363.pdf
EFTA00603096
Dataset 9
2011-03-02
4p
2,544w
…Reunification. Manufacturing surveys: the G-3 takes center Stage Cost of money = zero Index, sa Policy rates adjusted for inflation, percent 60 Developed markets 6%
EM Asia
EM countries 55 5% 50 La ta m 4% 45 3% 2% 40 1% 35 0% 30 •1% Jan•06 Jan-07 Jan-08 Jan-09 Jan•10 Jan•11 1981 1984 1987 1990 1993 1996 1999 2002 2005 2008 Source:E.Morgan Securities LLC. Source:. Morgan Securities LLC. We are mindful…
https://www.justice.gov/epstein/files/DataSet%209/EFTA00603096.pdf
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