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EFTA02686169

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IMF) The Uncultured Project LightSquared Holcim Ltd Dogus Group Consolidated Contractors Company (CCC) USA Switzerland United Arab Emirates Malaysia United Arab Emirates Nigeria USA India Canada Qatar Russian Federation Turkey Germany Germany South Africa USA USA USA Switzerland Sw

nd Chief Executive Officer Petroleo Brasileiro SA Brazil Azevedo Petrobras Azman Mokhtar Managing Director Khazanah Nasional Berhad Malaysia Michelle Bachelet Undersecretary-General. United Nations Women (UN Women), New York Louis Bacon Chief Executive Officer and Chairman Moore Capital Management, L

EFTA02686246

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EFTA01466396_sub_001 - EFTA01466396_100

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preciated 28 India — range bound until post-election outlook clearer 29 Indonesia — first stress test since 1997; equities expensive 31 Malaysia — low-beta but fundamentally without merit 33 Thailand — tempting only to a tactical contrarian 34 Philippines — superior fundamentals more

r policies which are deemed by much of the electorate to favour business and the top 10% of Chilean society. The almost inevitable (re)-election of Michelle Bachelet is quite certain to be accompanied by a much more leftist agenda, which will redistribute resources away from capital to the state and labour. Th