Epstein Secrets

QUAPTER 2017 es |G Ma | otic Director of Equity Research 212.549.5232 [email protected] traded corporatio

d.” The countries with the most long-term economic growth potential are arguably those with young, growing populations—namely, India, Indone- sia and Malaysia. However, these countries have small eq- uity markets that, when combined, do not even equal South Korea's in size. CAPE ratios are lower outside th

hs Global Investment Janet Yellen, exchange with Research, December 8, 2016. ABC News reporter Rebecca pa

urce: Investment Strategy Group, Emerging Advisors Group, Goldman Sachs Global Investment Research. both China and the US, such as Korea, Taiwan and Malaysia, would be particularly vulnerable. While the net effect of these competing forces is positive in our base case, the risks are tilted to the downside

am, I/B/E/S, Bloomberg, BofA Merrill Lynch Global Research OS Merrill Lynch GEMs Paper #26|30 June 2016 43

versification drive introduced by the NTP follows the typical macro template, in our view. We discuss in a later section diversification lessons from Malaysia and Norway and conclude that the NTP contains elements from these successful case studies. In particular, it a) identifies key sectors with relativel

ompensation received from, such issuers in BofA research reports. To the extent this report discusses any

ource: BofA Merrill Lynch Global Research. Data from 2-Jan-12 to 2-Jun-17 Foreign inflows into Korea, Taiwan, India, Indonesia, the Philippines, and Malaysia Notable trends and dislocations (Asia) Asian equity markets saw modest gains last week, led by Japan’s NKY index, which increased 2.5% week-over-we