Epstein Secrets

na. As within DM, we see a lot of divergences within EM and prefer to focus on under-owned markets with good domestic demand story such as Mexico and Malaysia. See "Consensus Asset Allocation", Adrian Mowat and team, Mar 26th. Open overweights in Mexican and Malaysia equities vs MSCI EM. • For long-term inv

ime-frame. More details in ... • As such, our colleagues in European Credit have examined the implications of US Credit Markets Outlook and Strategy, Eric Beinstein changing recovery rate expectations across the bank capital structure. et al. Assuming that covered bonds remain outside the scope of the proposals,

3.5 Indonesia 5.8 49 SI 6.0 4.1 5.,Q 5.0 45 5.3 54 62 4.6 4.6 Korea 3.0 38 40 3.6 3.8 21 t 4.7 4.0 4.0 IA 1.6 t 2.3 2.9 Malaysia 4.7 55 5.1 7.6 3.3 Ill 5.5 5.5 50 30 3.3 3.5 5.2 Philippines 7.2 6.0 6.4 6.1 4.9 LA 5.7 5.7 65 3.5 4.0 3.6 3.8 Ssigapore

. OM growth forecast Jan-14 Scum JP. Morgan More details in . 3.3 3.1 2.9 2.7 2.5 2.3 2.1 Jul 14 US Credit Markets Outlook and Strategy. Eric Beinstein et at EM Corporate Weekly Monitor, Yang-Myung Hong el at High Yiefd Credit Markets Weekly. Peter Acciavatti el at European Credit Outlook & Strateg

iff is enacted on schedule, and neither Congress nor the President welcomes J.P Morgan More details in ... US Credit Markets Outlook and Strategy, Eric Beinstein et al. High Yield Credit Markets Weekly, Peter Acciavatti et al. European Credit Outlook & Strategy, Steven Dulake et al. Emerging Markets Cross P

Oo) 5.0 58 6.0 68 84 10.1 98 9.0 Indonesia 65 57 3.5 477 6.0. 4.9 T 3.0 3.0 40 40 41 45 3.9 2.2 Korea 3.6 23 3.2 25 1.1 0.6 35 3.0 40 45 40 24 19 3.0 Malaysia 51 5.0 t 3.7 t 58 59 25 3.5 T 3.5 T 3.0 3.5 3.2 d 1.1 2 Philippines 3.8 53 35 12.6 0.9 12 2 45 45 45 47 29 23 23 Singapore 49 154 2.54 95) -07 3.90 3